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Let's say I want to do a daily pull in of transactions on all my user accounts.

Do I need to manually trigger refreshes every day with startSiteRefresh or will Yodlee anyway do daily refreshes and all I need to use is executeUserSearchRequest alone?

David Lesches
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Yodlee refreshes the user accounts everyday and recommend you not to refresh the user's accounts as a back end service(when user is not logged in), while you can refresh user's account when user log in to your application and want to see refreshed/latest data.

Using executeUserSearchReqeust will pull the transactions from Yodlee data base to your application and won't trigger any refresh.

Apoorv Awasthi
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  • But how would you refresh when they log back in? – socca1157 Jan 27 '15 at 21:53
  • @socca1157 - You could provide a link or button for the users to refresh their accounts in case if they are seeing stale data, and at the back end you can trigger a refresh for that specific accounts of user. – Apoorv Awasthi Jan 28 '15 at 04:03
  • @Apoorv are you familiar with the Yodlee ["Data Extract Procedures" best practices](https://developer.yodlee.com/Aggregation_API/Aggregation_Services_Guide/Data_Extract_Procedures)? It says to call the Refresh API (getRefreshedUserItems) in a loop every minute. Can you please help me understand why that page suggests calling the API every minute but this post suggests otherwise? Thanks! – Kevin Zych Feb 11 '15 at 22:14
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    @KevinZych- getRefreshedUserItems API doesn't refresh the item. It will fetch you the items which got refreshed during the mentioned duration(which Yodlee recommend to keep as 1-5 mins, so you'll get less number of items and process it quickly/easily). While here it is mentioned to refresh user using startSiteRefresh API. – Apoorv Awasthi Feb 19 '15 at 04:15