WebAug 11, 2024 · If you're running the initial synchronization from Dataverse to the finance and operations app, the import result must be received back from the finance and operations … WebTo setup an account for automatic sync, please follow these steps: Click Add > Account. Start typing in the name of your bank. Banks supported for sync will be suggested. Please select the one that matches your bank name, then click "Add Account". Enter the login information for your bank account and click "Sync".
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