Install Wiise app updates to enable Wiise bank feeds

Overview:

How to enable Wiise bank feeds for your customers?

To enable your customer to start using Wiise bank feeds, please ensure the following are set up. 

Note: Your customer environment must already be migrated to Wiise 2.0. If your customer is on the Wiise Application Family and has not migrated yet, please contact Wiise Support. 

  1. Go to your M365 admin page. Then, review the application page for your Production environment. 
    wiise 2.0

    Note: The latest minimum Current Version should start from 24.0.164

  2. Select the Production environment hyperlink.
  3. Select Apps.
    apps
  4. Search for the Wiise and Wiise Australia apps and install the updates. 
    install updates
  5. When the updates are installed, log into Wiise. 
  6. Then, search for Wiise Azure Setup. Select the related link.
  7. Select Actions. Then, select Register Wiise

    Note: The Register Wiise action, brings in the installed updates and Wiise functionalities. 
  8. Your customer can now activate Wiise bank feeds. 

What's next?

Find out how to set up bank feeds in Australia or New Zealand.
 

Need more help?    

No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.