Getting Started - Importing Bank Data - finAPI Web Form

Introduction

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

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

The finAPI system that holds the user's bank data after the bank login is finAPI Access; its documentation can be found here:

https://documentation.finapi.io/access/

Workflow as a real-world example

To explain this concept a bit more "plastic ", we could describe the workflow as follows:

• As a customer of a company using Data Intelligence,

  • I want to let my users import their bank account

    • → importing the account(s) in Access (via WF2.0 import flow)

    • → Data Source synchronization in Data Intelligence

• One month later, I want to finance something else.

  • I want to let my users update their bank data

    • → updating the account(s) in Access (via WF2.0 update flow)

    • → waiting until the update is completed: get the update status via https://documentation.finapi.io/access/update-a-bank-connection-for-web-form-2-0-customer

    • → Data Source synchronization in Data Intelligence

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.