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Setting up new organisations with AccountsIQ

How to connect AccountsIQ to Chaser

To connect your Chaser account to AccountsIQ you'll need the Company ID and User Key. 

First, you should this screen: 

Screenshot 2021-02-10 175537

 

Select AccountsIQ

Screenshot 2021-02-10 175519

To find these values, log into AccountsIQ you could be able to see the Company ID. Copy the one you would like to connect.

Screenshot 2021-02-02 at 06.20.13

To find the User Key, follow these steps in AccountsIQ: 

Setup -> Company Details & Settings -> Integration -> Request User Key (you will need to input password for this)

 

Screenshot 2021-02-02 at 06.22.54

Enter these values into Chaser, and your account will connect.