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Submitting Trade Payment Data to Creditsafe

Leverage your payment data to open up opportunities and make more informed financial decisions

By joining our Trade Exchange Program, you'll be: 
  • Putting the correct incentives in place for your customers to pay you on-time
  • Providing an opportunity to positively impact the credit of your customers

In addition, large organizations will benefit from access to 3D Ledger, our industry-leading tool that gives you comprehensive insights into the financial health of your business partners, while smaller companies often appreciate the finance and contracting opportunities that open up as a company builds out a robust business credit profile. 


Automate Adding Trade Payment Data

supported accounting toolsDoes your company use a common accounting software like QuickBooks, FreshBooks, Xero or Sage?

You're in luck. 

We've made it trivial for you to add your trade payment data directly to Creditsafe. Simply follow the steps below to automate the process of adding trade payment data. 

Benefits of Automation

Secure automated data connections are the best method of sharing your sensitive trading information. Here’s three reasons: 

  • Hassle Free. Automating delivery will save you time and effort, as once setup the data can be transferred every day without any manual work intervention.
  • Daily Updates. This ensures that the information you are providing on your vendors is 100% accurate and up to date. This also ensure that the data and company information you are viewing within our 3D ledger solution is always reflecting your accounting software.
  • Safe and Secure. Our automated solutions are encrypted end to end so you data is in safe hands.

Steps to Automate the Process of Adding Trade

To begin automating the process of adding trade payment data, simply follow these three steps. 

Step 1: Claim your company

Step 2: Login to the Customer Portal

Step 3: Authorize Your Accounting or ERP Software

Manual Submission

Onboarding form (First-time customers only)

If this is your first time manually submitting trade payment data, we ask that you answer the following questions before submitting your first trade file. 

Onboarding Form

Only for customers submitting for the first time

Preparing Your File for Manual Submission

Submitting a file is fairly straightforward.

We only ask that you

  1. Include the key data elements and
  2. Use a standard file format. 
Key Data Elements
Along with your aging and any special comments, the key elements we need to process your data are:
  • Company Name
  • Address 1
  • Address 2
  • City
  • State
  • Zip Code
  • Country (if available)
  • Phone (if available)
  • URL (if available)
  • Email (if available)
  • EIN/Tax-id (if available)
  • SOS (Secretary of State) Reg # (if available)
Standard File Formats
Currently, we are able to accept the following formats:
  • Text (.txt)
  • Excel (.xls) & (.xlsx)
  • CSV (.csv)
  • Delimited (.dsv)
Sample Files
If you're not able to use our automated process for submitting trade, then the next best thing is to manually submit using one of these two file formats:  

tpd file screenshot

  • If needed, your aging and customer information may be processed via two separate files. We will match the files together for you.
  • We are not be able to process PDF, Word, XML, HTML, or printed/faxed/scanned copies of your customer and aging data. 
  • If you're having issues exporting into one of these formats, we want to help! Please email us at:

Submit Your Trade Payment Data File

Assuming you've prepared a file as described above, submitting your trade data payment (TPD) file is as easy as attaching the file using the form below.

Submit Trade

Customer Experience

"Creditsafe provides us a platform where we can help our customers grow their business, by building credit.  We also utilize the reports to help us make better credit decisions for our customer and their terms."

Elizabeth Stasonis, Accountant
Level 10 Contractor

"By working with Creditsafe, Gateway Sales accomplishes two goals: 1) We share A/R data with the industry to alert other businesses of potential risks. 2) We benefit from the data Creditsafe shares with US by being aware of economic downturns in our clients’ financial history. Working with Creditsafe is one of the best decisions I have made in scrutinizing potential clients."

Marianne Van Name, President
Gateway Sales