Introduction

Welcome to an integrated experience that combines the best of Rows and IdentityCheck. Rows is where today’s forward-thinking teams build and share powerful and flexible spreadsheets through a platform that’s both more powerful than a traditional spreadsheet and more flexible than conventional reporting tools. By layering in IdentityCheck, you‚Äôre bringing an extra layer of seamless ID verification to your data operations, helping you streamline know-your-customer (KYC) processes while maintaining an efficient workflow.

Why Connect IdentityCheck to Rows

When you integrate IdentityCheck with Rows, you’re combining the ability to create beautiful, functional spreadsheets with top-tier identity verification. Here‚Äôs why that‚Äôs valuable:

• Enhanced Efficiency: Create processes that automatically trigger ID verification checks without leaving your Rows document.
• Seamless Collaboration: Easily share verified data across teams, ensuring everyone has access to the latest and most accurate information.
• Streamlined Compliance: Improve your compliance processes by ensuring that identity check data flows directly into your Rows templates, reducing manual entry and errors.

For instance, Wardle Partners leveraged IdentityCheck in an accounting context to achieve 5-10x ROI, save 30 minutes per client, and cut costs by 50%. You can read more about it here.

Setting Up the Integration

1. Log in to your Rows account and open the document you wish to integrate with.
2. Navigate to the “Integrations” tab in the toolbar.
3. Search for “IdentityCheck” and select it from the list.
4. Authorize the connection and provide necessary credentials via the setup screen.
5. Customize the settings to tailor identity checks as per your specific needs.
6. Click “Save” to finalize the setup process.

How It Works in Rows

Once integrated, you can set up a workflow where clicking a cell initiates an identity check. For example, if you run a customer onboarding sheet, adding a potential client’s details in Rows can automatically trigger a KYC check through IdentityCheck, updating their status as verified in real-time.

Frequently Asked Questions

Where is my data stored? All data collected through IdentityCheck is stored securely and complies with global data protection regulations.

Can I customize the ID verification process? Yes, the integration allows you to adjust settings to fit your specific compliance requirements and workflow.

What happens if an identity check is incomplete? In case of an incomplete check, you’ll be automatically notified within Rows to take corrective actions.

Final Thoughts

Integrating IdentityCheck with Rows turns your spreadsheet into a dynamic, efficient KYC tool, improving productivity and compliance with streamlined identity verification. Make the most of your data operations and verification processes today by leveraging this powerful integration.