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Connect Compello InvoiceApproval to retrieve invoices and documents in Watchdog. Watchdog does not change documents in Compello.

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Before you begin

Ask your Compello administrator to prepare an integration user. You will need:
  • the username and password
  • the Customer ID used to sign in to Compello
  • the ClientId for the client whose invoices you want to import

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Connect in Watchdog

  1. Open Integrations → Compello and add a connection.
  2. Enter the details from your administrator.
  3. Select Test Connection, then save the connection.
Each connection covers one ClientId. Create another connection to import invoices from a different client.

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For the Compello administrator

The integration user needs access to read the InvoiceApproval worklist and download documents. Watchdog uses FetchWorkList, FetchDocument, and FetchDocumentImages in the Integration API. Watchdog does not archive, reactivate, or distribute documents in Compello.

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If the connection does not work

Check that the username, password, and Customer ID belong together, and that the user can access the selected ClientId and its documents. Ask your Compello administrator or Compello for help with your environment’s permissions.