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Set a customer to 'active' (to have their data integrated). |
A customer needs to be activated online to ensure their debtor transactions and sales orders are integrated. The Commerce Vision Integration client Integrator does not, by default, integrate data for all customers as this can sometimes cause unnecessary data integration and overhead.
A customer must be at a status of 'Active' to have their data (orders and statement data and orders) integrated.
Step-by-step guide
To Mark an Account 'Active':
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mark a customer account Active:
- In the CMS, navigate to Users → Account Selection.
- Search for and select the required Customer.
- Select the Customer record via radio button.
- Click Click the 'Mark Active' link. This will set the customer to 'Pending' and their data will be available after the next 'Get Orders' integration event.
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It is possible to have a setting that will automatically activate all customers. This should be used with caution as it will cause a large amount of data to be integrated. Please consult with Commerce Vision regarding turning this option on. |
Related
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