Creditsafe API Integration

Creditsafe API Integration

Are you looking for a reliable Creditsafe API integration solution? Or do you still manually check the financial health of your customers and suppliers via Creditsafe? Or are you still relying on your sales team to identify which companies are financially suitable to target?

Codeless Platforms' Creditsafe integration connector provides organisations of any size with the ability to automate the flow of important information between Creditsafe and your accounting, ERP or CRM solution.

By automating your credit referencing process your company will significantly reduce the probability of acquiring bad debt. Also, employees won’t waste time conducting repetitive, error prone activities.

• Automatically retrieve and present 'New Account' and Prospect credit scores
• Automatically update existing customer credit limits in line with changes e.g. company profit growth or loss
• Synchronise changes to vital customer, trading partner and stakeholder information and notify decision-makers or Account Managers

Creditsafe Integration Data Sheet

Codeless Platforms’ Creditsafe Integration provides organisations of any size with the ability to automate the flow of important information between Creditsafe and accounting, CRM or ERP systems.

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Creditsafe API Integration Scenarios and Benefits

Common Creditsafe Integration scenarios that our customers implement using the Creditsafe API Integration connector include:

Codeless Platforms' Creditsafe integration can integrate with a wide range of business systems and applications including:

• ERP systems: SAP Business One, Epicor, SYSPRO, Microsoft Dynamics, Sage 200, Sage 1000, Access Dimensions etc.
• CRM systems: Salesforce, Sage CRM, Infor CRM, Microsoft Dynamics 365 CRM, SugarCRM etc.

The Creditsafe API integration can pull company information from Creditsafe and place it into your existing business systems, including information such as:

Premier Package

Unlock more features in Creditsafe and gather more in-depth information, such as key financials, CCJs, mortgage summaries, and trade debt/bad debt. Contact us for more information on our Creditsafe Premier Package.

Common benefits achieved through Creditsafe Integration with Accounting solutions, ERP and CRM systems and other business applications include:

• Reduced exposure to credit risk
• Repetitive administration associated with credit referencing and data validation removed
• Enforcement of your exact business rules and procedures
• Increased employee productivity
• Improved accuracy of business data

"The data in Creditsafe is updated regularly, so BPA Platform has been deployed to perform an API call to Creditsafe, pull in the latest financial information and update GoldMine. Now we know that when our reps, or anyone else in the company, are looking in the system it contains the latest financial figures for that particular customer."

Director, Bison Machinery Ltd
Bison Machinery Ltd use BPA Platform to integrate Creditsafe, Access Dimensions, GoldMine, UPS and QuoteWerks

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