- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Installing the Creditsafe Plugin
Pre-requisite: In order to use the Workbooks Creditsafe Integration you will need a Creditsafe Connect account that can be provisioned from Creditsafe as a part of your account.
The first step of accessing Creditsafe data within Workbooks is to install the Plugin, this plugin will install a number of Custom Fields within your Database that will be populated by the integration. It will also create a new menu item that will allow you to monitor the integration once setup.
To install the plugin you will need to go to Start > Configuration > Automation > Plugins once on the Plugins page simply select Add Plugin.
This will open a new dialogue box and allow you to select Scripts from either My Scripts or the Script Library, you will need to ensure that you are accessing the Script Library and then choose Creditsafe from the second Picklist.
Once selected the you will be provided with the Summary and Description of Script which outlines the steps that need to be followed in order to fully set up the integration.
Once you press install Workbooks will start creating the Custom Fields and Processes that are required. Whilst this is happening the Plugin will ask you to log in to your Creditsafe account. It is important that you supply the credentials for the Creditsafe Connect service, not just your Creditsafe user interface login. The username takes the form of an email address and the password is usually generated by Creditsafe and is 24 characters long.
After you have logged in and the Fields have been created you should see a display like the below:
The Creditsafe can now be monitored from this view which is will be available from Start > Configuration > Email & Integration > Creditsafe.
This will provide a summary of whether the integration has been able to successfully communicate with Creditsafe as well as providing details on all of the Records that have been created or updated by the Process.
Once the Plugin has been set up you will then need to amend any relevant Configure Organisation Records in order to display the Creditsafe information where required.