How to navigate through Insight

We have created Insight to facilitate the use of our services. All the most important services are gathered in one place. On the platform, you can view the import results in a visual format, check API usage statistics, change API configurations, and manage your account settings.

How to get access

To get an invitation to sign up in the Insight portal, after having met all the formalities, you will need to send to our sales team details about a person who should receive the admin rights. The invitation will be sent by our support team and will be valid for 7 days.

The invitation will take you to registration page where you’ll be required to set up a password and 2-factor authentication (2FA). For the latter, you will need a smartphone app like Authy or similar. The login will be simply your email address. For details about a two-factor, please visit this page.

As soon as you register, you will be able to invite your co-workers to the Insight portal and choose their user rights.

Tabs

After logging in, you should see your account name (client ID) on the left side with a drop-down list if you have more than one account. Here you can choose which account you want to use. To switch from one to the other you need to click the arrow next to the account name and then choose the one you want. After selecting the appropriate account, you can begin managing it or review data assigned to it.

Upload PDF Statement

Here you can submit your bank statements in PDF format. Just go to the tab, enter ownerExternalId (to identify the user later with your assigned ID), select a bank, upload PDF statements obtained from the user and confirm the operation. If the file is correct, you should receive a report based on the statement you upload. This tab is optional, only accounts that have the PDF parsing service enabled will have it visible.

Clients

Here you can review imported end-users data. After a successful import, the data will automatically appear. You can search the list by ID or by name. The view contains a list of successful imports. To see all sessions go to API Usage.

Additionally, there are two icons next to each report, the first one downloads the report in XLSX format, the second deletes the report from the server. Manual removal of the reports is not necessary as they are deleted automatically 24 hours.

Users

The Users tab is divided into two sections:

• Users - change user permissions, delete accounts and reset 2FA - to find out more, please see this page.

• Subscribers - add the additional emails for the users which should be informed about API changes and important product updates, but do not require access to the Insight platform.

Invitations

Under invitations you’ll be able to see previously sent invitations and whether they were accepted. There’s also an option to add another user to your account - just click the “Invite” button. Remember that the invitation is valid only for 7 days. You can find out more about the user management option in this guide.

API usage

The tab provides API usage statistics, allowing you to view session counts for each service on a monthly basis. Additionally, you have the option to download a CSV file that contains details about these services and their sessions, including unsuccessful ones. You can easily switch between different years by accessing the drop-down menu in the top right corner.

Management

Here you can manage your API settings:

• API keys - list of API keys used to access Kontomatik servers. The keys are masked - only two first and last characters are shown. You can only see the whole key immediately after generating one. You can also generate new keys here (multiple keys can be used simultaneously).

• XLSX Password - here is the password you should use to decrypt XLSX files with the client’s data.

• IP Whitelist - list of IP addresses that can access Kontomatik servers to import data - for the test environment you can use wildcards whereas for production one you’ll need to add your server’s IPs separately (up to 30).