CreditSafe Odoo Integration
CreditSafe Integration for Odoo enables businesses to seamlessly connect Odoo with CreditSafe and access trusted company credit and business intelligence data directly within their ERP system. Instantly retrieve company information, credit scores, and financial details. Track all updates through Odoo chatter for greater efficiency, accuracy, and transparency.
Features
CreditSafe API Integration
Seamlessly connect Odoo with the Creditsafe API to retrieve real-time business credit information.
Company Search
Search for companies across Creditsafe's extensive global database directly within Odoo.
Financial Information Lookup
Retrieve detailed company financial information, credit scores, credit limits, and other business insights directly from CreditSafe.
Search History Logs
Maintain logs of CreditSafe searches and data synchronization activities.
CreditSafe Chatter Tracking
Automatically log CreditSafe data updates in Odoo chatter with detailed field-level change tracking.
Demo Mode Support
Test and explore CreditSafe integration features using demo mode without consuming live API credits or accessing production data.
Configure user access rights to manage Credit Safe integration settings and operations.
Access multiple menu options including Authentication, Logs, and Monitored
Companies.
Configure Credit Safe API credentials and select active countries for data retrieval.
Enable Demo Mode to test the integration using mock tokens and dummy data without requiring actual API credentials.
Use the Creditsafe Search feature directly on the contact form to find and validate company information.
Search for companies using the Creditsafe wizard by entering a company name and selecting a pre-configured country.
Select a specific country from the dropdown menu and click the search button to retrieve matching company results from Creditsafe.
Review the search results and click the Show button to view detailed corporate information for a selected company.
Click the Update in Company button to synchronize the retrieved identity details with the current Odoo contact's records.
Track all Credit Safe data updates through the Odoo chatter and access detailed logs via the 'CS Logs' smart button on the company profile.
Monitor the history of all data changes, including old and new values, within the dedicated CreditSafe Update Logs view.
View and manage comprehensive CreditSafe logs for all partners from the centralized configuration menu.
Centralized dashboard to manage and monitor all connectors from one place. Quickly access sync summary, activity logs, and configuration controls with improved visibility.
Version 18.0.1.0.0 | Released on : 03rd June 2026
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- Please contact us at sales@softhealer.comto request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
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