CreditSafe - Odoo Integrationby Silent Infotech Pvt. Ltd. http://www.silentinfotech.com
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|Also available in version||v 12.0 v 14.0 v 11.0 v 13.0|
CreditSafe - Odoo Integration
How to Install
How to Configure
How to Use
CreditSafe - Odoo Integration
Creditsafe platform provides insights about your customers, clients, and suppliers. Creditsafe Platform works with companies across all sectors and offers products for finance, risk management, and compliance. Credit Safe Base is an Odoo ERP credit information solution, among others, that allows you to integrate the Credit Safe platform into your Odoo ERP.
For Installation: Search for the ‘Creditsafe Base’ Module in the app store and install the module.
After Installation: Go to CRM → Configuration → CreditSafe Authentication.
Add your Creditsafe Credentials.
Click on the ‘Refresh Token’ Button. It will generate a token for authentication.
In Contacts you can see The CreditSafe icon for the companies. Click on it.
It will open the wizard with the searched list of companies from CreditSafe.
Click on the ‘Show’ button which will show the details of the respective company in the fields.
Click on the ‘Update in Company’ button to update the details in the company.
Check the updated data in the fields under the company name. Also, view the log to check which fields have been updated.
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