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How do I connect my Revolut Business account with Informer?

Add integration within the Ponto environment

  • Log in to your Ponto environment
  • Create the Revolut account for which you want to activate an automatic connection
  • Then select 'Integrations'
  • On the Integrations page, select 'Add a custom integration'
  • Enter 'Informer' for 'Integration name'
  • Check 'Bank account information and payment initiation'
  • Click 'Add' to save the integration
  • There are 2 codes in the integration screen: Client ID and Client Secret
  • If not visible, scroll down. Still not visible? Check if you have activated your paid subscription with Ponto
  • Keep the screen with the codes open. These are needed to activate the Ponto connection within Informer

Activate Ponto app within Informer

  • Go to 'Settings' in the menu on the left
  • Choose 'App store'
  • Find the Ponto app and select 'Activate'
  • Enter the Client ID and Client Secret of the Ponto integration
  • Save the settings so that Ponto is activated

Linking Ponto to the Revolut account

  • Go to 'Settings' in the menu on the left
  • Select 'Bank connections' and click 'New'
  • In the dropdown under 'Select a bank account', choose the Revolut account you want to link
  • Select Ponto from the dropdown under 'Connections'
  • If desired, enter a date under 'Import from'. The integration will import all transactions from that date and later. When importing transactions retroactively, it may take up to 24 hours for all transactions to become visible in the system
  • Select 'Save' to activate the automatic bank connection
  • The transactions will now be retrieved automatically 4 times a day or as soon as you navigate to 'Bank & Cash'