Overview
Occasionally you will need to reconnect your Legl and ActionStep integration. This usually happens when the connection between Legl and ActionStep has expired or been interrupted.
When this happens, you will receive an email from Legl letting you know that reconnection is required. You can reconnect directly through the Legl Middleware App.
Before you start
You will need:
The email address registered on the Legl Middleware App
Your ActionStep login details
The name of the ActionStep instance you want to reconnect
ℹ️ Important
If you are unsure which email address is registered on the Legl Middleware App, please contact our Support team.
How to reconnect the integration
Click the link in the email from Legl, or go directly to the Legl Middleware App: https://actionstep.legl.com/
Log in using the email address registered on the Legl Middleware App
Click Connect and log in to your ActionStep account
Select the ActionStep instance you want to reconnect
ℹ️ Important
Make sure you select the correct instance of ActionStep. Connecting the wrong instance will route your Legl activity to an unintended ActionStep account.
What happens next
The integration between Legl and ActionStep is restored
Legl workflows can be launched from ActionStep matters again
KYC status updates and document uploads resume automatically
Important information
Only reconnect when prompted by email. You do not need to reconnect the integration routinely
If you do not receive an email but suspect the integration has stopped working, contact our Support team before attempting to reconnect
Selecting the wrong ActionStep instance during reconnection can cause Engage requests and disbursements to post to the wrong account