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Santander PJ Secondary User Tutorial

Step-by-step guide to create a secondary user in Santander Empresas so you can connect your business account with Pluggy.

Here is a video showing how to create a secondary account in Santander; below it, you have the step-by-step guide!

The Santander Empresas connector asks for:

  1. AGÊNCIA (branch)
  2. CONTA (account)
  3. USUÁRIO (username) and
  4. SENHA (password)

The branch and account information is the same for both the main user and the secondary user; however, the username and password are specific to each individual connection. In this tutorial we will show you how to create a secondary user so you can connect your data with Pluggy.

  1. Go to the Santander PJ website: https://www.santander.com.br/empresas
  2. On the home page, log in with your Agência (branch) and Conta (account) information

  1. Enter your Usuário (username) and Senha (password):

  1. A QR Code will be displayed to authenticate the connection:

  1. Open the Santander app on your phone as shown in the images below to get the QR Code password ("Senha do QRCode"):

  1. Enter the code shown on your phone in the "Senha do QRCode" (QR Code password) field in your web browser:

  1. On your account's home screen, select the "Configurações e ID Santander" (Settings and Santander ID) menu:

  1. In the "Usuário secundário" (Secondary user) section, select "incluir" (add):

  1. On the next page, fill in all the indicated information and click "Continuar" (Continue):

  1. Check and select the fields as shown in the image, then click "Continuar" (Continue) in the bottom-right corner:

  1. On the page displayed, review the information and click "Continuar" (Continue):
  2. On the next page, repeat the same process from steps 4 to 6 for QR Code authentication.
  3. The "Inclusão finalizada. Veja seu comprovante" (Registration complete. See your receipt) screen will be displayed

  1. Now just use your secondary user to connect with Pluggy. Note: remember that the username and password for your secondary user are the ones you created in step 9 of this tutorial.