โ† All Tutorials
๐Ÿ’ธ

Connect Wise

3 minute setup ยท Read-only access

โ„น๏ธ Wise uses an API Token for authentication. You need a Wise account (personal or business) to connect.

1
Go to Wise

Open your browser and go to:

wise.com
๐Ÿ’ก Log in to your Wise account. Both personal and business accounts are supported.
2
Open Settings

Click on your profile icon (top right) and go to:

Settings
3
Go to API Tokens

In Settings, find and click on:

Settingsโ†’API tokens
๐Ÿ’ก This option may be under "Developer tools" or "Security" section.
4
Create New Token

On the API tokens page:

  • โœ“Click "Create new token"
  • โœ“Give it a name โ†’ IncomeBase
  • โœ“Select permissions โ†’ Read only
  • โœ“Click "Create token"
  • โœ“Copy the token immediately
๐Ÿ’ก Choose Read-only permissions for security. IncomeBase only needs to read your data.
5
Paste in IncomeBase

In your IncomeBase dashboard:

  • โœ“Go to Connect tab
  • โœ“Click "Connect" next to Wise
  • โœ“Paste your API Token
  • โœ“Click "Connect โ†’"
๐Ÿ’ก Your token is encrypted with AES-256 encryption before storing.
๐ŸŽ‰
You're all set!

Your Wise transfers will now appear on your dashboard in real-time.

Go to Dashboard โ†’

Having trouble? Contact support