In short
After setting up the connection, it takes a while before you see anything. Allow up to 48 hours for your accounts to appear under Banking and for your first transactions to come in. If you still see nothing after that, there is usually something wrong with the mandate or with the synchronisation.
What is normal
- The status of the integration switches to Active as soon as your token has been accepted.
- Your bank accounts can become visible up to 48 hours later under Banking > Accounts.
- Transactions do not come in retroactively with a first connection. You only see transactions from the date on which the connection was set up. Lucy cannot retrieve what happened before that.
- If you disconnect the Codabox integration and then connect again afterwards, the transactions do come in retroactively.
Still nothing after 48 hours?
Go through this list:
- Is the integration really set to Active? As an entrepreneur, check under Settings > Integrations at Codabox. If it still says that the token has been requested, the connection has not been completed.
- Is your account included in the Codabox mandate? An active connection does not automatically mean that every account has been passed on. Your accountant passes on the accounts in his Codabox portal. Check this with your accountant.
- Do you see one account and not the other? Then that other account has probably not been added to the mandate. That also happens at Codabox, not in Lucy. Contact your accountant.
- Has the delivery stopped since a certain date? Check when your last transaction came in. If that was days or weeks ago while the status remains Active, then it is not a setting but a delivery problem. Disconnect the integration and request a new token. This causes a reset.