Integrate your FileInvite with CreditSense

Save time collecting bank records by linking FileInvite up with your CreditSense account to pull in bank statement data from your clients.

🔒Note: Integration with CreditSense is available on the Pro and Multi plans.

In this guide:

• Activate the CreditSense Integration

• How it works

Activate the CreditSense Integration

1. In the FileInvite app, go to Settings > Integrations

2. Under the CreditSense integration, click Settings

3. At the bottom of the CreditSense integration page, click the Setup button

• Or click the Setup tab

Setup via Wizard

These steps highlight how to use the Setup Wizard for setting up Credit Sense, if you already have your Credit Sense StoreCode you can proceed past this section to the Setup Via Credit Sense StoreCode section.

1. Click the Setup Wizard button

2. Select either Yes or No depending on whether you have an existing Credit Sense Account

3. Fill in your details to have your CreditSense Account setup and a StoreCode sent to you necessary for the integration

4. Once you've setup your account and received your StoreCode enter this into the requesting field

Setup via Credit Sense StoreCode

If you already have your Credit Sense StoreCode you can proceed through these steps to get setup, otherwise see our above section Setup via Wizard to use the Wizard for setting up Credit Sense.

1. Enter your StoreCode into the text field below 

2. Hit Save and you'll see the Connected message display below the text field as per the below screenshot

• If you run into any problems setting up this code let us know in the chat bubble 

Requesting CreditSense Records

Now the integration is setup it's time to actually request some records from your clients.