Step 2: Create a Connection

Use Railz Sites™ to connect to your business users' financial data

Once you have access to Railz Dashboard, it's time to add your first business connection.

Add a New Business

Add a new business that will grant you access to their financial data.

  1. In the left sidebar navigation menu, go to Businesses.
  2. Click Add new business.
  3. Enter your business name then click Add.
  4. Wait until the Railz Sites URL is loaded and copy the link then click Done.
Railz Dashboard - Add a new business. Click to Expand.Railz Dashboard - Add a new business. Click to Expand.

Railz Dashboard - Add a new business. Click to Expand.

Connect a Business

Once you have created a new business and copied the unique link you can send the Railz Sites link to your business customers to connect their financial data.

  1. Once the business customer opens the link they will follow the online authorization process as established by each service provider. This process will redirect the user to the service provider's website to validate their login credentials and explicitly authorize consent for you to access their data.
  2. Upon successful authorization, Railz will encrypt and store the business' connection credentials which creates a new connectionId associated with the businessName and serviceName.
Railz Sites - Connect a business. Click to Expand.Railz Sites - Connect a business. Click to Expand.

Railz Sites - Connect a business. Click to Expand.

Synchronizing business financial data

Before you can see the data of the connected business in the Railz Dashboard, they need to be synchronized. When your business customer authorizes connection to their business data, Railz automatically retrieves all the supported data types. Please see synchronizing data before you proceed to the next step.


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