Creditsafe

Connect Creditsafe to LeanPay in minutes. Find the financial information of your customers under surveillance in LeanPay.

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How does the LeanPay x Creditsafe integration work

The connection between LeanPay and Creditsafe allows you to display directly, in the list of your customers, the main financial risk indicators:

The Credit limit recommended by Creditsafe, as well as his Percentage of attainments, represented by a color code for quick reading,
the Creditsafe scoring, a Rating out of 100, also associated with a color to facilitate the assessment of the level of risk.

This information is available on the record of each customer, accompanied by the date of last update data.

In the tab Analysis, you also have access to the history of values, which allows you to follow their evolution over time and identify trends related to the financial health of your customers.

The integration with Creditsafe also makes it possible to report back events that could indicate a significant change in the situation of a customer, such as:

the establishment of a collective procedure (receivership or liquidation),
one change of status of the company,
one smelting with another entity,
one transfer or transfer of assets,
one Evolution of the credit score or credit limit.

These events can be seen in customer history and are the subject of automatic alerts, both by email and directly in the LeanPay application.

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About Creditsafe

Creditsafe is a company specialized in the access and analysis of business data, at the service of the management of third parties, from due diligence to recovery. Its global database covers 430 million credit reports In more than 200 countries.

The failure prediction scores and the credit limits offered by Creditsafe make it possible to anticipate 93% of risks within 12 months. These indicators are used by numerous customers, partners and credit insurers.

The Accelerator digital platform offers a centralised vision of customer and supplier portfolios. It allows credit, compliance, and fraud risks to be quickly assessed, while facilitating the ongoing monitoring of business partners.

Creditsafe supports financial, purchasing and sales teams in their decision-making, thanks to up-to-date and usable data.

Why use the integration between Creditsafe and LeanPay?

Fast and centralised integration

LeanPay connects to Creditsafe and automatically displays key risk indicators directly in your lists and customer files.

Tracking changes over time

The history of scores and credit limits makes it possible to identify trends and anticipate deteriorations in financial health.

Faster and better decisions

By centralising Creditsafe data in LeanPay, you can easily adapt your reminders, outstanding amounts and preventive actions.

3 steps to connect your tools

Create your LeanPay account

Configure your settings

Once the SMS option is activated, set the sender name for your SMS messages.

Set up your LeanPay workspace according to your company to start centralizing your customer data.

Set up your LeanPay workspace according to your company to start centralising your customer data.

Define the sending settings for your standard or registered letters: sender address, logo, footer, etc.

Sync your data

Add an SMS step to your reminder plan

Connectez votre messagerie pro Outlook

Import your data

Connectez votre compte Creditsafe

Add a letter step to your reminder plan

From the LeanPay settings, link your Creditsafe account in a few clicks to activate the synchronisation of risk indicators.

Send your first SMS

Start sending your first reminders

Send your first letters

Choose between automatic sending managed by LeanPay or manual approval of each message.

Your two tools are now connected

Approve sending from your reminders to-do list or let LeanPay handle dispatch automatically according to your settings

Récupérez vos données

Récupérez vos données Creditsafe

LeanPay automatically imports all available information for each of your customers.

LeanPay importe automatiquement le scoring, la limite de crédit et les événements liés à la santé financière de vos clients.

Importez vos couvertures

LeanPay récupère automatiquement les contrats d’assurance-crédit et les montants couverts pour chacun de vos clients.

Centralise your email

Emails sent and received are automatically synchronised in LeanPay.

Questions about our Creditsafe integration

Is there a charge for using the Creditsafe integration?

Yes. Using the Creditsafe connector is an option. The rate depends on your LeanPay subscription.

What Creditsafe data are synchronised in LeanPay?

LeanPay automatically imports:

The Creditsafe scoring (score out of 100, with color code),
The recommended credit limit,
The Percentage of credit limit reached,
The date of last update information,
The financial health events of companies, such as insolvency proceedings, changes in status, mergers, transfers or changes in the credit score and credit limit.

Can I see detailed Creditsafe data in LeanPay?

Yes. The indicators are accessible from the customer list, the customer record, as well as in the tab Analysis, where you can view detailed and historical data.

Does integration make it possible to monitor the evolution of risk over time?

Yes. LeanPay shows the previous values of credit scores and limits, which makes it possible to monitor changes and trends over time.

Can I be alerted if there is a significant change in a customer?

Yes. Les events reported by Creditsafe are visible in the customer history and are subject to automatic alerts, by email and directly in the LeanPay application.