Link a client | eConnect

As an accountant or intermediary you can link clients to eConnect via an authorisation request. After the client accepts, a partnership is automatically created and you gain access to the connection keys needed to connect your client's accounting software.

How does the authorisation request work?

The authorisation request is a structured process in five steps:

Step 1: Create an authorisation request

Log in to the eConnect platform and go to the Authorisations section. Click New authorisation request and fill in your client's details: the client's name and email address, the software package the client uses and the organisation for which you are requesting the authorisation.

Step 2: Send the request

After creation, the authorisation request is sent to the client by email. The email contains an activation link that allows the client to view and accept the request.

Step 3: Client accepts

The client receives the email and clicks the activation link. If the client already has an eConnect environment, they log in and accept the request. If the client does not yet have an account, they create one first and then activate the authorisation.

Step 4: Partnership is created

After acceptance, a partnership is automatically created between your environment and the client's. This partnership connects the two environments and gives you, as an advanced user or administrator, access to the client's organisations.

Step 5: Retrieve connection keys

With the partnership active, you can retrieve the connection keys for the client's organisation. You enter these keys in the client's accounting software to activate the connection. From that point on, invoices are processed automatically.

Requirements

To send authorisation requests you need:

At least a Basic subscription on eConnect
The advanced user or administrator role in your own environment

The client does not need a special subscription to accept an authorisation; the free Invoice Portal is sufficient if the client only sends invoices.

Linking multiple clients

You can send unlimited authorisation requests to different clients. Each accepted request creates a separate partnership. This way you manage all client connections from a single environment.

For each client you set up the software connection separately with the specific connection keys of that client. The API key can be the same for all clients, but the organisation-specific identifier differs per client.

What if the authorisation request stays pending?

Sometimes an authorisation request remains on the status "Pending". This can have the following causes:

The client has not received the email (check the spam folder)
The client has not followed the activation link
The client has opened the request but has not yet accepted

You can resend the request via the platform. If the client actively declines, you receive a notification.

Want to know more about how the partnership works after acceptance? Read: Partnerships explained.

Start an authorisation request