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Topics
Business · Integrations and APIs · Using the Cegid Primavera integration · Bank feed

How do I connect my Revolut account with Cegid Primavera?

After activating e-Banking for customers and setting the email address for sending the authentication request, the customer must authenticate with the requested banks before importing any bank transactions via e-Banking.

From your Cegid Primavera account:

  • Go to 'Aplicação' to 'Tabelas' to 'Dados Mestre' to 'Bancos'
  • Select Revolut, then select the customer(s) you want to authorise
  • Click Pedir Autenticação: the request is emailed to each customer and shows as Pendente
  • The customer opens the email, clicks Responder, authenticates with Revolut, and selects the accounts to be linked
  • Once done, click Atualizar Estado. The request switches to Ativo
  • Bank movements can then be imported via e-Banking

From your Revolut Business account:

  • Go to the 'Integrations' area in your Revolut Business dashboard
  • Choose 'Cegid Primavera' from the Accounting options
  • You will be directed to the Cegid Primavera login page, where you should complete the steps outlined above