Linked customers
Companies linked between Creditsafe and e-conomic. Open a credit report or sync data without searching again.
| Company | e-conomic | Connect ID | Country | Reg. no. | Status | Actions |
|---|---|---|---|---|---|---|
|
Monitored
Linked
|
Creditsafe
|
Search Criteria
Configure Creditsafe credentials in Settings to load search fields.
Select at least one country to load search criteria.
Search Results
| Connect ID | Name | Country | Reg / VAT | Address | e-conomic | Status | Actions |
|---|---|---|---|---|---|---|---|
| — |
Monitored
e-conomic
—
|
Creditsafe
|
Notification Events
| Event Date | Company | Rule | Summary | Old → New |
|---|---|---|---|---|
| → |
Last synced: (every min)
Monitored Companies
| Connect ID | Company Name | countryCode | ratingCommon | companyStatus | dateAdded | Actions |
|---|---|---|---|---|---|---|
Event Rules
| Rule Code | Rule Name | Enabled |
|---|---|---|
Portfolios
Portfolio ID:
Auto-created per e-conomic agreement when you first add a company to monitoring.
Setup incomplete
Finish connecting e-conomic and Creditsafe to start searching.
e-conomic
Agreement ·
New customer defaults
Used when creating customers in e-conomic from Creditsafe search. Filled automatically on first connect; change here if needed.
Loading e-conomic options…
Not connected to e-conomic.
Creditsafe Connect
Connect e-conomic first to save Creditsafe credentials per agreement.
Extra tab (iframe)
e-conomic Extra tabs cannot use browser cookies. Paste this full URL (includes your access key) as the tab address:
User guide
Creditsafe Connect for e-conomic — search companies, view credit reports, sync customers, and monitor portfolio changes. This guide is for end users (not system administrators).
What you need
| Requirement | Notes |
|---|---|
| e-conomic agreement | Accounting agreement with permission to grant this app API access |
| Creditsafe Connect API login | Username and password from your Creditsafe contract (production API) |
| Modern browser | Chrome, Edge, Firefox, or Safari |
First-time setup
On first visit, the setup wizard walks you through:
- Connect e-conomic — approve app access for your agreement
- Creditsafe credentials — enter API username/password and run Test & save
- Extra tab (browser only) — copy the iframe URL from Settings into e-conomic
- Ready — start working
You can close the wizard (✕) and finish later under Settings or Continue setup in the header.
Main tabs
| Tab | Purpose |
|---|---|
| Linked customers | Companies already linked between Creditsafe and e-conomic (default in e-conomic Extra tab) |
| Search | Find new companies in Creditsafe |
| Monitoring | Tracked companies, notification events, and event rules |
| Settings | e-conomic connection, Creditsafe credentials, Extra tab URL, customer defaults |
| Help | This guide |
Settings
e-conomic
- Connect e-conomic — first-time or after disconnect
- Reconnect — renew access if revoked
- Disconnect — remove the current agreement link
New customer defaults — customer group, payment terms, and VAT zone used when creating customers from search results. Save after changing.
Creditsafe Connect
Enter your API username and password. Use Test Connection before Save. Leave password blank when saving to keep the existing password.
The app uses the Creditsafe production API.
Extra tab (iframe)
e-conomic Extra tabs do not use normal browser cookies. Copy the full URL from Settings (includes iframe=…) into:
e-conomic → Settings → Extensions → Extra tabs → Create tab
Search
Countries
Select one or more countries in the left panel (default: Denmark). At least one country is required to load search fields.
- DK only — search Denmark only
- Add filtered — add countries matching the filter
- Clear — deselect all
Search fields
Fields depend on the selected countries. Common fields:
- Name — company name
- Reg. no. — registration number (e.g. CVR in Denmark)
Click the red Search button. Results appear in Search Results (table or raw JSON).
Row actions (⋮)
Creditsafe
- View report — open credit report
- Add to monitoring — track changes for this company
e-conomic (requires e-conomic connection)
- Create in e-conomic — new customer from Creditsafe data
- Link to existing customer — match an existing customer number
- Update in e-conomic — refresh a linked customer from Creditsafe
If e-conomic finds a duplicate (e.g. same CVR), choose Link existing customer or Create new anyway.
Credit report
Open from a company name or View report in the actions menu.
- Summary — key figures, rating, and status (some values use risk colours from Creditsafe data)
- Raw JSON — full API response
- Download PDF — PDF report when available
Expand sections below the summary for directors, financials, and more. Reports may be cached for faster repeat viewing.
Linked customers
Lists every company linked between a Creditsafe Connect ID and an e-conomic customer number.
Click the company name for a report. Use the ⋮ menu to view reports, add or remove monitoring, update in e-conomic, or go to Search.
Monitoring
Companies
Companies in your monitoring portfolio. Remove companies you no longer need to track. Add companies from Search or Linked customers.
Notifications
Change events from Creditsafe. Filter by date and keyword. Click Sync now for the latest events. Click a row with a Connect ID to open that company’s report.
Event rules
Configure which events to track per country (DK, SE, NO). Save after editing.
Portfolios
Portfolio ID, name, and last sync time. A portfolio is created automatically when you add your first monitored company.
Suggested workflows
New customer (not in e-conomic)
- Search by CVR or name
- View report
- Create in e-conomic
- Optionally add to monitoring
Existing e-conomic customer
- Search for the company
- Link to existing customer
- Use Linked customers tab next time
Stay informed
- Add companies to monitoring
- Check Monitoring → Notifications (Sync now as needed)
Common messages
| Message | What to do |
|---|---|
| e-conomic not connected | Settings → Connect e-conomic |
| Configure Creditsafe in Settings | Enter Creditsafe credentials → Test → Save |
| Connection was revoked | Settings → Reconnect |
| Could not verify e-conomic right now | e-conomic API temporarily unavailable — retry later |
| Search failed | Check countries and search fields; expand error details if shown |
| Customer may already exist | Link to existing customer or create new anyway |
Green banners = success. Red banners = errors.
Tips
- Use the Extra tab URL from Settings (with
iframe=) inside e-conomic - In Denmark, searching by CVR (reg. no.) is often more accurate than name alone
- Linked customers saves time for repeat work
- Monitoring alerts you when to re-check a report — it does not replace a full credit review
- Set customer defaults before creating many new customers
What this app does not do
- Manage invoices, ledger, or products in e-conomic
- Replace the full Creditsafe portal
- Send email or push notifications for monitoring events (view events in the app)
- Bill Creditsafe API usage (per your Creditsafe contract)
Getting support
- e-conomic issues — ensure the app is granted on the correct accounting agreement
- Creditsafe issues — verify production API credentials with Test Connection
- Extra tab issues — use HTTPS and the full URL from Settings
Contact your app provider or internal IT to reset connections or credentials.