e-conomic users needed to check a customer before giving credit, and to create the customer with correct master data — without switching between Creditsafe's portal and e-conomic or typing the details in. The solution had to build on Creditsafe's Connect API and resemble Creditsafe's integration with Microsoft Dynamics.
The credit check happens where the customer is created. New customers arrive in e-conomic with master data and credit limit from Creditsafe, and changes at existing customers are not missed.
Shown in e-conomic as an extra tab, with a wizard that connects e-conomic and Creditsafe the first time
Search in Creditsafe's database of companies in more than 200 countries
Credit report as a summary with the risk marked in colours, and as a PDF
New customers created in e-conomic with name, address, company registration number, VAT number, email, phone and credit limit from Creditsafe
Customer group, payment terms and VAT zone chosen from your own setup in e-conomic
An existing customer is linked by its registration number and can be updated later with one click
Monitoring of customers, so changes at Creditsafe show up as events in the app
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