You may want to keep a close watch on some of your more prominent customers, suppliers or competitors. You may even want to monitor your own company data to ensure it is always up to date and showing results reflective of your company.
Creditsafe Monitoring allows you to keep track of companies in case data changes on their report. Once you monitor a company you will receive email updates if certain things change in that company's data set.
There are two methods to add companies to your Monitoring portfolio. You can either add a company from the Company Report, or you can import companies to be monitored.
How to monitor a company from a Company Report:
For more guidance on how to monitor a company from the Company Report, please view this interactive demonstration, or follow the steps below.
1. When viewing a company report clicking the 'Monitor' button in the bottom right-hand corner of the report header.
2. A window will appear with options including which portfolio you wish to add the company to, and whether you have any additional notes or details to add. Please select the desired portfolio from the left hand column.
3. Automatic monitoring can be enabled or disabled through the toggle on the company report you are viewing or within the Monitoring application itself. Automatic monitoring adds a company to your default portfolio every time you view it's company report.
4. Once added, the button will turn green and the text will change to state ‘Monitored’.
Monitor Companies in Bulk:
You can also import companies to a Monitoring Portfolio in bulk. For more guidance on how to do this, please view this interactive demonstration, or follow the instructions below.
1. Navigate to the Portfolios tab in the Monitoring platform, then click into the Portfolios tab
2. Clicking on the "Import From File" opens up a small window where you have two methods of importing new companies into a portfolio.
The first option is to upload a .csv or .xlsx file containing a list of companies to add to the selected portfolio along with some personal information for the company. The company information must be in the requested order and the file must be in a .csv or .xlsx format (a sample can be downloaded by clicking the ‘Download sample’ button). The ‘Choose file’ button allows you to select the file to import and the import will process once you click ‘Confirm’.
The import process will add all of the companies in the file to the currently selected portfolio as long as you have available credits. An email will be sent to you once the file has been imported and processed and you will receive notifications on events from these companies once the successful import is complete.
Clicking ‘Manual Import’ allows you to import a bulk list of companies for the chosen country using either their ‘Safe Number’ or ‘Organisation Number’* separated by a line break.
*Importing via organisation number is not currently supported for all the available countries. Depending on the country, the company import identifier can be different. There are the countries that have connect id as company id and countries that have safe number as connect id.
Company Id - Connect Id countries
BA, BG, CN, CZ, EE, GR, HK, HR, HU, LV, MD, ME, MK, PL, PT, RO, RS, SI, SK, UA, XK
Company Id - Safe Number countries
AF, AT, AU, BE, CA, CH, DE, DK, ES, FI, FR, IE, IT, JP, KH, KR, LA, LI, LU, MZ, MY, NL, NO, SE, TH, UK, US, VN, WW
The next list of countries below are ones which are searched by regNumber. If the country is not listed below, it is probably searched on whatever the id field uses which is usually the org number or an internal reference number for some countries.
Safe Number search - By RegNo
AT, AU, BE, CN, DE, DK, ES, FR, GB, GR, IT, JP, LU, NL, NO, SE, US
The others:
PL & COFACE countries use org number.
PLC/WW isn't importable by either of these methods.
AF, KH, LA, MZ, MY, TH, VN use safe number as an id and are not able to use reg or org number.
CH, LI, KR use org number, as we believe that a reg number is not available.