Sign Up
GUIDE

Lesson 2 Connecting Your Accounts

Lesson 2 Connecting Your Accounts
 

Introduction

Greenback supports a growing list of retailers, marketplaces, e-commerce platforms, point of sale systems and payment providers. When you connect an account on Greenback, you are authenticating Greenback to fetch your itemized transaction data from the provider.

Greenback converts your transaction data to a normalized data model perfect for use with accounting programs.

This lesson covers:

  1. The connection process
  2. Data syncing
  3. Catch Me Ups (CMUs)
  4. Wizards

The Connection Process

To connect an account you first need to authenticate. When connecting an account, Greenback provides you with detailed instructions on how to authenticate.

Each integration is different but can generally be summarized into one of three authentication methods:

  • username & password
  • oAuth
  • token

Some integrations may have additional security protocols commonly known as Two-factor Authentication (2FA) that require action. A couple examples of 2FA that you may encounter are:

  • PIN Based Authentication
  • Captcha

-> Authentication Guide

Data Syncing

Once the authentication process is complete you will notice a few recent transactions sync to Greenback. Greenback automatically syncs the most recent five transactions and all transactions going forward.

How often Greenback syncs your data from the upstream provider to your Greenback account varies per integration but you can always manually sync accounts as often as you want.

-> Sync Accounts Guide

CMUs

If you need more than the most recent five transactions, you need a CMU. The CMU is a service from Greenback that acquires historical data for a connected account. It is an automated service managed by a support engineer to ensure complete and accurate historical data.

Paid users receive a complimentary CMU up to 300 historical transactions over the most recent 90 days.

-> Historical Data with Catch Me Ups Guide

Wizards

Wizards coming soon.



<< PREVIOUS LESSON            NEXT LESSON >>

Join the world's most advanced pre-accounting system.