A quick step-by-step guide to completing a data request in Secaro, including accessing your request, setting up users, submitting your report, and managing licence payments.
1. Access your request
At the start of a campaign, you will receive an email from your customer via Secaro.
Click “Go to request”
Log in or register
You will be taken directly to your data request
2. Set up your account
New to Secaro?
If this is your first time using Secaro, you’ll need to create your account and set up your users:
👉 How to set up your account (Suppliers)
Already have an account?
If you’ve used Secaro (or M2030) before, log in to access your existing data:
👉 Accessing my old M2030 data in Secaro
❗Remember to also manage your colleagues user roles
Once logged in and set up, continue with the steps below to complete your data request.
3. Review your data request
At the beginning of a campaign, your customer will send a request for data at either:
Facility level, or
Organisation level
You can view this in: 👉 “Requests for my data”
See this article for more : Manage customer requests for your data (Supplier)
4. Complete and submit your report
Once assigned, you can begin reporting.
To complete your submission:
✔ Complete all required data fields - Guide HERE
✔ Answer any customer-specific questions
✔ Share the report with your customer - Guide HERE
❗ Important: Your report is only complete once it has been shared
5. Pay licence (if required)
If your customer does not sponsor your licence:
You must purchase a licence before sharing your report - Guide HERE
Payments and subscriptions can be managed in-platform - Guide HERE
6. Submission checklist
⏹️Account set up complete
⏹️Request accepted
⏹️Assigned to facility/org
⏹️Report completed
⏹️Customer questions answered
⏹️Licence purchased
⏹️Report shared
If you need further support, please contact our team via the support form.