Contact support in the app
Start a support conversation, include useful details and files, read replies, and follow up from Settings → Support.
2 min read
Use Settings → Support when you need help with BankSync. Your request becomes a conversation you can return to, with replies in the app and by email.
Open the workspace your question is about before starting. This gives the support team the workspace context alongside your message.
Start a conversation#
- Open Settings → Support, then choose Get help.
- Under What is this about?, choose Something is not working, A suggestion, or A question about my account, as appropriate.
- Add a short Subject and describe What happened? Include what you were doing, what you expected, and any error message you saw. For a sync problem, include the feed name and the relevant run from its History.
- If a file would help explain the problem, attach it, paste it or drop it into the message area. Wait for uploads to finish before sending.
- Choose Send. When the request succeeds, BankSync opens the conversation with its case number and your message.
If sending fails, the form shows the error so you can try again. An empty subject or message cannot be sent, and you need an open workspace to start a support case.
Read and answer a reply#
Return to Settings → Support and open the conversation. The list shows its status and whether there is an unread reply. Opening an unread conversation marks it read for you.
Read the reply, write your answer in the message box and choose Send. You can add files to a reply too. A successful reply appears in the same thread and clears the message box; it does not start a new case or take you back to the list.
Use All conversations to return to your support history. If you follow a case link from an email, sign in to open the conversation you are allowed to see.
Finish or follow up#
For a conversation you started, choose This is resolved once the problem is fixed. If a closed conversation offers Reopen, use it to explain what still needs attention.
The page may also show conversations raised by a colleague in your workspace. Where the controls are offered, you can reply or follow a colleague's conversation; closing, reopening and rating a case belong to its requester.
If you cannot sign in#
Use the contact page, or email support@banksync.io from the address you use for BankSync.
For other requests, see Sending feedback, requests and support questions. For checks you can try before writing, see the Troubleshooting Guide.
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