👤 This feature is available for the following applications:
Standalone application ✅
Consortium application ✅
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ✅
Application User with “Review” ability ❌
Application User ❌
🔍 Purpose
This guide outlines the steps for establishing your Dow Jones subscription and demonstrates how to upload organisations (suppliers) for which you intend to access information through one or more subscribed services.
🛠️ Prerequisites
To set up the Dun & Bradstreet integration service, users must ensure the following:
Active Informed 365 Application
Users must have an active account with the Informed 365 platform to access and utilise the integration features.
Required Information for Setup
Provide Informed 365 with the following details to enable the integration:
Username
Password
Contract Year-End Date
Maximum Number of Suppliers to Scan
Email Recipient for Reports
Supplier List
Upload a list of existing suppliers to the Informed 365 application.
Ensure that supplier names match exactly as they appear in the platform to enable seamless data retrieval from the Dun & Bradstreet database.
📝 Step-by-Step Guide
(a) Integration Setup
1. Access API Settings
Click on Integration in the navigation menu to open the settings page.
2. Under API Settings, navigate to the Dun & Bradstreet tab and click Change Credentials.
3. Enter Your Credentials
Input the credentials provided by Dun & Bradstreet when your subscription is activated:
Username
Password
Contract Year End
Maximum Suppliers To Scan
Report Recipients
Once entered, click Save to apply the settings.
4. Manage API Credentials
To update your details, click Change Credentials.
To remove the currently saved credentials, select Delete Credentials.
5. Configure Organisations
Once your API settings are saved, scroll down to the Organisations section below the Dun & Bradstreet Subscription section. Configure organisations using one of the following methods:
Option A: Bulk Upload
a. Click the green + (Create) button.
b. Upload a file containing the organisations you wish to monitor.
Ensure the Organisation names in the file match the existing Supplier names on the platform.
Include the country for each organisation in the file.
Option B: Manual Selection
a. Click the green + (Create) button.
b. Use the Select Organisation/s dropdown menu to individually select organisations.
Important Notes
Organisation names must match existing supplier names in the platform exactly to avoid errors.
Each organisation must have a country listed in your uploaded file.
This integration provides access to Dun & Bradstreet’s supplier data, streamlining supplier monitoring and compliance efforts.
Troubleshooting Tips
If credentials are rejected, verify the accuracy of the username, password, and contract year provided by Dun & Bradstreet.
For errors in organisation uploads, double-check that all names and countries are correctly formatted and aligned with the existing platform data.
(b) Integration Setup
1. Informed 365 will use the newly received Dun & Bradstreet data to identify Dun & Bradstreet organisation fields that have changed since the previous update.
2. Informed 365 will produce a daily report of all organisations and fields that have changed (showing previous and current values for the field).
3. To assist customers with managing their Dun & Bradstreet subscription, Informed 365 will provide customers with the total number of unique organisations requested within a start and end date period.
✋ Need Help?
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For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.