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How do I refresh lists?

Unlimited Plan Plus Plan Standard Plan

Soldo automatically refreshes the imported lists each day after midnight. You can also manually refresh them.

How to manually refresh the lists that are imported into Soldo:

  1. Navigate to the Integrations tab on the left-side menu and select Marketplace.
  2. Select your Sage Accounting integration.
  3. Go to Settings.
  4. Click Refresh next to ‘Refresh integration’ or go to the Lists tab and refresh the list you wish.
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The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.