Overview
Connect your accounting software to CreditorWatch Collect to automate data syncing for debt collection. This article covers supported accounting softwares, setup steps, what data syncs, and common troubleshooting.
Supported Accounting Softwares
Xero
MYOB Business Lite
MYOB Business Pro
MYOB AccountRight Plus
MYOB AccountRight Premier
MYOB Acumatica
Quickbooks Online
Microsoft Dynamics 365 Business Central
Benefits of a direct integration
Real-time data syncing
Reduced manual effort
Improved reporting accuracy
Set up the integration
Create your Collect account
Go to the registration page and create a CreditorWatch Collect account.
Enter:
First and last name
Email address
Password (use a secure mix of letters, numbers and symbols)
Connect your organisation
Login to Collect using the email address and password you set above.
Select your accounting software.
Choose the organisation to connect (if your accounting software has more than one).
Provide consent for Collect to access your data.
Wait for the initial import to complete. This may take a few minutes due to data volume.
Video Walkthrough
What data syncs from your accounting software to Collect?
Data Type | Xero | Quickbooks | MYOB Business | MYOB Acumatica |
Initial data import | 12 months of open invoices | 12 months of open invoices | 12 months of open invoices | 12 months of open invoices |
Contacts | ✅ | ✅ | ✅ | ✅ |
Invoices | ✅ | ✅ | ✅ | ✅ |
Credit notes | ✅ | ✅ | ✅ | ✅ |
Contact email | ✅ | ✅ | ✅ | ✅ |
Contact phone number | ✅ | ✅ | ✅ | ✅ |
ABN | ✅ | ✅ | ✅ | ✅ |
Custom fields | ❌ | ❌ | ❌ | ❌ |
Ability to write back notes to the ERP | ✅ | ❌ | ❌ | ❌ |
Ability to write back invoice expected payment date to the ERP | ✅ | ❌ | ❌ | ❌ |
Troubleshooting & FAQs
Why isn’t an invoice showing?
Check if it’s older than 12 months. Invoices older than 12 months won’t be imported into Collect.
Why can’t I send an SMS reminder to my customers?
Ensure the contact has a mobile number in your accounting software. SMS won’t send without a mobile number.
Why is the due date that is displayed in Collect wrong?
Check for time zone or organisational settings mismatches between your accounting software and Collect. Align these settings.
How often does my acccounting software data sync with Collect?
Data syncs every day before your reminder sending time (configurable in Settings).
You can also trigger a sync at any time by clicking Import status in the menu.