Import user

BL Banking Web allows to import users from another installation or even from another program, such as BL Banking. Besides the user, his bank connections are imported, so that he will not have to initialize again with the banks. If a bank connection does not yet exist in BL Banking , it will be newly created. Other data such as account statements, sent files and payment recipients, will not be imported.

The import takes place in three steps with two persons involved. First, an administrator creates the user to be imported in BL Banking Web. The procedure for this is described in the section User administration.

Next, the user to be imported calls up the page Synchronize with app in the other installation. If another program is used, he selects the corresponding function. There he copies the code consisting of numbers and letters into the clipboard or a temporary text file.

In the third step, the user to be imported logs in to the new installation of BL Banking Web. For this, he uses the temporary password that the administrator gave him in the first step. Then this page appears, where he transfers the previously copied code into the field Synchronization number and enters his previous password from the other installation. Since the imported data is temporarily stored on the Internet, this process must be completed within five minutes.

Figure: Form for importing a user