Users with CashDeck accounts can integrate into Salestrekker and manage the process within the CRM.
CashDeck is a service completely independent of Salestrekker that provides a link to the banks for easy extraction of up to 6 months of the original bank PDFs, latest transaction list and the summary of income and expenses.
Login to your CashDeck account and get the API key.
Go to Settings > 3rd party integrations and switch 'ON' CashDeck integration:
Paste the CashDeck API key to make the integration active:
CashDeck integration is now functional.
In summary, clients can be invited to provide their bank statements using CashDeck via:
An email sent from Deal View (email is predefined by CashDeck) - see image below for CashDeck icon in deal view
Client Portal
Bank statements will be automatically saved and expense mapping will show in expense tab commentary.
Cashdeck URL received will be valid for 5 days (120 hours).
The automation note indicating that the Cashdeck link has been sent via email will not be generated in the deal.
Salestrekker Pty Ltd is in no way responsible for the service provided by CashDeck.