| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 350 |
| Technical Name |
oplify_creditsafe_connector |
| License | OPL-1 |
| Website | https://www.oplify.be/ |
| Versions | 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 350 |
| Technical Name |
oplify_creditsafe_connector |
| License | OPL-1 |
| Website | https://www.oplify.be/ |
| Versions | 18.0 |
Creditsafe API Connector
Creditsafe API Connector allows you to fetch company data based on configurable Peppol EAS or VAT number.
Get insights into your customers' creditworthiness and financial health with just a few clicks.
Watch the Demo
Click the image to open the full video on YouTube
Key Features
Real-Time Company Credit Checks via Creditsafe API
Effortlessly retrieve company credit data directly from Creditsafe using VAT or Peppol EAS identifiers.
The connector fetches detailed reports including credit scores, credit limits, registered addresses, and risk descriptions - right from the contact form.
Smart Score-Based Payment Term Mapping
Configure how Creditsafe credit scores automatically translate to payment terms in Odoo.
Reduce financial risk by aligning your payment policies with verified creditworthiness using a simple, editable mapping interface.
Embedded PDF Credit Report + Access Control
Store and access the official Creditsafe PDF credit report directly on the contact record.
Role-based access ensures only authorized users can fetch or view credit data, maintaining control and compliance in your workflows.
Contacts
Creditsafe information displayed on contact records.
Creditsafe Connector for Odoo
This module integrates the Creditsafe API into Odoo, allowing you to retrieve credit reports for companies directly from the contact form (res.partner). It also supports integration with Peppol EAS and automated credit scoring mapping to payment terms.
Features
- Fetch Creditsafe data using VAT or Peppol EAS code
- Display company credit score, limit, and official info in a dedicated tab on contact form
- Store Creditsafe PDF reports
- Restrict data fetch and edit rights with two user roles
- Map Creditsafe credit scores to Odoo payment terms and credit limits
- Configure mapping between Peppol EAS and Creditsafe search fields
Easy Installation
- Download the module and place it in your Odoo addons folder.
- Update the app list: Apps > Update Apps List
- Search for Creditsafe Connector and install it.
Access Rights
To configure who can use the connector, two roles are available:
Creditsafe Reader
- Can view Creditsafe data on the partner form
- Cannot fetch or update data
Creditsafe Operator
- Can fetch company data from Creditsafe
- Can update mapping tables and configuration
Assign roles via: Settings > Users > Access Rights > Creditsafe Access
Configuration
API Credentials
Navigate to: Creditsafe API Connector > Configuration > API Configuration
Set the following: - API URL (defaults to https://connect.creditsafe.com/v1) - Email - Password
Score to Payment Term Mapping
Menu: Creditsafe API Connector > Configuration > Score Mappings
Each entry links a Creditsafe score (e.g. "A", "B") to an Odoo payment term and credit limit based on a specific domain.
Peppol EAS Mapping (Optional)
Menu: Creditsafe API Connector > Configuration > Peppol EAS Mappings
Each entry maps a Peppol EAS code to a Creditsafe search field (e.g., registrationNumber, vatNo).
This mapping is optional—if no Peppol EAS is configured on a contact, Odoo will fall back to searching using the contact's VAT number and country.
References: - Creditsafe API Documentation - Peppol EAS Directory
Usage: In Partner View
Navigate to any company contact (res.partner). A new "Creditsafe" tab appears for users with Reader or Operator role.
Operators can click the "Fetch from Creditsafe" button to retrieve and store: - Company name and ID - Credit score + description (color-coded) - Credit limit (with currency) - Registered address - Last checked date - PDF report (stored as attachment and visible in the chatter)
Mappings (score/payment term and EAS codes) are applied automatically if configured.
Support
For questions or feedback, contact: boost@oplify.be
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. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR 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, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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