How to Set up a Fetch Connection

Use Fetch to automatically collect your bills and invoices from supplier websites.

This means that you don’t have to spend any more time logging into websites, finding your documents and downloading them. Instead, Dext Prepare will automatically check each of your authorised suppliers  once a week and add any new documentation straight to the inbox.

• Set up a Fetch Connection
• Manage a Fetch Connection
• Fix ‘incorrect log-in credentials’ Error

How to Set up a Fetch connection

To set up a fetch connection:

1. Go to Business Settings in the sidebar, then Connections.
2. Go to either Cost Connectors or Sales Connectors, and click Connect.

3. Then click the Add connection button.

4. Then find your supplier or customer and click Connect.

5. Select the document owner for all transactions added via the connection.
   
   Then click Connect or Asks client to connect if you want them to set up the connection (the client will be sent an invitation to connect).

6. If you clicked ‘Connect’, on the next page, enter the login details for the supplier portal to authenticate the connection, and select a date to collect documents from, and any other required information. When ready click Connect.

7. Once successful, you will return to the Invoice fetch page where the supplier will be listed as ‘Connected’. 

Managing a Fetch Connection

To manage a Fetch connection:

1. Go to Business Settings, then Connections.
2. Under Cost Connectors or Sales Connectors, and click Manage next to the Invoice Fetch.

After the initial set up, Fetch will collect any documents already present in the supplier portal and post them to the client’s inbox within 48 hours. Following that, Dext Prepare will check for and download any new documentation from the portal on a weekly basis.

Occasionally your Fetch connection can be disrupted (e.g. if you change your password or set up 2-factor authorisation). If this occurs, a user will receive an email and a warning message will be clearly displayed in the ‘Connected Suppliers’ page with instructions on how to resolve the issue.

How to Fix ‘incorrect log-in credentials’ Error

This error occurs when setting-up a fetch connection and making a mistake during the process.

The log-in credentials for the supplier portal need to be exactly the same when entering them on Dext Prepare.

Common mistake include:

• Selecting the wrong URL – there are suppliers that have different websites for different regions for example amazon.co.uk and amazon.de. There are also supplier portals that have different links for Personal Accounts and Business Accounts for example home.bt.com and business.bt.com
• Wrong username – please check whether the supplier portal is using a username (e.g user123456) or an email address (e.g user123456@mail.com). Also usernames are case sensitive so be aware of automatic capitalisation (e.g User@email.com instead of user@email.com)
• Wrong password – passwords are case sensitive and also have issues with spacing. Ensure the password does not have any extra spaces before and after entering the information.
• Using Single Sign On (SSO) – if using SSO for any supplier portal this requires a different connection to be established in order to utilise the SSO. Either use an email and password to log-in or request a fetch connection for your desired supplier portal and SSO method.