Bank Feeds

Bank feeds are automatic imports of your bank or credit card transactions into Zoho ERP, keeping your accounts up to date. Once you add an account from the list of available banks, bank feeds will be automatically fetched into your Zoho ERP account by default.

Note: Bank feed fetching depends on your bank or service provider. For banks without multi-factor authentication (MFA), feeds are updated every 24 hours automatically. If your bank requires MFA for security, you must refresh the feeds manually, as the bank will not allow fetching until authentication is completed.

When bank feeds are fetched, either automatically or manually, they include transactions only up to the previous day. For example, fetching bank feeds today will show all transactions up to yesterday.

Refresh Feeds Manually

If your bank feeds are not fetched automatically, you can refresh the feeds manually. Remember that manual refresh is limited to once per day. To refresh bank feeds manually:

Log in to your Zoho ERP organisation.
Go to the Banking under Accounting Module from the left sidebar.
Select the bank for which you want to refresh feeds.
Click the Gear icon at the top-right corner of the account details page.
Select Refresh Feeds from the dropdown.

Once refreshed, your account will fetch the latest transactions from your bank.

Update Credentials

When You Need to Update Your Credentials

You will need to update your bank account credentials in Zoho ERP in the following cases:

You have changed your bank login credentials.
You have requested a new password from your bank.

To update your credentials:

Log in to your Zoho ERP organisation.
Go to the Banking under Accounting Module from the left sidebar.
Select the bank for which you want to update credentials.
Click the Gear icon at the top-right corner of the account details page.
Select Update Credentials from the dropdown.
Make the necessary changes and click Save.

Deactivate Bank Feeds

You can deactivate bank feeds if you no longer want transactions to be fetched automatically from a bank or credit card account.

To deactivate bank feeds:

Log in to your Zoho ERP organisation.
Go to the Banking under Accounting Module from the left sidebar.
Select the bank for which you want to deactivate bank feeds.
Click the Gear icon at the top-right corner of the account details page.
Select Deactivate Feeds from the dropdown.

Once deactivated, Zoho ERP will stop fetching transactions automatically from the selected account until you choose to reactivate the bank feeds.

Activate Bank Feeds

To activate bank feeds:

Log in to your Zoho ERP organisation.
Go to the Banking under Accounting Module from the left sidebar.
Select the bank for which you want to activate bank feeds.
Click the Gear icon at the top-right corner of the account details page.
Select Activate Feeds from the dropdown.

You can check if a bank feed is active by hovering over the bank feed icon next to the account name.

Reconfigure Bank Feeds

For banks connected through third-party providers, bank feeds are fetched for up to 90 days. To continue receiving updated feeds, you need to reconfigure your bank connection every 90 days.

To reconfigure bank feeds:

Log in to your Zoho ERP organisation.
Go to the Banking under Accounting Module from the left sidebar.
Select the bank for which you want to reconfigure bank feeds.
Click the Gear icon at the top-right corner of the account details page.
Select Deactivate Feeds from the dropdown and deactivate feeds.
Again, click the Gear icon at the top-right corner of the account details page.
Select Activate Feeds from the dropdown and activate feeds.
On the new page, hover over your accounts and click Delete, then confirm by clicking Yes.
If you have another account from the same bank, click Configure a new account at the bottom.
Read and accept the Token end-user terms, then click Connect Now.
Click Accept on the next screen to allow Token to fetch your accounts, balances, and transactions.
Enter your bank username and password, and click Login.
If your bank uses two-factor authentication, enter the verification code sent to your registered mobile number.
Select the accounts you want to fetch feeds from and click Confirm on the bank’s website.
Go back in Zoho ERP, select the accounts you just configured.
Enter the date from which you want to download transaction history, then click Continue.

After completing these steps, you will start receiving updated bank feeds in your Zoho ERP organisation.

PayPal Feeds

Similar to your bank or credit card accounts, you can activate or deactivate PayPal feeds in Zoho ERP.

To deactivate PayPal feeds:

Log in to your Zoho ERP organisation.
Go to the Banking under Accounting Module from the left sidebar.
Click Add Bank / Credit Card at the top-right corner of the page.
Search for PayPal from the list of available banks.
Click the Deactivate Feeds button at the top-right corner of the page to deactivate feeds.

To activate PayPal feeds:

Log in to your Zoho ERP organisation.
Go to the Banking under Accounting Module from the left sidebar.
Click Add Bank / Credit Card at the top-right corner of the page.
Search for PayPal from the list of available banks.
Click the Activate Feeds button at the top-right corner of the page to activate feeds.