A customer needs to be activated online to ensure their debtor transactions and sales orders are integrated. The Commerce Vision Integrator does not, by default, integrate data for all customers as this can cause unnecessary data integration and overhead.

A customer must be at a status of 'Active' to have their data (orders and statement data) integrated.

Step-by-step guide

To mark a customer account Active:

  1. In the CMS, navigate to Users → Account Selection.

  2. Search for and select the required Customer.

  3. 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.

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.

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