Installing the Creditsafe Plugin

The first step of accessing Creditsafe data within Workbooks is to install the Plugin, this plugin will install a number of Custom Fields within your Database that will be populated by the integration. It will also create a new menu item that will allow you to monitor the integration once setup.
To install the plugin you will need to go to Start > Configuration > Automation > Plugins once on the Plugins page simply select Add Plugin.

This will open a new dialogue box and allow you to select Scripts from either My Scripts or the Script Library, you will need to ensure that you are accessing the Script Library and then choose Creditsafe from the second Picklist.

Once selected the you will be provided with the Summary and Description of Script which outlines the steps that need to be followed in order to fully set up the integration.

Once you press install Workbooks will start creating the Custom Fields and Processes that are required. Whilst this is happening the Plugin will ask you to log in to your Creditsafe account. It is important that you supply the credentials for the Creditsafe Connect service, not just your Creditsafe user interface login. The username takes the form of an email address and the password is usually generated by Creditsafe and is 24 characters long.

After you have logged in and the Fields have been created you should see a display like the below:

The Creditsafe can now be monitored from this view which is will be available from Start > Configuration > Email & Integration > Creditsafe. 

This will provide a summary of whether the integration has been able to successfully communicate with Creditsafe as well as providing details on all of the Records that have been created or updated by the Process.

Once the Plugin has been set up you will then need to amend any relevant Configure Organisation Records in order to display the Creditsafe information where required.