Connecting your accounting software to Debtor Management
Why should I connect my accounting software to Debtor Management?
By connecting your accounting system to Debtor Management, you can use your accounts and invoice information to identify all your late paying customers on a single dashboard and quickly create collection letters without manually entering in the information into a template.
Security
Is my data safe?
Yes, your data is held to the highest level of bank-grade data security protocols and is encrypted end-to-end to safeguard the transmission of data between your accounting software and CreditorWatch.
Our method of connecting to your accounting software passes the requisite penetration tests and is CCPA, ISO27001, GDPR, and SOC 2 compliant.
We ensure strong security measures to safeguard the privacy and security of your information at all times. These measures guarantee that your data is treated with the highest level of care and confidentiality, giving you peace of mind about its safety.
Use and Access of Data
What data will you be using?
CreditorWatch uses the following data fields from your accounting software:
Customer Account Name
Customer Account ABN
Customer Contact Name
Customer Address
Invoice Number
Invoice Amount
Invoice Due Date
How will you access my data?
We access your data via the official Application Programming Interface (API) of your accounting system. We use encrypted tokens provided by your accounting system to access your account once you’ve provided consent to connect. These tokens are stored securely to ensure the safety of your data. We do not have access to your password and do not store your password.
Once you begin the connection process, you’ll be asked to provide consent to securely sharing your accounting information with us.
You have full control over this access and can revoke access permissions at any time by disconnecting your account in your Debtor Management settings page.
How often will you access my data?
We automatically sync data from your accounting system on a daily basis, and when you manually refresh the data from Debtor Management.
Where is my data stored?
Your data is stored securely in Australia.
Data Sharing
Do you share my accounting data with anyone else?
No, we do not share your accounts or invoice information without your permission.
How do you use my accounting information?
We use your customer account information to provide you insights on your overdue accounts and to automatically create collection letters for you.
The below list provides details on how each data point is used within Debtor Management:
Customer Account Name |
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Customer Account ABN |
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Customer Contact Name |
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Customer Address |
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Invoice Number
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Invoice Amount |
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Invoice Due Date
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Will you use my accounting data for any other purposes?
As per CreditorWatch Terms and Conditions, CreditorWatch may use Customer Data to generate anonymised and aggregated statistical and analytical data for CreditorWatch’s product development purposes including, without limitation, for the purposes of generating industry benchmarks, enriching CreditorWatch’s bureau data, generating credit scores or similar reports for distribution to and consumption by other customers of CreditorWatch. Analytical Data does not contain any Personal Information.
Connection Process
How long does it take to connect and sync my accounting information?
It takes a few minutes to connect your accounting software to Debtor Management, but it can take up to an hour to complete the data sync for the first time.
Do I need to connect my accounting software to Debtor Management every time I use it?
No, you only need to complete the connection once unless your username or password to your accounting software changes, or after a period of inactivity.
What should I do if I am having trouble connecting?
If you're experiencing any trouble connecting your accounting system, submit a request here.
Disconnecting and Revoking Access
How do I disconnect my accounting software from Debtor Management?
You can disconnect your accounting software by going to the Settings tab under Debtor Management, go to the ‘Accounting Integration’ section, and click ‘Disconnect’ at the bottom of the page, below the details of your connected account.