Creditsafe Epicor Integration

Are you looking for a cost-effective Creditsafe Epicor integration solution to automatically check the financial state of your customers and suppliers via Creditsafe? Or are you looking to remove repetitive administration processes from employee workloads?

Codeless Platforms' Creditsafe integration with Epicor helps you to reduce credit risk and improve the accuracy of your customer records. By automating your credit referencing processes you will reduce employee administration time and costs, as well as the probability of acquiring bad debt.

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Creditsafe Epicor Integration Scenarios and Benefits

Common Creditsafe Integration scenarios with Epicor that our customers implement include:

  • Automatically pull company information from Creditsafe into your Epicor system, including company name, trading name, company VAT number etc.
  • Automated pulling of director reports and placement into Epicor, including details such as: first name, surname, date of birth etc.
  • Automatically retrieve and present ‘New Account’ and prospect credit scores
  • Automatically update existing customer credit limits in line with company changes, including company profit growth or loss
  • Synchronise changes to customer, trading partner and stakeholder information to key decision makers and Account Managers

Common benefits achieved through Creditsafe integration with Epicor include:

  • Reduced exposure to credit risk
  • Eradicate repetitive administration associated with credit referencing and data validation
  • Enforced business rules and procedures
  • Increased employee productivity
  • Improved accuracy of business data
  • Improved decision making
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Epicor ERP Integration

Learn more about Creditsafe, Epicor ERP connectors.

Creditsafe Epicor Integration starts from

Connectors Pricing


One time purchase


Epicor ERP

One time purchase


BPA Platform

Standard Product Base Server

Starts from:


Configuration day(s) required subject to requirement.

Data Integration & Synchronisation

Data Integration & Synchronisation

Integrate applications, systems and web services via easy-to-use, graphical tools.

Drag and drop experience

A full drag and drop user experience so integration steps are visually represented within a wider automated process.

Transformation functions

A set of transform functions that can be dragged onto the mapping area to change the data between input and output.

Hundreds of connectors

Access hundreds of data connectors via one easy-to-use platform.
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