Linking and unlinking a data connection from an account

🚧 Work in Progress 🚧

Our Learn Centre is being updated to reflect our newly rebuilt bank feeds platform, Data Connections. The guide you're looking at may reflect these changes, or it may still need updating.

If the Bank Feeds page (Accounts > Bank Feeds) is not available on your PocketSmith Account, you will first need to migrate to the Data Connections bank feed platform.

If you've migrated to Data Connections, but you haven't been able to find the solution you're after, please get in touch with us!

Learn how to link and unlink data connections in the user guide below! 🔗 ⛓

In this user guide

When you add a data connection, you will see all of the available feed accounts to be added to PocketSmith. If you decided not to add certain accounts to PocketSmith when you initially established your accounts, but have now decided you would like to add this account, you can learn how to link it here:

1
Head to the Bank Feeds page ( Accounts > Bank Feeds)
2
Navigate to the Connection and select Accounts

4

If you have any existing offline accounts, you'll be asked if you want to link each offline account to a data feed.

To link an existing offline account (displayed in the left column , select the appropriate feed account from the drop-down (displayed in the right column), and click LINK SELECTED

5
If you have any remaining unlinked accounts, you'll be asked if you want to add these to your PocketSmith.  Tick any accounts you’d like to add to PocketSmith. Any unticked accounts will remain unlinked. 
Click ADD TO POCKETSMITH to establish new accounts, or  LEAVE UNLINKED if you have not selected any accounts. 
6
Nice one! You’ve linked your data connection! 🎉

Head to the Transactions page ( Accounts > Transactions) to view the transactions that were imported ðŸ¤“ 


If you have linked a data connection, you can unlink without removing any previously imported transactions. You may want to unlink a data connection from an account if you have closed that account at the bank, or if you are experiencing bank feed issues and would like to temporarily import transactions manually. 

When you unlink a data connection, the account changes from being linked to data feed to an offline account on the Account Summary page, and transactions will no longer be automatically imported by the data connection.

1
Head to the Bank Feeds page ( Accounts > Bank Feeds)
2
Navigate to the Connection and select Accounts

3
Click the  arrow next to the account you'd like to unlink
4
Select Unlink account

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