Where to find it
Settings → Connections → Spendesk
✅ Common tasks
Connect Spendesk
In Spendesk, go to Settings → Integrations → API access management
Copy the Client ID and Secret Key
In Cashfeed, open Settings → Connections and choose Connect Spendesk
Enter both credentials and click Connect
Wait for the "Spendesk connected successfully" message
Only Owners and Admins can connect, sync or remove Spendesk.
Check connection status and sync
Open the Spendesk connection under Settings → Connections
Check Status (Active or Expired) and Last synced
Click Sync Now to trigger a fresh sync
Wait for the "Sync queued" confirmation, then check back later
Review imported records on the Transactions page
"Sync queued" just means Cashfeed accepted the request — it doesn't mean the sync finished.
Reconnect or remove Spendesk
To reconnect, open Connect Spendesk and re-enter the same Client ID and Secret Key
Click Connect to reactivate the existing connection
To remove, open the connection actions menu and choose Remove Connection
Confirm removal in the dialog
Removing the connection archives all bank transactions linked to it and clears the stored credentials.