Hi Angela,

Thanks for using Sage City.

The following guide will tell you which banks are available for direct bank feeds: https://desktophelp.sage.co.uk/openbanking/

Looking in to that though, Natwest Bankline isn't supported unfortunately. However, this isn't to say that it won't be added at a future date. 

At the moment, there isn't anything else you can do in order to integrate that and I understand that is frustrating when you're trying to streamline the way you work. However, we're always looking to improve our software and services and the integration with other software in order to improve the way our customers can work so hopefully it's something that we can add in future.

Kind regards,

Sean,
Sage UKI

I am very confused now!  I have just spoken with Natwest Bankline who say it is possible?  They have advised me to follow the below instructions?

Go into;
Administration > Manage roles.
Click into the role account operator.
Change the name of the role to Sage.
Then using the drop down menu at the bottom can you change that from Administration to Third Party Provider Consents and click save & go.
Then tick all privileges on this page, including the acknowledgement and press
continue.
Then tick accounts and continue again.
Then confirm.
Then apply this to yourself by going into;
Administration > Manage Users > Click into your user ID> Scroll down to edit roles/smartcards > Tick the role Sage.
Continue and confrim

Just to update in case anyone is interested.  The instructions that Natwest Bankline gave us worked and we now have the direct feed.

Hi Angela,

Thanks for the additional information. 

I will pass on the feedback to look in to getting our guide updated to show that it is supported. 

Kind regards,

Sean,
Sage UKI

Hi Angela,

Thanks for the additional information. 

I will pass on the feedback to look in to getting our guide updated to show that it is supported. 

Kind regards,

Sean,
Sage UKI