Finance
Creditsafe Connector
Stop copy-pasting credit reports into Odoo.Pull live Creditsafe scores, limits and PDF reports onto any contact — in one click, straight from the partner form.
From API setup to credit score in four steps
- 1
Enter your Creditsafe credentials
- 2
Open any company contact
- 3
Click "Fetch from Creditsafe"
- 4
Score, limit and PDF report stored
Live credit data on the contact form
A dedicated Creditsafe tab appears on every company contact. Operators click Fetch from Creditsafe and the connector retrieves the credit score (color-coded), credit limit with currency, registered address, company ID, last-checked date and the official PDF report — all stored directly on the partner record.
Key features
Live credit scores on every contact
Fetch credit score, credit limit, registered address and risk description straight from Creditsafe using the contact's VAT number or Peppol EAS code — no copy-paste, no separate portal.
Embedded PDF credit reports
The official Creditsafe PDF report is attached to the partner record automatically — audit-ready, viewable from the contact, and shared with your team in one place.
Score-to-payment-term mapping
Link each Creditsafe score band (A, B, C…) to an Odoo payment term and credit limit. Creditworthiness is translated into business rules automatically — reduce risk without manual review.
Three-tier access control
Reader views data, Operator fetches it, Administrator manages mappings and credentials. Fine-grained roles keep credit data compliant and auditable.
Role-based access, built in
Three dedicated roles — Reader, Operator and Administrator — control who can view, fetch and configure Creditsafe data. Assign them from the standard Odoo access rights screen; no custom groups to maintain.
FAQ
Do I need a Creditsafe account?
Yes — the connector calls the Creditsafe API using credentials you already own. Enter your Creditsafe email and password under Creditsafe API Connector → Configuration → API Configuration and you're ready to fetch.
How does the connector identify a company?
By default it uses the contact's VAT number and country. If you configure Peppol EAS mappings, the connector uses the matching EAS code (e.g. registration number, KBO, SIREN) as the search field instead. The mapping is optional and fully editable.
Can payment terms update automatically?
Yes. Under Score Mappings you link each Creditsafe score band (A, B, C…) to an Odoo payment term and credit limit. When a contact is fetched, its payment term and credit limit update automatically based on its current score — no manual review step.
Where can I get this module?
We exclusively offer our modules through the Odoo App Store to ensure compatibility and security.
Ready to see creditworthiness on every contact?
Install Creditsafe Connector and bring live credit data into the partner form.