Step 1: Activate Your API Key in CashDeck
In CashDeck, go to Your Account > Settings > External Apps.
2. Click Enable next to the Salestrekker integration.
3. Copy your API Key ID — you'll need it for the next step.
Step 2: Connect CashDeck Inside Salestrekker
Log in to your Salestrekker account.
Go to Settings > 3rd party integrations and enable CashDeck.
3. Paste your API Key into the field provided.
Once connected, CashDeck’s bank statement retrieval feature will be available in all deals within Salestrekker, making it easy to streamline your data collection and analysis.
Want to collect more (or fewer) days of data? You can update this by overriding the default settings set by your external app. Check out this guide for details.