Overview
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User Debtor Integration allows for 2-way integration between certain Website Users and PRONTO debtors. For most sites that use this feature, Users are typically the B2C Roles but can be custom-defined B2B ones as well, depending on your business needs. The integration process ensures that when Website Users matching your User Debtor criteria register accounts, corresponding PRONTO customers will also be created. Likewise, new PRONTO debtor customers will trigger the creation of linked Website Users. Integration also extends to User and customer updates. For example, if a User changes their shipping address online, their linked PRONTO customer record will also be updated.
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Allows for 2-way integration between certain Website Users and PRONTO debtors to ensure new debtors and website users are synchronised and consistent across the various retail channels. |
User Debtor Integration is primarily of use to our clients that use an ERP as well as online to maintain customer records, e.g,, those with physical, brick and mortar shopfronts. The process is there to ensure 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. Depending on your website version, this feature can also ensure that for Users that are active in more than one Customer account, their User records are always updated against specific Customers.
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- Navigate to Settings → Feature Management → User.
- Toggle ON User Debtor Integration, then click Configure. NOTE - If this toggle is not available, contact Commerce Vision.
Configure settings in the User Debtor Feature Settings page.
| Setting | Comment |
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| Enable User Debtor Setting | To enable the User Debtor on your site, toggle ON. |
| User Roles that require a PRONTO Account | Enter one or more user Roles that trigger creation of a PRONTO debtor. For multiple role entry, each role entered must be separated by a comma. When a user is assigned one of these roles online, upon integration, a PRONTO debtor is created. |
| Prefix for New PRONTO Accounts | Enter the prefix that added to the debtor code when it’s created in PRONTO. This is prepended to a numeric value and assigned as the website user’s customer code. Example: WEB_ |
| Customer Template for New PRONTO Accounts | Enter the base PRONTO debtor code that all new customers are copied from. Using this ensures correct pricing structure, tax code, etc. |
| Default Role for New Web Users | Enter the default role the new user is assigned online when a customer makes an instore purchase and the new PRONTO debtor triggers creation of the website user. |
| Send Warning Emails To | Enter the email address for receipt of errors and warnings sent by the system. Examples of notifications: when. a PRONTO debtor is deleted, a PRONTO debtor's email address is updated to one that already exists online. For more on each email's content, see: User Debtor Warning /Error Widget, User Debtor New User Widget. |
| Filter Query for Customer Master table integration | Enter the query used to filter records sent by the integrator when a send of 'Customer Master For Users' is triggered (e.g. dr-cust-type like "WEB_"). |
| Filter Query for CSS Customer table integration | Enter the query that matches the 'Filter Query for Customer Master table integration' but is used for integration of the CSS Customer table instead. |
| Web Fields for New PRONTO Account Creation | Enter the comma-separated list of online fields sent to PRONTO for the creation of the new debtor. Example: Code,OrderEmailAddress,Name,Address1,Address2,Address3,Address4,Address5,Address6,PhoneNumber,Postcode,ABN,addressname,industrycode |
| Web Fields to Sync with PRONTO | Enter the online fields sent to PRONTO for updates to the debtor. |
Additional Information
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| -- Useful for businesses that use an ERP as well as online to maintain customer records, e.g,, those with physical, brick and mortar shopfronts. |
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User Debtor Integration |
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| Minimum Version Requirements |
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| | 03.88; |
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| Prerequisites |
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| Commerce Vision Integrator version 4.63 PRONTO proledb version 3.11 |
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| Self Configurable |
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| No |
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| Business Function |
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| Administration |
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| BPD Only? | |
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| B2B/B2C/Both |
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| MultiExcerptName | B2B/B2C/Both |
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| B2C, both |
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| Ballpark Hours From CV (if opting for CV to complete self config component) | | Multiexcerpt |
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| MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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Contact Commerce Vision |
Ballpark Hours From CV (in addition to any self config required) | | Multiexcerpt |
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| MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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Contact Commerce Vision |
Third Party Costs |
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| | n/a |
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| | Users |
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Related help
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| sort | modified |
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| reverse | true |
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| type | page |
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| excludeCurrent | true |
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| cql | label = "integration" and label = "pronto" and type = "page" and space = "KB" |
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| labels | how-to cms settings |
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