Trwa ładowanie...
Pomoc online

Financial Information & Scoring »

Monitor your customers' solvency thanks to the Creditsafe connector

Translate this page to PolskiPolski ?
Creditsafe Creditsafe users, you can integrate and leverage your Creditsafe data into your My DSO Manager platform thanks to a revised and expanded connector.

Credit connector


This feature allows you to retrieve every day key data from Creditsafe Creditsafe on your customer portfolio to ensure accurate monitoring of your outstanding debt and customer risk while dynamically and intelligently adapting your collection strategies.

Creditsafe Creditsafe information integrated into My DSO Manager

Only key information is imported; the full financial report is available on the Creditsafe Creditsafe application:
  • Note: Solvency score from 0 to 100 (100 being the best note)
  • International note: Measuring the default risk from A to E (A being very low risk)
  • Recommended Credit: The maximum outstanding debt recommended by Creditsafe
  • DBT Score: Payment delay after due date indicator from 0 to 120 (0 being no delay)
  • Judgment: If the company is under legal proceedings (bankruptcy, etc.)
  • Privileges: If the company is subject to any privileges inscription (tax, social,...)
  • Link to Creditsafe: Access the Creditsafe portal directly from the customer page.

Once the connector is activated, you can add clients to your Creditsafe Creditsafe porfolio in My DSO Manager, either from the clients file or in mass from the Clients search.

Connecteur Creditsafe


The Creditsafe Creditsafe information ise available directly on your platform at different levels:

Risk report:
Connecteur Creditsafe


Client file:
Connecteur Creditsafe

The history of changes for each criterion is visible by hovering over the elements.

Customizable Alerts:
Connecteur Creditsafe


Clients Searches and Advanced Searches:
Connecteur Creditsafe


It is, of course, desirable to dynamically exploit these information, particularly thanks to our Search & Assign AI, which allows them to be taken into account when assigning collection scenarios, to act immediately in the event of negative information (legal proceedings, poor score, etc.), to perform custom credit scoring, etc.
For more information: How to create advanced Scoring with AI Search & Assign?

Comment best practices:
  • Set realistic alert thresholds based on your customer segments.
  • Compare the recommended credit with your current receivables to adjust your internal limits.
  • Combine Creditsafe data with your payment history for a 360° view.

Contact us to set up the connection between Creditsafe Connect and My DSO Manager
← Powrót : Pomoc online » Pytania