First you need to obtain a security token in your internet banking, which you then upload to EOS.
An authorized person must log in to internet banking.
Token administration is available after pressing the “Settings” button (in the top right corner of the screen) on the “Settings” screen, then on the “API” tab.
The request to create a token must be authorized as standard. If authorization by several people is set for the given account, the token must be signed by all signatories. After successful authorization, the token is shown in the overview.
The token can be used in the API 5 minutes after successful authorization.
The basis is an account already correctly created in Settings > Bank accounts and cash registers.
Bank accounts and cash registers
Add your bank accounts or a cash register for cash to the payment profile so that you can then generate payments for members.
Go to Management > Settings > Banking API.
In the Available APIs section, click FIO banka. A dialog opens where you fill in any Name and upload the obtained Token.
Then it remains to assign the accounts whose transaction history should be downloaded:
Under Active APIs you will see an item with the name of your bank and information on whether the connection is authenticated.
Click Assign bank account and select the relevant account.
More information about API connections, including frequently asked questions, can be found in a separate article.
Banking API
The EOS platform can be connected via API to practically all banks in European Union countries for automatically downloading transactions and pairing them with created payments.