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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.
Step-by-step guide
The CSS The Commerce Vision Integrator does not, by default, integrate data for all customers as this can sometimes cause overload of 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.
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Step-by-step guide
To mark a customer account Active:
- In the CMS, navigate to Users → Account Selection.
- Search for and select the required Customer.
- Click the 'Mark Active' link. This will set the customer to
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- 'Pending
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- ' and their data will be available after the
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- next 'Get Orders
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- ' integration event.
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It is possible to have a setting the 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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