CreditSafe - Odoo Integration

by
Odoo

1390.35

v 15.0 Third Party 1
Live Preview
Required Apps CRM (crm)
Lines of code 874
Technical Name odoo_creditsafe_intigration
LicenseOPL-1
Websitehttp://www.silentinfotech.com
Also available in version v 12.0 v 14.0 v 11.0 v 13.0
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Required Apps CRM (crm)
Lines of code 874
Technical Name odoo_creditsafe_intigration
LicenseOPL-1
Websitehttp://www.silentinfotech.com
Also available in version v 12.0 v 14.0 v 11.0 v 13.0

CreditSafe - Odoo Integration

Creditsafe platform helps to get insight into every private and public company, and the people behind them. Creditsafe works with companies across all sectors. Credit Safe Base allows you to integrate the Credit Safe platform into your Odoo ERP. This connector allows you to get more insights about the customer and hence make better decisions about your customers and suppliers.
Supported Editions
Community
Enterprise
Creditsafe Base

Highlights

Business Validation

Check an organization is real, affirm its enrolled subtleties, address, and legitimate status.

Auto-Populate Info.

Let the system fill in all the required fields for various rich entities from the Data provided by the CreditSafe platform into your Odoo.

Contact the Decision-maker

Get the contact of decision-makers listed on your Odoo system. Connect directly with them to let the discussion move at a fast pace.

Contact Enrichment

Apart from the available information, enrich the contact with more information accessed from Creditsafe and analyze the customer.

Increased Sales

Get insight into the customer's financial status and propose the quotations accordingly to get it approved in the first shot.

Targeted Audience

Include the company/key individual's contact, and use it for future campaigns after sorting the contacts.

Features

  • arrow Import 30+ fields into the company information under Odoo Contact just through a few clicks.
  • arrow Get a list of companies matching the company name you are searching for when you are not sure about the full name.
  • arrow Select the one company which you want to and automatically populate 30+ fields under the company name along with the name of decision-makers of the company.
  • arrow Select the 'Active Country' from the dropdown within the Odoo itself, to target companies from specific countries.
  • arrow Get the log of the updated information to keep the track of changed values.

How to Install

  • arrow Search for 'Creditsafe Base' Module in the app store and install module.


How to Configure

  • arrow Go to CRM → Configuration → CreditSafe Authentication. Add your Creditsafe Credentials.


  • arrow Click on the 'Refresh Token' Button. It will generate a token for authentication.


How to Use

  • arrow In Contacts you can see creditsafe icon for the companies. Click on it.


  • arrow It will open the wizard with the searched list of companies from creditsafe.


  • arrow 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.


  • arrow Data updated in the company.


COPY LINK

https://silentinfotech.com

+91-075758 02305


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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.

Configuration

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.

Usage

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.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.
The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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