Getting Started - Importing Bank Data - finAPI Web Form

Introduction

A mandatory step before using Data Intelligence is enabling the user to log on to his bank, typically using the finAPI bank login web form. The web form has its own separate detailed developer documentation:

https://documentation.finapi.io/webform/

Prerequisites

• The major prerequisite is to have a valid set of client credentials: client_id and client_secret.

• A user has already been created

  • With self-managed user: Getting Started - User Management

  • With Process Controller: Obtain Authorization via Process Controller (recommended)

TL:TR

Used Systems

• finAPI Data Intelligence (finAPI API Documentation)

See Environments | Multibanking-and-Authorization page for detailed information.

Used Endpoints

Process Overview