User Debtor Integration

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

1. Online 
   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 web user logs in and updates their details (billing address, phone number). 
   4. On integration, the PRONTO record is also updated. 
   5. The web 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 web 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. In Store
   1. A new customer enters your retail location and makes a purchase. 
   2. At the point of sale, a new PRONTO account is created.
   3. On integration, a linked web user is also created. 
   4. Your new customer is sent an email advising them of their login details.
   5. The customer logs in and can now: 
      1. update contact and delivery information 
      2. view Order History
      3. 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. 

Additional Information

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