Manual Bank Upload
If a connection via Plaid or Teller's API is unavailable with your bank, Blue Onion has the ability to manually upload a file for your banking activity.
Video Walkthrough:
| Manual Bank Upload |
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Step by Step Guide:
Click "Integrations"
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Click "Bank Accounts"
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Click "New Bank File"
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Click "New Bank File"
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Click the relevant tab for the bank filetype
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Click "Upload Bank File"
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If the upload is successful, the upload will appear and a successful message will appear
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