Overview
User Debtor Integration allows for 2-way integration between your web users and your PRONTO debtors. Any time a B2C web user is created, a corresponding PRONTO customer will be created. The converse is also true - new PRONTO customers will automatically trigger the creation of a linked web user. User Debtor Integration also extends to user and customer updates. For example, if a user updates their shipping address online, their PRONTO customer record will also be updated to reflect the change. This functionality is primarily of use to our clients with physical, brick & mortar shopfronts. With User Debtor Integration, the customer experience is synchronised and consistent across the various retail channels. Order history is maintained, communication is uninterrupted, and data is always up-to-date.
Example scenarios
- Online
- A new user registers on your website.
- If their default role matches your User Debtor criteria, a new PRONTO account is automatically created.
- The web user logs in and updates their details (billing address, phone number).
- On integration, the PRONTO record is also updated.
- The web user enters one of your physical store locations and makes a purchase.
- At the point of sale, their email address is queried and the transaction is linked to their PRONTO customer account, ensuring order history data is complete.
- The web user logs in and navigates to the Order History page.
- All orders, both online and in store, are visible in the user's history.
- In Store
- A new customer enters your retail location and makes a purchase.
- At the point of sale, a new PRONTO account is created.
- On integration, a linked web user is also created.
- Your new customer is sent an email advising them of their login details.
- The customer logs in and can now:
- update contact and delivery information
- view Order History
- purchase online
Sample Emails
New Web User Email - Scenario 2 | Warning Email to Administrator (data conflicts) |
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Implementation
Due to complex field mappings between PRONTO and the website, it is not advisable to self-implement this functionality. If you're interested in User Debtor Integration for your site, please contact Commerce Vision for guidance.
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Additional Information
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Minimum Version Requirements | 03.88.00 |
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Prerequisites | Commerce Vision Integrator version 4.63 PRONTO proledb version 3.11 |
Self Configurable | No |
Business Function | Administration |
BPD Only? | Yes |
B2B/B2C/Both | Both |
Ballpark Hours From CV (if opting for CV to complete self config component) | Contact CV Support |
Ballpark Hours From CV (in addition to any self config required) | Contact CV Support |
Third Party Costs | n/a |
CMS Category | CMS Category |