The latest Data8 Bank Account Validation solution has all resources neatly packaged with the solution – in order to use it to its full capacity, there are a few steps required. 

 

Initial Configuration

Once installed, navigate to your list of “Apps” and open the app called “Data8 Bank Account Validation Configuration”. 

Here you will need to enter the API keys you made. Paste each API key into the relevant box and click save. 

Field Configuration

If you already have some configurations, they will be listed with a “Configure” button. If not, select an entity on in the drop-down box and click “Add”. Either pressing “Configure” for existing or “Add” for a new entity will take you to the same page. 

 

Once your page has reloaded, you will see an option to map many fields.  

The most important field mappings that are required are “Sort Code” and “Account Number”. 

 

Using the drop-down, select the relevant fields that are to be mapped in to check. 

 

Underneath “Optional Data Mapping”, you can now select where you want your output fields to be mapped to.  

 

The Validation Result is an option set field which will require a new field to be created with an existing  

option set value called “Bank Account Validation Level” (data8_bankaccountvalidationlevel). 

 

Additional Banking Details are the text values that you can store on save. Only text fields will be listed here.