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Description
Product description
Bank statement import for Creatio allows you to import statements for several accounts of legal enterprises on PrivatBank, Monobank, and FUIB bank accounts.
Use cases:
Using the solution, you can automatically:
- receive PrivatBank, Monobank, and FUIB bank accounts statements in Creatio.
- recognize payment and setting status Paid at Invoice.
Key features:
- Obtaining an extract on settlement accounts of legal enterprises opened with PrivatBank, Monobank, FUIB bank;
- Adding an unlimited number of legal entities;
- Recognition of the account on which the payment came;
- Complete or partial payment of the invoice by one or more incoming bank statements;
- Notifications in the communication panel about unrecognized payments.
Notes:
To use the connector, you need:
Pricing
Price
Bank statement import for Creatio cloud / on-site subscription
$ 1.200
/ year
The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
Pricing does not include taxes and fees (such as VAT) regulated by law.
The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application.
Support conditions
Support is provided by the developer within the "Basic" and "Business" package. Detailed information about the support packages and the support terms can be found on the Creatio website.
Support contacts
Phone
+380 67 1817176
Email
support@syntech.company
Installation
Product compatibility
Product
Sales (commerce)
Sales (enterprise)
Version
8.0.9 and up
DBMS
PostgreSQL
MS SQL
Platform
.NET Core (deprecated from 8.0.9)
.NET Framework
Deployment options
Cloud
On-site
Account data sharing
By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
The App Developer will process your data under their privacy policy.
Guides and manuals
1. Get Auth information from banks.
For PrivatBank: Create "Autoclient" according to the description in the manual. During setup, according to the instructions in the "API for Developers" section, copy the ID and token parameters.
For Monobank: Follow this link, login via using your Monobank app, click "Activate" and copy generated token.
For FUIB bank: Call your FUIB bank account manager and activate API function to your account. After this you will get ClientId, Login, Password and Client secret.
2. Fill in connection settings.
Go to "System Designer" > "Lookups" > "Integration Bank Settings", add a new connection to the company's account according to the parameters:
For PrivatBank: Fill column: Id(id that you get from bank), Key(token that you get from bank), Name, Bank.
For Monobank: Fill column Name, Bank, Key(token that you get from bank).
For FUIB bank: Fill column Name, Bank, Id, Login, Password, Client secret(Id, Login, Password, Client secret that you get from bank).
3. Fill in account parameters.
Go to "System Designer" > "System Settings", in the "Invoice Mask" system setting, specify the mask for naming the invoice number, in the "Regex invoice bank" system setting, replace the INV prefix in lower/upper case in both English and Russian.
4. Get accounts list.
Run the processes "Get client info Monobank" and "Get PUMB accounts" every time when you add new company to the bank settings.
5. Start checking statements.
Run the process "Checking PrivatBank Statements Last day" and "Checking PrivatBank Statements Today" once.
Run the process "Checking Monobank Statements Today" once.
Run the process "Checking Pumb Statements" once.
6. To receive notifications in the communication panel, you must specify the responsible person in the System setting "Contact for bank statements notification".
7. Add to your Workplace "Bank statements" section.
Feedback
What's new
What's new?
Version 1.7
Added Monobank and FUIB bank integration.
Type
Compatibility
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