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 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.
Example scenarios
- 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 these details (billing address, phone number), the PRONTO record is also updated. If this web user later purchases from your retail location, their email address can be queried and the transaction linked to their PRONTO customer account, ensuring order history data is complete.
- 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 2 | Warning Email to Administrator (data conflicts) |
|---|---|
 |  |
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.
Minimum version requirements:
- Customer Self Service version 3.88
- Commerce Vision Integrator version 4.63
- PRONTO proledb version 3.11
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