Assisted Setup
The assisted setup will guide you through the process of establishing a basic setup for Creditsafe Connect.
Important
In the Assisted Setup you will be prompted username and password for each data sources you choose to activate. Make sure to activate the user accounts provided by Creditsafe before using the Assisted Setup. You must also provide Creditsafe with your tenant ID and company name to unlock the application for use in BC. Goto Help->Help & Support in BC to find information about your tenant-ID. To find the company name, open the list "Companies" and look at the column "Name" (Not "Display Name").
Finding the Assisted Setup
Use "Tell Me" to search for "Assisted Setup" and search for "Creditsafe" in the list of assisted setups. Click on "Setup Creditsafe Connect" to start the assisted setup.
Using the Assisted Setup
The Welcome Page
The assisted setup starts with a welcome screen where you can choose to use demo mode (limited to five (5) requests to Creditsafe) or continue using real accounts with usernames and passwords. If you are using Business Central on premises and the demo mode option is not visible, encryption is not enabled for the database. If you have been using Creditsafe Connect in demo mode and want to start using the app with real user names and passwords, you simply run Assisted Setup again.
Click Next to continue.
Select Datasources
The next step is to select datasources to communicate with. A datasource represents a Creditsafe API used for search, credit checks and credit reports.
| Datasource | Description |
|---|---|
| Sweden | Swedish companies and consumers. |
| Global Connect | Global access to companies. |
| Norway - Consumers and Sole Trader | Norwegian consumers and sole trades (implemented as two different datasources sharing the same login credentials). |
Note
For Swedish users:
If your company reside in Sweden, you will most probably use the Swedish datasource for Swedish companies and private individuals. For searching companies outside of Sweden, you need the global datasource. If your company does not reside in Sweden, you will probably use only the global datasource (where you also will find data about Swedish companies).
Contact your sales representative at Creditsafe if you do not have username and password for API-access to any of the datasources you want to use. You cannot use the assisted setup without valid credentials.
Note
For each datasource configuration described below there are setup for Credit Template. Credit templates work differently depending on the type of datasource. Click here to learn more about credit templates.
Click Next to continue.
Configuring the Swedish datasource
| Field | Description |
|---|---|
| Username | Username provided by Creditsafe. |
| Password | Password provided by Creditsafe. |
| Company Credit Check enabled | Specifies if settings for credit check of companies shall be enabled. |
| Company Credit Template Type | Specifies if the credit check for companies shall be beasd on report data (default) or an online credit template defined by Creditsafe. |
| Lowest rating index (company) | Specifies the lowest rating index for a company to be approwed in credit check. The assist edit button opens a list of explanations of different index levels. |
| Company Online Template Name | Specifies the name of the credit template when using Company Credit Template Type = Online Query. |
| Person Credit Check enabled | Specifies if credit check of persons shall be enabled. If enabled a set of fields similar to the company fields will be visible. |
Note
When using report data for credit check a basic template based only on rating index is created. This template can be manually amended with other criterias. Click here to learn more about credit template rules.
Click Next to continue.
Configuring the Global Connect datasource
| Field | Description |
|---|---|
| Username | Username provided by Creditsafe. |
| Password | Password provided by Creditsafe. |
| Create a credit template | Creates a default credit template for the datasource in Business Central. |
| Credit Template Code | The code of the default credit template. |
| Credit Template Description | The description of the default credit template. |
| Lowest Credit Rank | The lowest credit rank allowed for credit check approval. |
| Use Portfolios | Enables the use of portfolios for monitoring. A portfolio will be created for each country that supports monitoring. All monitoring objects (companies) for such countries will be automatically added to the portfolios. These portfolios will each have a rule that monitors ranking decrease. You can manually add more rules to the portfolios after the setup. Click here to learn more about monitoring portfolios. |
Click Next to continue.
Configuring the Norwegian datasource for consumers and sole traders
| Field | Description |
|---|---|
| Username | Username provided by Creditsafe. |
| Password | Password provided by Creditsafe. |
| Create a credit template | Creates a default credit template for the datasource in Business Central. |
| Credit Template Code | The code of the default credit template. |
| Credit Template Description | The description of the default credit template. |
| Lowest Credit Rank | The lowest credit rank allowed for credit check approval. |
Click Next to continue.
Configuring automatic updates
| Field | Description |
|---|---|
| Create Schedule | Creates a definition for scheduled updates. |
| Periodicity | The periodicity of the scheduled update. |
| Next Update | The date and time for the next update. |
Click here to learn more about scheduled updates.
Note
You will need the appropriate permissions to setup automatic updates since this involves the creation of a job queue entry. Delegated admins are not allowed to activate job queue entries.
Click Next to continue.
Configuring data caption language
Countries and data report definitions (headlines and report parameter descriptions) are provided in different languages. Select the appropriate language code.
Click Next to continue.
Finishing the Assisted Setup
The last step in the assisted setup is to decide if you want to open the list of manual setups when the assisted setup finishes. This gives you the opportunity to fine tune some settings.