Connected Accounts and Integrations
What Clear Ring reads from a connected account,
what it does with it, and what it never writes back.
Clear Ring can connect to third party systems that our customers already use, including ServiceM8, Xero, QuickBooks and Clio. A connection is made only when the customer authorises it, and the customer can remove it at any time from the integration page in their Clear Ring account.
What we read
When a ServiceM8 account is connected, Clear Ring reads job records and the contact details held against those jobs. This covers the job number, the job status, the job date, the quote and invoice status, the job total, and the telephone numbers and email addresses recorded on the job contact.
We do not read job photographs, notes, staff records, timesheets or payment details.
Why we read it
The contact details are used to match a job to the enquiry that produced it, so that the job total can be reported against that enquiry. The job total and the job number are stored against the matched enquiry within the customer’s Clear Ring account.
What we write back
Nothing. The connection is read only. Clear Ring does not create, change or delete any record in a connected account.
Where it goes
Job values may be sent to Google Ads and Microsoft Advertising as conversion values, where the customer has connected those accounts and the enquiry came from a paid campaign. This is limited to the value and the identifier of the advertising click. No contact details are sent to those services.
How it is stored
Access tokens for connected accounts are held in our database and are used only to read the data described above. Job values and references are stored alongside the enquiry record they belong to and follow the retention period set out in Data Retention and Deletion in our Privacy Policy.
Responsibilities
The customer is the data controller for the records held in their connected accounts and is responsible for having a lawful basis for sharing them with Clear Ring. Clear Ring acts as a processor for that data and uses it only to provide the reporting described above.
Disconnecting an account stops any further reading immediately. Data already recorded against enquiries is retained under the standard retention period unless deletion is requested.
Questions
If you have a question about a connected account or want one removed, contact us at hello@clearring.co.uk.