The Bkper Automations Portal is accessed from within a book.

In the Bkper Automations Portal you find all available Apps, Bots and Bkper Bank Connections that you can install and manage further from here.

Learn to install an Apps and Bots.

User Connections

A connection represents the relation between your user and a Bot, App or Bank Connection.

The listed Apps, Bots and Bank Connections show all your Automations used in Bkper, independent of the current book, with their status Connected or Disconnected.

This user has a CSV App and a Wise bank connection connected to it's user account.

One User Connection automation can be used by many books.

By clicking on a Connected Automation you can revoke your authorization by clicking on disconnect. Disconnect an Automation and it immediately stops working on all the books where it was configured.

By clicking on a Disconnected automation you can Authorize it again by clicking on the green Reconnect button.

In case you collaborate on a shared book that has a Bank connection, you will not see that connection listed on your User Connections because that automation was authorized by the book owner who does see it listed on his User Connections.

Note: Bots that only access Bkper and that not use other authorization scopes, are not listed on the user connections as they use the Bkper authorization itself.

Book Configurations

A Configuration represents the relation between a Book and a Bot, App or Bank Connection.

The configuration sets how an Automation is used in the book where you opened the Portal.

In this book there is an Exchange Bot and a Wise Bank Connection configured.

Click on an Automation to see the configuration details.

Bank configurations set the Bkper account for this Bank connection on the recorded transactions.

Bot and App configurations, show the configuration reference.

To remove an Automation from a book click on Remove. Removing a configuration will not affect the same user connection in other books nor will it revoke the user connection Authorization.

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