Now supporting open banking connections for Chase

Hi @mar5,

There are a lot of concepts wound up here :slight_smile:

So we have two versions of the data feeds integration with our data provider, Yodlee.
This relates to the connection between your bank and how Yodlee gets the data. Legacy is the first, original version that customers who signed up prior to around mid-Jan 2019 were on. YSL is the newest version and all customers who signed up mid-Jan and after are on it unless manually migrated.

Only YSL users can take advantage of the open banking connection (which this topic is about for Chase specifically). The open banking connections come online one at a time and the schedule and institutions are chosen by Yodlee.

Tiller Money Feeds is available to any customer. It doesn’t matter if they are on Legacy or YSL version of our data feeds integration with Yodlee, but all users who signed up after August 26, 2019 were only able to use Tiller Money Feeds.

As far as the timing of automating the transition of Legacy customers to YSL, I don’t have that information right now. We also don’t have a timeline for any automation of converting Feed Bot fed sheets for use with Tiller Money Feeds. Essentially, customers that want use Tiller Money Feeds that are still using Feed Bot sheets need to manually migrate their data or start over in a fresh sheet if they want to use the add-on based feeds.

Hopefully that helps.