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Due to complex field mappings between your ERP (PRONTO) and the website, it is not advisable that this functionality is self-implemented. If you're interested in User Debtor Integration for your site, please contact Commerce Vision for guidance. 


Example scenarios

1. Online to PRONTO

Any time a Website User that matches your PRONTO User Debtor criteria is created, a linked PRONTO customer will be created. 

    1. A new User registers on your website. 
    2. If their default role matches your User Debtor criteria, a new PRONTO account is automatically created. 
    3. The User logs into your site and updates their details (billing address, phone number). 
    4. On integration, the PRONTO record is also updated. 
    5. The User enters one of your physical store locations and makes a purchase. 
    6. 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.
    7. The User logs in and navigates to the Order History page. 
    8. All orders, both online and in store, are visible in the User's history. 


2. PRONTO to online

When a new PRONTO debtor customer record is created, it will trigger the creation of a linked Website User on your website.

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Info

For sites on versions 4.31,

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an enhancement is available for scenarios where a debtor user is linked to more than one debtor customer account (using CrmContacts and Crm Master) in PRONTO. On integration, the system checks all Website User records against contacts for debtor customers. A User record linked to a specific Customer will be created if one does not exist. The User will be sent a new user registration email.    

  Example:

  1. There is a new offline customer or an additional contact is entered for an existing debtor customer. 
  2. For the new customer, a debtor customer PRONTO account is created.   
  3. On integration, the system checks User Customer records for Customers flagged as Debtor customers. A Website User linked to the Customer is created if it does not exist. 
  4. The User is sent a registration email advising them of their Website login details.


Sample Emails 

Content of emails can be edited in the following templates via the Content menu (Content → Emails):

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