How to Manage Credit Bureaus
SecurityTrax is integrated with the three main credit bureaus: Experian (through Hart), Equifax, & TransUnion and can be run on your Leads or Customers. Additionally, we're integrated with ADT's Credit Checks. Specific pieces of information are needed for each credit bureau in order for the proper connections to be established.
To view your list of credit bureaus
- While logged into SecurityTrax, click on your Company Name or the Hamburger icon
in the upper-left header.
- Note: Once clicked, the hamburger will change to
.
- Note: Once clicked, the hamburger will change to
- Under Admin, click Company Settings.
- Scroll down to the Integrations section.
- In the Integrations section, click Credit Bureaus.
To add a new credit bureau
- While on the Credit Bureau page, click Add.
- In the Add Credit Bureau window, fill out the required fields (Name and Type).
- Once the Type field has been selected, additional fields will appear. Complete all that apply.
- Click Save.
To edit a credit bureau
- While on the Credit Bureau page, click anywhere on the row of the desired credit bureau.
- In the Edit window, update the desired fields.
- Click Save.
To delete a credit bureau
- While on the Credit Bureau page, click anywhere on the row of the desired credit bureau.
- In the Edit window, click Delete in the lower left of the page.
- A confirmation message will appear. To confirm, click Delete again.