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Integrating with Salestrekker

Download your client's bank statements, transactions and expense analysis and view them directly in Salestrekker.

Dale Stephens avatar
Written by Dale Stephens
Updated this week

Activate your API key via your account settings.

  1. Go to Your Account, Settings, External Apps.


2. Click Enable and copy the API Key ID so it's ready to paste.

Activate CashDeck inside Salestrekker

Go to Settings > 3rd party integrations.

Switch 'ON' CashDeck integration.

Paste the CashDeck API key to make the integration active.

CashDeck integration is now functional.  Your clients' bank statements will be automatically saved and expense mapping will show in expense tab commentary.

Override Settings.

Requests created via Salestrekker default to 180 days, and allow your client to choose which accounts to share. You can override these default settings inside your CashDeck account.

Full details in this guide.

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