Reconcile.ly takes security & privacy of your data seriously and is committed to continue to keep all your data secure. In line with this, this articles covers our privacy policy & data collected by Reconcile.ly 

The EU General Data Protection Regulation (GDPR) will set a new standard for how companies use and protect EU citizens’ data. While this came into effect into May 2018, you will still be required to accept consent through our application 

What is the GDPR?

GDPR stands for General Data Protection Regulation, a new privacy law that regulates the processing of personal data relating to individuals in the European Union. The GDPR strengthens the rights of individuals regarding their personal data, and seeks to unify data protection laws across Europe.

When does GDPR come into effect?

GDPR came into effect on 25th May 2018.  

What's changing?

  • Reconcile.ly  has updated our privacy policy to ensure that the way we communicate to you is concise, smart, and relevant to the  
  • We require your explicit consent by accepting the privacy policy. You'll be prompted to accept the policy the first time you login to create an account.
  • You as a user of Reconcile.ly have rights in relation to your data & what you want to do with it - you can request it be deleted, request copies of it or request we cease processing it. You can find out more about this in the privacy policy.

The Data Reconcile.ly uses

Reconcile.ly currently integrates with Shopify & Xero in order to process your Shopify Accounting information.  This section summarises what data those integrations use. These integrations are required in order for Reconcile.ly to function . Reconcile.ly connects to Shopify, and in addition will connect to either Xero, OR QuickBooks, depending on which platform you specify for your accounting.

When connecting to Xero

Reconcile.ly imports:

  • Company information (such as name, start date, country, currency)
  • Chart of Accounts
  • Tax Rates
  • Tracking Categories

Reconcile.ly creates:

  • Invoices - for sales, and cost of goods sold
  • Credit Notes - when a payout balance is negative
  • Accounts - for default chart of account mappings

When connecting to Shopify

Reconcile.ly imports:

  • Payouts - sales, fees, charges refunds - no identifying customer information
  • Orders, returns, refunds and reimbursements - no identifying customer information

Reconcile.ly creates: 

Your personal information

Reconcile.ly stores information about users, accounts and payments.

Users:

  • Email address (required - for notifications) and optionally name, address, phone
  • A user may access multiple Reconcile.ly accounts. Currently Reconcile.ly only supports single user access.

Accounts:

  • Accounts have a display name (optional), and may have multiple Shopify store names associated with one account.
  • Accounts will have a company name - defined by Xero and company token (required for integration to accounting systems)
  • Company Address (optional - used for billing/invoicing)

Payments:

  • Reconcile.ly stores a record of all payment transactions and events related to your subscription. For example: when you subscribe, make a payment, change plans or cancel a subscription. This is to ensure the service is provided at the appropriate plan level, for subscribed users, and to have a clear audit log should it be required for tax or accounting purposes or for customer service.

Third party services used by Reconcile.ly

Reconcile.ly uses a number of third party tools and services to operate and support the Reconcile.ly service and team. Your data is used with these services, details are listed below:

  • Intercom: For customer messaging & support, live communication 
  • Mailchimp: For customer newsletters and email marketing
  • Gmail: Email & communication
  • Google Docs - internal writing and collaboration

Servers, data processing and data storage


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