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Step 1. To Enable Salestrekker inside CashDeck
Login to your CashDeck account and click on the Your Account link under your name (top left corner).
Click on Settings, then click on External Apps tab to the right.
Enable your Salestrekker API key, and copy this key.
Step 2. 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.