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Codat uses TrueLayer's customer journey to link a bank account. This includes a standard landing page for all customers, and a login page for their banking institution. To find out exactly what your customer's will see, set up a test company and generate a link URL as described in Test TrueLayer.
Yes. When you create a data connection to sync banking data for a company, you also supply a platform key. For more information, see Test TrueLayer.
The TrueLayer integration is the original credentials-sharing version offering from TrueLayer. TrueLayer Open Banking uses the open banking APIs from all available banks.
At the time of writing, July 21, 2020, you need to enable both integrations to connect to any of the banking data sources provided by TrueLayer. See Set up TrueLayer in UAT for full details.
Banking data is synchronised in the same way as data from accounting integrations.
Configure sync settings explains how to adjust the fetch order and sync frequency to suit your requirements.
You'll be billed by Codat. Your invoice will include an additional line item for TrueLayer. For more information, get in touch with your commercial contact.
The structure of the TrueLayer and Codat distribution agreement is designed so that you don't require any direct regulatory authorisation from the Financial Conduct Authority (FCA) to access data from businesses. Neither do you need to register as an account information service provider (AISP). However, you should ensure that you comply with the authorisation flow requirements as detailed in the agreement. This is not legal advice. You should always consult your own advisers to confirm your regulatory requirements.
TrueLayer doesn't currently provide balance data for transactions from Monzo and Starling, as these are not provided by the underlying banks' APIs.
Updated about 1 month ago