Create a Railz Sites Link

Create a Railz Sites Link for a New Business

To invite a business to connect their financial data through Railz Sites™, you will need to create a new business to generate a new Railz Sites link.

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Railz Sites Link Expiry

A Railz Sites link is valid for 24 hours. If your business customers don't use the link generated within 24-hours, you will need to generate and send them a new one.

  1. Open the Railz Dashboard™ and log in.
  2. In the left sidebar navigation menu, go to Businesses.
  3. Click Add new Business.
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Railz Dashboard - Businesses. Click to Expand.

  1. In the modal that opens, enter the Business Name, then click Add.

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This will be the same value you use for businessName when requesting data through the API.

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Railz Dashboard - Add Business. Click to Expand.

  1. A unique Railz Sites link will be generated. Copy the link and send it to your business customers to connect their financial data. Click Done to exit the modal.
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Railz Dashboard - Sites Link. Click to Expand.

Create a Railz Sites Link for an Existing Business

You can generate a Railz Sites link for an existing business to reauthorize a connection or add new connections.

  1. Open the Railz Dashboard™ and log in.
  2. In the left sidebar navigation menu, go to Businesses, then click the Manage Business kebab menu icon on the right.
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Railz Dashboard - Manage Business. Click to Expand.

  1. Select Generate Link.
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Railz Dashboard - Generate Link. Click to Expand.

  1. A unique Railz Sites link will be generated. Copy the link and send it to your business customers to connect their financial data. Select Done to exit the modal.

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