Set up file upload integrations

Before your customers can upload files in Link, you need to:

  • Enable the relevant file upload integrations.
  • Enter custom text advising your customers what files to upload.

Enable file upload integrations

  1. Click Integrations > Other in the navigation bar.

  2. Click the toggle next to Accounting file upload and/or Banking file upload to set the integration(s) to Enabled.

Set file upload dialog text

Customize the text used in the File upload dialog. This appears when users select a file upload integration in the Link flow.

  1. Click Link settings in the navigation bar.

  2. In the File upload section, enter the text to use for one or both of the integrations.

Did this page help you?