An example of how to use the Creditsafe Integration

The Creditsafe Integration is very straightforward and easy to use and only requires the Organisation Name field to be set in order to work.

For example on the Record below we have only set the Company name “Microsoft”.

Once the Name has been set and the record saved, you can select the Creditsafe tab which will perform a lookup of all the Companies within Creditsafe’s database that have a name like Microsoft.

Select the correct company and select the Continue button. This will populate the details from Creditsafe onto the Organisation Record. You will now be given the option of whether you want to Automatically synchronise the Record or not.

Automatically Synchronising the Record will mean that in the future the Process will query Creditsafe’s database on a regular basis and if any changes are found they will be automatically applied to the Organisation Record. Alternatively you can use the Update button to force a Synchronisation.

When you now return to the Organisation’s Main tab you will see that not only have the Creditsafe Fields been populated but in addition the Company Address, Website Fields will be updated on the Organisation with the information from Creditsafe.  In this case the presence of the Enrich button indicates that further information is available (via the website name).

In addition to updating all of these Fields the Creditsafe integration will also create a Relationship between the Organisation and the Directors and Company Secretaries listed within Creditsafe. A unique Creditsafe Id is stored against the Person so if they are the Director of multiple Organisations a new Person Record will not be created for each Directorship.

The Creditsafe Integration will also populate a Date of Birth Field as well as the Person’s Gender on the Person Record if it exists within Creditsafe.