Synchronizing TrustBooks with LawPay
This tutorial will walk you through the steps to synchronize TrustBooks with LawPay. This will allow you to import credit card transactions from LawPay.
1. Start on the Dashboard Page. Select MISCELLANEOUS and Manage Integrations. This will open up the Manage Integrations page.
2. Select Sync Payment Services.
3. On the Link Services Page select LawPay from the drop down and select Sync.
4. At the LawPay login screen, type in your LawPay email address and password.
Note: Be sure to use your LawPay username and password here. Not your TrustBooks username and password.
5. Click the SIGN IN button.
6. You will need to validate your LayPay credentials. You will need to complete this process within 20 minutes of requesting the code. Check the email account used for LawPay. Type in the security code you received in your email and click the Confirm my browser button.
Note: If you miss your 20 minute window or do not get the email then you can request a new code with the Send me another code button.
7. Authorize Application by selecting Authorize.
8. The Manage LawPay Integration page will now be available.
9. Select the TrustBooks Bank account, The LawPay Bank Account and then enter the Import from date.
10. Select Link Accounts.
11 . Congratulations you are now officially synced with LawPay!
Note: TrustBooks synchronizes all LawPay transactions once an hour. Once the synchronization has completed all your posted LawPay credit card transactions will appear here. Only posted transactions will appear. TrustBooks does not import pending transactions.
Click below to read our tutorial on Importing Synchronized LayPay Transactions.