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Topics
Business · Integrations and APIs · Using the wFirma integration · Bank feed

How do I connect my Revolut Business account with wFirma?

Before you start:

Make sure your Revolut account is already added in your wFirma account with its SWIFT number filled in. To verify or add the SWIFT:

Go to 'USTAWIENIA » DANE PODSTAWOWE » RACHUNKI BANKOWE', select your Revolut account, click 'MODYFIKUJ', then open 'ZAAWANSOWANE', and enter the SWIFT code.

Connecting with Revolut Business from wFirma:

  • In the top menu, navigate to 'START » PŁATNOŚCI » INTEGRACJE'
  • Click 'AIS GATEWAY' > 'KONFIGURACJA INTEGRACJI' > 'DODAJ ZGODĘ' button
  • A consent window will appear inside wFirma, review and accept the terms, then click 'DALEJ'
  • You will be redirected to the AIS Gateway external portal
  • On the AIS Gateway page, accept the 'Integration consent'
  • From the list of available banks, select 'Revolut'
  • You will be redirected to Revolut's login page, log in, and authorise the connection
  • After authorising, you'll be returned to wFirma, where a window will display your consent and the bank accounts associated with it:
  • If the account was linked automatically, you'll see a green icon next to it. You're all set
  • If the icon is red (no automatic link), you'd need to link it manually

Link accounts within wFirma:

  • Go to 'START » PŁATNOŚCI » INTEGRACJE » AIS GATEWAY » KONFIGURACJA INTEGRACJI'
  • Click the name of your consent (highlighted in blue)
  • In the consent details window, select the unlinked account
  • Click 'DODAJ LUB MODYFIKUJ POWIĄZANIE'
  • In the new window, choose your Revolut account from the dropdown
  • Click 'ZAPISZ'