How to use 1-Click Auto Import

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Our 1-Click Auto Import tool will allow you to import your clients’ credit reports in a seamless way. To do this, your clients need to share their credit monitoring login details with you during their onboarding process (recommended) or via any other method you prefer. 1-Click Auto Import has replaced our manual system of copying source code, so this will save you tons of time.

 

In this article, you will learn about:

 

To start, make sure you have the following:

 

  Before you start

We highly recommend that you have your client complete their “Client Onboarding” so they can signup for the credit monitoring and add their client login details. For a detailed walkthrough, please visit our article on client onboarding.

 

Where do I find the 1-Click Auto Import tool?

  1. Log in to your Credit Repair Cloud account

  2. Click on My Clients

    RCR_1-001.png


  3. Click on your client’s name to open the client dashboard

    RCR_1-002.png

  4. Click on 1-Click Import and Audit

    1CAI_1-001.png

 

How do I use the 1-Click Auto Import tool?

Scenario 1: My client has already submitted the credit monitoring login details through their portal

If your client has completed their onboarding process and provided you with their credit monitoring login details, you will see the following screen:

ICR_1-007.png

  1. Click on the Import Report And Run Simple Audit button

    Next, you will get a success notification Audit created successfully.

  2. Click on Download PDF and/or Print Audit so you can discuss the Audit results with your client 

    If you don’t want to generate a Simple Audit report, you can click on I don't need an audit, just import. To learn more about Simple Audit, please read this article.

    1CAI_1-002.png

 

Scenario 2: My client didn’t submit the credit monitoring login details through their portal

When your client hasn’t entered their credit monitoring access details, you will see the following screen where you would need to enter the login credentials manually:

SA_2-002.png

  1. Click on Choose Support Provider and pick the provider from the list

  2. Enter the client’s/lead/s Username

  3. Enter the Password

  4. Enter their Phone Number

  5. Enter their Security Word or the Last four digits of SSN if required (depends on the provider)

  6. Enter any Notes you would like to add

  7. Click on the Import Report And Run Simple Audit button

    SA_2-003.png

  8. Click on Download PDF and/or Print Audit so you can discuss the Audit results with your client and define the items for the dispute letters

If you don’t want to generate a Simple Audit report, you can click on I don't need an audit, just import. To learn more about Simple Audit, please read this article.

1CAI_1-002.png

 

  Important Note

Please note that we are not affiliated with the credit report providers. We cannot assist with issues related to your client's credit monitoring account. These tools only work if your client's monitoring account is "active" and the account login details on file match exactly what your client has created (they are case-sensitive).

Regardless of your client’s scenario, the next step after importing a report is to use the Dispute Wizard to generate the dispute letters.

 

1-Click Auto Import - Video Overview

 

 

What you can do now:

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