Yes. windata professional (Windows) connects to your Vivid Business account via FinTS: you can see your accounts, balances and transactions and send SEPA transfers. Setup takes about 15 minutes.
This integration is available for businesses based in Germany. Any team member can set it up, whatever their role.
Before you start
Install windata professional 9 from cisbox.com.
Keep the Vivid app or Vivid web at hand: you will confirm the connection there.
Step 1. Create your FinTS PIN in Vivid
Open Vivid Business and go to Transactions → Bookkeeping → Bookkeeping software.
Generate a PIN. Copy it: you will need it in windata.
Each new PIN replaces the previous one. If you delete the PIN, windata loses access.
Step 2. Add Vivid in windata
In the left menu, go to Stammdaten → Administrator für HBCI (FinTS). On the first start, the same item is also under Erste Schritte.
Create a new HBCI/FinTS contact and enter the bank code 20220867 in the search field.
Tick "Optional: Zugangsdaten manuell eingeben (für Experten)" and click Weiter.
Enter the details:
Server URL: https://api.prime.vivid.money/fints
Version: FinTS 3.0
Benutzerkennung and Kunden-ID: your phone number, +49…
Start the synchronisation, enter the PIN from step 1 and confirm the login in the Vivid app or in Vivid web.
Select the accounts you want to use in windata.
Good to know
You can send single SEPA transfers in EUR. Instant transfers, batch transfers and direct debits are not supported.
For security, a session ends after 5 minutes without activity. After 5 wrong PIN attempts, FinTS access is blocked. To unblock it, delete the PIN in Vivid and generate a new one.
What if the steps above didn't work? You can reach out to our Customer Support team 24/7 via chat in your account.