Bank API (E-learning)

The Bank API Certification training is designed to enable participants to acquire a thorough understanding of the setup required for reading and integrating files from banking systems using API.

Description

Learn to configure bank API connections to automate the reception of bank statements and the sending of payments to banks.

Prerequisites

  1. Registrants must be either contractual Kyriba Partner or Employee

  2. Registrants must be certified in the Cash Management, Payment and Connectivity modules

Agenda Content

  • Introduction to bank APIs

  • Configuration of receiving (bank statements) and sending (payments) services associated with contracts

  • Automation of bank statement reception

Assessment method

Upon completion of the training session, participants are required to undergo a quizz to attain Certification. A minimum score of 100% is required to ensure the participants meet the objectives covered in the training.

Note

Requirements to Partners and internals: All ELMS pre-work and quizzes are required, shall these steps not be completed, the final test results would be marked as incomplete.

Public

This training is open to professionals in the finance, accounting, and treasury departments of organizations, including consultants, accountants, treasury assistants, treasurers, and financial assistants who use a TMS.

Operating Methods

  • Access Modalities and Timeframes

Deployed exclusively through self-training, the sessions follow the participant's pace. The sessions only accommodate the concerned participant.

  • Technical Means

In self-training, access to the Online Learning System (ELMS) is open within 48 hours (labor days) following the participant's registration. The participant's attendance is verified through the logging of connections to the ELMS.

  • Supervision Means

For self-training sessions, the participant has the option to ask questions to the Kyriba Academy team sending an email to kyriba.academy@kyriba.com 

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