SARA CreditSafe Integration

TABLE OF CONTENTS

• PREREQUISITES

• SARA CONFIGURATION

• GENERATING REPORTS

PREREQUISITES

• Enter a support ticket with SARA to request they update your CreditSafe integration code.

• Verify you have the below information. This is provided to you by your CreditSafe representative.

• Additionally, email ggsqueries@creditsafe.com to verify your API interface is enabled.

SARA COLLECT CONFIGURATION

• Navigate to "Admin Master Files Company."

• Choose a company and select "Edit."

• Under the CREDIT REPORTING section, select the "Access Credentials" button.

• Select "+ Add New Record" and enter the following criteria:

• Click "Save."

• Back on the company page, leave the "Export Enabled" option unselected. (Feature Enhancement)

• Select the newly created access credentials from the drop-down.

• Select an activity type from the "Activity" drop-down. This will be set as "Note" by default, but best practice is to create a new activity type called "CreditSafe."
  
  The link below walks you through a short 2-minute process to set this up.

Then select the Update button to update the Company and save the info

GENERATING A REPORT

• Search for a customer using the search bar at the top of the site.

• Once customer is selected and appearing in top, navigate to Inquiries By Account Credit Inquiry.

• Verify search parameters are correct.

• Click "Search."

• Select the customer from the list to pull the report.

• View the report, you can save the attachment down as an activity as well.

To review a customer for a generated report make sure the customer you would like to view is selected in the Customer Info drop down

Click the Customer Info drop down

Select the CreditSafe Tab this will display the following fields

1. Score Date

2. Local Score

3. Local Score Desc

4. International Score

5. International Score Desc

Click here to signup for a 30 day free trial of CreditSafe

CreditSafe Contact:

Ryan Greenberg

Director of Sales – New Business |

Creditsafe USA 4635 Crackersport Rd Allentown, PA 18104

mailto:ryan.greenberg@creditsafe.com

Switchboard: (855)551-6903 Ext 8931

Mobile: 484-523-5672

www.creditsafe.com