How do I import prior VOIs from Scantek?
Install the Scantek app, authorise it, then import prior VOIs directly.
Install the Scantek app from inside easyAML's Marketplace, Authorise it, then use the Import menu items that appear.
- Open Apps > Marketplace > Scantek (open directly) and click Install.
- Click Authorise - a window opens asking you to log in to Scantek to confirm the connection.
- Once authorised, new menu items appear: Import Individuals (and where supported, Import Legal Entities / Import Transactions). Select the records and confirm.
Installed but nothing imports?
The import options only appear after Authorise - installation alone isn't enough.
"Already added" message?
The individual may already exist - check your Individuals list and clear default filters; use Re-link to connect them to an entity.
"No VOI available to import?
If the VOI is older than 2 years or your business/industry settings in Scantek mean the VOI has already been redacted/deleted or purged then these won't be available to import.
Further information: How to Import Scantek Data into easyAML