In this article:
- How to connect Pennylane to Airwallex
- How to sync historical transactions into Pennylane?
- How to disconnect Pennylane Bank Feed?
How to connect Pennylane to Airwallex
- Navigate to ‘Settings’ and select ‘Connections’.
- Find and select the Pennylane connection by using the 'Accounting & ERP' category filter or searching for 'Pennylane' in the search bar. Click the ‘Connect’ button to begin the setup.
3. Click 'Get Started.' You will be redirected to the Pennylane interface to Authorize the connection.
4. In the Pennylane interface, select the relevant company(ies) and click 'Grant access.' You will then be redirected back to the Airwallex web app.
5. Entity Mapping: Map your Airwallex entities to the correct Pennylane companies.
6. Currency Mapping: Map your Airwallex currencies to the corresponding Pennylane bank accounts.
7. Review your final configuration and click 'Complete' to finish the setup.
How to sync historical transactions into Pennylane?
Transactions that occurred before you first activated the bank feed will not be automatically synced to Pennylane. To sync these earlier transactions to Pennylane, use the 'Sync historical transactions' feature for a specific date range.
- Navigate to the 'Connections' tab.
- Select Pennylane Bank Feed to access its home page.
- Choose the Airwallex account you want to sync and click 'Sync historical transactions'.
- In the pop-up, select the currency, start date, and end date (up to 90 days before today).
- Review your selection, then click 'Sync transactions'. Transactions will sync based on your current time zone, and previously processed transactions will not be re-synced by Pennylane.
How to disconnect Pennylane Bank Feed?
- Navigate to the 'Connections' tab.
- Select Pennylane Bank Feed to access its home page.
- Scroll to the bottom of the page and find the 'Manage connection' section. Click Disconnect.