You’ll initiate the connection from your Sage product.
Connecting to a bank feed may vary, depending on your Sage product.
How to connect your bank in Sage:
● Log in to your Sage product and select the option to connect to your bank.
● Choose Currencies Direct through the search option.
● Give authorisation using your Currencies Direct credentials.
● Select a start date to show in Sage. Note if a past date is given, previous transactions will not be synced, the sync takes place from the time an account is connected. When activated your bank transactions will flow into your Sage solution.
