How do I connect my Revolut Business account to Cegid Loop?
Activate Cegid business
A bank account is only eligible for the DSP2 (PSD2) protocol once Cegid Business or BIM! by Cegid has been activated on the client file.
From the customer file portfolio, select the relevant file and open the application selection. Assign the authorised Cegid Business application to the contact person and confirm.
An email invitation will be sent to the contact responsible for activating the PSD2 connection.
Configure the bank account in Cegid Loop
Go to 'Banking', select 'Bank accounts', and configure the bank account:
- Make sure the DSP2 option is enabled
- Make sure the account is mapped to the correct journal and general account (512xx)
- Set the 'Date de reprise' (Recovery date) to the start of the required period. If this date is incorrect, historical transactions won't be imported
Connect the bank account in Cegid Business
- The invited client contact must access the Cegid Business application, go to 'Integrations', select 'Connect a bank', search for Revolut Business, and complete the login process
- Select the sub-accounts to link
- Once confirmed, transactions will be visible in Cegid Business within a few minutes
Export transactions to Cegid Loop
Finally, view the exported transactions in Cegid Loop by going to 'Booking' and selecting 'Consultation accounts'. Select 'General' and then the relevant account.