1. Country-Specific Features
  2. Japan Help Topics
  3. Japan Bank Feeds
  4. Setting Up Japan Bank Feeds
  5. Activating Service Provider Connection

Activating Service Provider Connection

To start setting up Japan Bank Feeds, you must first activate the connection to Moneytree, a third-party data service provider.

To activate a connection to the third-party data service provider:

  1. Go to Transactions > Bank > Japan Bank Feeds.

  2. In the Available Connections section, find the row where Moneytree is listed as the service provider

  3. Under the Actions column, click Activate.

    A popup window opens asking you to confirm activation and registration of your business with Moneytree. Activation and registration involve entering business and contact information into the Moneytree portal.

    Read the activation and registration notice displayed in the popup window, then click OK.

  4. In the Confirmation popup window, select Confirm if you have a Moneytree account or select Sign-up to create a new account.

    Note:

    You need one unique Moneytree ID for each bank connection.

    You will be redirected to a Moneytree page to log in or sign up for an account.

    • If you click Confirm, do the following steps:

      1. Enter your Moneytree account email address and password, then click Log in.

      2. Review the access permissions and click Allow Access.

        Note:

        When you disconnect and reconnect using previously used Moneytree credentials, you must wait at least one minute before reusing the same credentials.

        You will be redirected back to the SuiteApp when authorization is successful.

    • If you click Sign-up, do the following steps:

      1. Enter your email address and create a password. For more information see, Signing-up for a Moneytree Account.

      2. Accept the Moneytree Terms of Service and Privacy Policy.

      3. Click Create a Moneytree ID.

      4. Review the access permissions and click Allow Access.

        You will be redirected back to the SuiteApp when authorization is successful.

After activating the connection to Moneytree, add a connection to your bank or financial institution. For information, see Adding a Connection to a Bank or Financial Institution.

Related Topics

General Notices