How the Equifax Integration works:
Equifax pulls report data via their secure API from 3 reports within a company's configuration.
Steps to Setup the Reports:
1) Reports should be copied from the template.
2) Un-Share the reports correctly so they can be seen by the API and clients won't edit them.
Navigate to My Saved reports within a company.
- Find the saved view for Equifax.
- Edit each report so that they are not shared.
- Save
Import the report owner should say System Administrator when all three reports have been updated. If the owner is listed as Company, then the report is not visible through the API.
3) Enable the Equifax access to the company using the Extra Field in our Parent Admin Company.
This is done outside the company, under the Extra Fields Widget.
Marking this as Yes will give Equifax the access they need.