How to Import Scantek Data into easyAML
Learn how to connect your Scantek account to the easyAML platform to streamline your compliance workflow.
How to import completed KYC/VOI data from your Scantek account into easyAML. Install the Scantek app from the easyAML Marketplace, authorise the connection, then use the Import menu items that appear to bring individuals across.
On this page: Watch the video · Step-by-step guide
Step-by-step guideJump to: Install and authorise · Import your Scantek data · Troubleshooting
Install and authorise the Scantek app
- Open the Apps menu on the left, then click Marketplace.
- Find Scantek and click Install.
- After the app installs, click Authorise - a window opens asking you to log in to Scantek to confirm the connection.
Installation alone is not enough - the import options only appear once the connection is Authorised. If you installed the app but can't import, re-open it and complete the Authorise step.
Import your Scantek data
- Once connected, new menu items appear: Import Individuals (and, where supported, Import Legal Entities / Import Transactions).
- Select the Scantek records to bring across and confirm the import.
- Each imported individual carries their completed Scantek verification - link them to entities or transactions as normal. Use Re-link on an entity's UBOs tab to connect an imported individual to a company record.
Troubleshooting
- "Already added" message: the individual may already exist in easyAML - check your Individuals list and clear any default filters before re-importing.
- A verification didn't transfer automatically: run the import again and select the missing record.