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Excerpt

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 account customer will also be created, and vice versabe 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; if your customer . For example, if a user updates their shipping address online, their PRONTO account customer record will also be updated to reflect the change.

This functionality is primarily used by 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.

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  1. Online  - A new user registers on your website. Their user role matches the criteria you specified, and so a new PRONTO account is automatically created using their details. Any time the web user updates their these details (billing address, phone number), the debtor account PRONTO record is also updated. If this web user later purchases from your retail location, their email address can be queried and the purchase transaction linked to their debtor PRONTO customer account, ensuring order history data is complete.
     
  2. In Store - A new customer enters your retail location and makes a purchase. At the point of sale, a new PRONTO account is created as well as a linked web user. Your new customer is sent an email advising them of their login details, which they can now use to update information, view past orders, and purchase online.    
     

Sample Emails 

New Web User Email - Scenario 2Warning Email to Administrator
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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. 

 

Info

Minimum version requirements: 

  • Customer Self Service version 3.88
  • Commerce Vision Integrator version 4.63
  • PRONTO proledb version 3.11 

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