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Activating CID/OCR in Catacloud – moving an agreement from another system

How to activate CID in Catacloud when you already have a CID agreement in another accounting system, and what to do if you get an error message.

Written by Florence C.L.H. Kröger-Smedmann

Where do I find the CID setting in Catacloud?

Go to Administration → Module settings → Invoicing. Under the Delivery and payments section you'll find the toggle for CID number.

Note that costs may apply when activating and using CID.

Why do I get an error message when I try to activate CID?

Catacloud can only create a new CID agreement if there isn't already an active agreement with the bank. If you're coming from another accounting system and already have a CID agreement there, you'll get the following error message when you click Activate KID:

This happens because the bank has already registered an agreement with another system as the data recipient. Catacloud sees this agreement and can't create a new one as long as it exists.

What do you need to do?

You have two options:

Option 1: Deactivate CID in the previous system, then activate in Catacloud

  1. Log in to the previous accounting system and deactivate the CID/OCR agreement there.

  2. Wait a few days until the bank has updated and the agreement has been removed.

  3. Go back to Catacloud (Administration → Module settings → Invoicing → CID number) and turn on the toggle – this should now work without an error message.

NB: It can take 1–3 business days from when you deactivate in the other system until the bank is synchronized. Feel free to try again the next day if it doesn't work right away.

Option 2: Send a registration form to the bank

If you don't have access to deactivate CID in the previous system, or you want to move the agreement directly, you must send a registration form to the bank.

This is also necessary if you want to have multiple CID agreements (you can have up to 3 agreements in total).

Fill in the form with the following information:

  • Data recipient (item 11): 00227283 (Catacloud)

  • Modulus: Mod 10

  • CID length: 16 (incl. check digit)

Download the registration form here:

Send the completed form to your bank.

Example of how to fill in the form

  • Customer: Your company name

  • Org. no.: Your organization number

  • Account number: Your account number

  • Data recipient/Customer unit ID: 00227283 (Catacloud)

  • CID length: 16

  • Modulus: 10

When should you contact us?

Get in touch if you have followed the steps above and still can't activate CID in Catacloud. Please provide:

  • Which client/company it concerns

  • Which error message you're getting (a screenshot is helpful)

  • Whether you have deactivated the agreement in the previous system, and when this was done

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