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


Railz Dashboard - Businesses. Click to Expand.
- In the modal that opens, enter the Business Name, then click Add.
This will be the same value you use for
businessName
when requesting data through the API.


Railz Dashboard - Add Business. Click to Expand.
- 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.


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


Railz Dashboard - Manage Business. Click to Expand.
- Select Generate Link.


Railz Dashboard - Generate Link. Click to Expand.
- 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.
Updated 5 months ago