Flinks Integration
Flinks Integration – Bank Connectivity in XoroERP
Module Path
Finance → Banking → Connect Bank Accounts / Link Bank Feeds / Manage Added Accounts / Bank Statement Centre
Purpose
To enable secure integration between XoroERP and financial institutions using Flinks, allowing users to connect bank accounts, import bank feeds, and manage reconciliations seamlessly within the ERP.
Overview
Flinks provides a secure open banking platform that connects XoroERP to thousands of banks globally. It ensures encrypted, real-time exchange of financial data, simplifying transaction import, reconciliation, and financial visibility across accounts.
Process Flow
1. Connect Bank Accounts
Navigate to Connect Bank Accounts under the Banking module.
Select the transaction provider service:
Flinks Canada (for Canadian banks)
Flinks USA (for U.S. banks)
Review and accept Flinks’ Services Privacy Statement, then click Agree and Continue.
A list of supported banks will appear based on the selected country.
Log in using your Flinks Capital credentials.
Complete any additional security verification prompted by your bank.
✅ Once authenticated, the bank account will be securely connected to XoroERP. 💡 Multiple accounts can be connected using the same process.
2. Link Bank Feeds
Navigate to Link Bank Feeds to map and import financial data.
Xorosoft Account: Displays available Chart of Account entries.
Bank Account Feeds: Lists all connected bank feeds through Flinks.
Steps:
Select the desired bank from the Bank Account Feeds dropdown.
Choose the corresponding Xorosoft Account for mapping.
Select the Transaction Start Date and click Save.
Click Link Bank Feed to establish synchronization. The linked Bank Feed will reflect below.
This ensures automatic data flow between the linked bank account and XoroERP.
3. Manage Added Accounts
Open Manage Added Accounts to modify or remove linked accounts.
Edit Credentials: Update stored login details when needed.
Delete Account: Unlink the mapping first, then delete the account connection.
4. Bank Statement Centre
Access Bank Statement Centre to view and manage imported statements.
Search for the connected bank feed to review debit/credit transactions.
Toggle between Header View and Detailed View.
Track reconciliation status under the Status column.
Options available: Download / Delete transactions or statements.
Output
Direct, secure connection to banks via Flinks Canada or Flinks USA.
Automated import and reconciliation of transactions.
Centralized management of multiple bank feeds.
Real-time financial visibility within XoroERP.
The bank displayed in the screenshots is for demonstration purposes only. Actual bank names, accounts, and data may differ when using Flinks in a live environment
Resume Feature
The Resume feature in the Flinks integration is designed to ensure that bank transactions are successfully fetched into XoroERP, even when the process is interrupted due to Multi-Factor Authentication (MFA).
This feature improves reliability and reduces transaction gaps by allowing users to resume an existing Flinks connection instead of starting the entire bank connection process again.
Why the Resume Feature Is Needed
In some cases, bank transactions may not appear in the Bank Statement Centre in XoroERP. This usually happens when:
The bank requires MFA approval
The user does not complete the MFA step immediately
The Flinks session expires before authentication is completed
Earlier, such interruptions required reconnecting the bank from scratch. The Resume feature eliminates this problem.
How the Resume Feature Works (Step by Step)
Step 1: Missing Transactions Detected
If transactions are not fetched into the Bank Statement Centre, XoroERP identifies that MFA authorization is required to continue fetching bank data.
Step 2: MFA Notification Is Sent
XoroERP sends an email notification requesting MFA approval to the email addresses configured in the App Config.
App Config: MFA Notification Recipients for Flinks
This setting allows you to define one or more email addresses that will receive MFA authentication requests.
Multiple email addresses can be added, separated by commas.
Example:
[email protected], [email protected]
These recipients are notified whenever MFA approval is required to resume transaction fetching.
Step 3: User Completes MFA Using Resume Session
When the user responds to the MFA prompt:
The existing Flinks session is resumed at the MFA step
The user does not need to reconnect the bank account again
Once MFA is completed, Flinks shows a success screen
At this point, a REDIRECT event is triggered, confirming that the bank connection has been completed.
Step 4: Refresh Transactions in XoroERP
After MFA completion:
The user can go to the Bank Statement Centre
Click the newly added Refresh Transactions button
The system fetches and displays the previously missing bank transactions
No additional setup or reconnection is required.
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