Here's how to resolve the Finmo API error - so we can get your clients importing into Ownwell ASAP!
If you're receiving an error and the Finmo API is not importing your clients into Ownwell - please complete the following steps:
1. Login to your Finmo account
2. Click on Integrations
3. Click on the Finmo API
4. Screenshot the entire Finmo API section and send it over to us at [email protected]
This screenshot will help us troubleshoot and resolve the issue with you!
*The Finmo API should import your clients daily every evening. If you're noticing that client files are not importing based on maturity (files coming to maturity the soonest), please let us know!