Connect a Bank in the Panel

Connecting your bank is done only in the panel. This page describes the steps in the panel. Once the connection is active, you can see your accounts in the panel and read them through the API.

In the panel, banks live under the Banka Bağlantıları (Bank Connections) product:

The list of banks you can connect: Banks › Supported banks.

Required panel permissions

If you lack a permission, the screen tells you which one is required; you can ask your organization administrator for it.

Choose the environment

Use the Environment selector at the top of the screens to choose Test or Live. The connection is opened in the selected environment and can only be read with an API key of that environment. In the test environment only simulator banks are listed and no real bank is contacted. → Test Environment

The Integrations screen

You start connecting a bank on Banka Bağlantıları › Entegrasyonlar (Bank Connections › Integrations). If you have no connected bank yet, the Go to integrations button on the Bankalar (Banks) screen also brings you here.

On this screen you can search banks by name or EFT code. Each bank's card shows the status of your connection:

Connect a bank

Details provided by your bank

After you deliver the wet-signed application to your branch, your bank sends you the API details for the connection. Enter them as follows:

1. On the Integrations screen, click Details on the bank's card.
2. In the Details provided by your bank section, click Enter details.
3. Fill in the fields your bank sent you and click Save.

Good to know:

• The requested fields differ per bank; the section appears only for banks that require these details.
• The section opens once the connection reaches the Setup pending step; you can also update the details while the connection is Connected or Reading delayed.
• The details are stored encrypted. After saving, the values are never shown again for security reasons; the section only shows Entered and the time of entry.
• To change the details, click Update details. Fields you leave blank keep their current value; you only need to enter the fields you change.
• Entering the details requires the bank-connect:manage permission.

The first read

Once the connection is active, your accounts, balances and transactions start being read from the bank.

• On the first connection, the transactions of the last 30 days are read. These past transactions load in parts within a few minutes; it is normal for the list to be incomplete during the first minutes.
• After that, accounts are read from the bank regularly, at most every 5 minutes. → Limits › Freshness and the read interval
• No webhooks are sent for the past transactions read on the first connection. → Webhook Events

Apply to several banks at once

To connect several banks at the same time, use Banka Bağlantıları › Başvuru formu (Application form):

1. Select the banks. Banks you already have a connection or application with, and banks not supported in this environment, cannot be selected. Connect banks that ask for connection details (e.g. an IBAN list) one by one on the Integrations screen.
2. Review the required documents. The documents requested by the selected banks are shown in a single list; a document requested by several banks is listed once, with the banks it is requested for. Download the sample forms, fill them in and deliver them as the delivery instructions say.
3. Start the application. A separate connection is opened for each selected bank. The result screen shows how many applications were created and which ones could not be opened and why.

The next steps run separately for each bank: delivering the document to the branch, entering the details provided by your bank and the setup.

The application process

Until the connection is active, the application goes through these steps. The same status appears in the connection's status field in the API:

For banks that require no documents, the application starts directly at the setup step. What each status means and what to do: Concepts › Connection statuses.

Connection details

On the Integrations screen, click Details on a bank's card. The details show the connection status, the application process, the application documents, the Details provided by your bank section, the application and activation dates, the time of the last successful read, the number of consecutive failed reads and the number of accounts. View accounts takes you to your accounts at this bank.

To see the balances and transactions of a connected bank, click the bank's card on the Bankalar (Banks) screen. → Banks and Statements › Bank details

Disconnect

In the connection details, click Disconnect and confirm.

• The connection's status becomes DISCONNECTED and no new transactions are read from this bank.
• The connection's accounts are not deleted; their status becomes INACTIVE.
• To read the bank again you need to reconnect it; the new connection gets a new connectionId.
• If you disconnect a connection in the application stage, the application ends; to reconnect you apply from the start.

Why you cannot connect a bank through the API

Connecting involves your bank details and application documents. These are entered only in the panel, with your panel session, and never pass through your server. A key cannot be granted permission to connect or disconnect; keys read data and, when permitted, send transfers and exchange currency.