Integration · Banking, payments and credit
Dun & Bradstreet — credit monitoring of customers and suppliers
Customers and suppliers are monitored at Dun & Bradstreet, and Workspace alerts you when something changes — before it becomes a lost invoice.
- Direction
- In
- Connection
- Grant access
Into Workspace
What Workspace takes from Dun & Bradstreet
Credit rating
Score and rating per company.
Monitoring with alerts
Changes are reported where you work with the customer.
How Dun & Bradstreet is connected
Pick the system
Under Integrations in Workspace, with the fields Dun & Bradstreet needs.
Grant access
You grant access to your Dun & Bradstreet account, and Holio ties it to your company. No keys to paste.
First sync
The history is mirrored in, and from then on a sync job of its own keeps it current. A stop shows on Sync health before it shows in the numbers.
Banking, payments and credit
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Do you use Dun & Bradstreet?
We show what Dun & Bradstreet looks like in Workspace, in a demo with your own setup.