Connect a source
1
Choose the system
Open Integrations and select your accounting or invoice-processing system.
2
Follow the connection guide
Watchdog shows the provider-specific steps and credentials required for that connection. These instructions stay in the connection flow because they are needed while entering credentials.
3
Test the connection
Run the connection test and resolve any authentication, permission, or account-selection errors before saving.
4
Set the scope
Where supported, select companies, suppliers, processing statuses, or file paths that should be included.
5
Synchronize
Start a manual synchronization for the period you want to import. Configure automatic synchronization separately when continuous ingestion is required.
Manual and automatic synchronization
Manual runs use the dates and scope selected for that run. Automatic synchronization has its own durable schedule and progress, so running a manual import does not redefine automatic coverage.Connection-specific help
Provider credentials and screens change over time. Use the guide embedded in the selected connection form for the exact setup fields. This Help Center remains the canonical source for the shared Watchdog workflow and operating model.Use the smallest source scope that covers the invoices you intend to review. A narrower scope reduces unnecessary synchronization and makes validation easier.