Overview
If you'd like to learn more about connecting your Citizens Treasury Intelligence transactions to your FloQast instance, you've come to the right place!
Configuring Citizens Treasury Intelligence
There are a few requirements that must be done within Citizens Treasury Intelligence prior to enabling and configuring FloQast.
Confirm that your company’s bank accounts are onboarded onto Citizens Treasury Intelligence
Balance and transaction activity is flowing into Citizens Treasury Intelligence
Developer Portal access has been provided to an admin user
If you don’t have access the Developer Portal, please send us a message using the chat feature in the bottom right corner of your instance
Registering a new (Trovata) application for FloQast within the Trovata Developer Portal to retrieve the Trovata App Id, Trovata Secret, and Trovata Company Id
Steps for registering a new FloQast application in the Developer Portal
Login to the Developer Portal
Click on the ✚ icon on the right hand side
Register a new application
Enter the Application Name
Enter the Application Description
Select Prod as the Environment
Select the Resources checkbox for the following:
Accounts = GET /accounts
Transactions = GET/ transactions
Click Save
The screen will refresh once your application is registered to provide the Application ID (AppId), Secret and Company Id
🗒️ Note: Creating this new application automatically enables all of the accounts available in Citizens Treasury Intelligence. To select specific accounts, you may edit the application and uncheck any accounts you don't want to include.