Connect: CERM
This learning path walks an Infigo admin through setting up and using Connect: CERM—an integration designed to let data flow between CERM and Infigo (including syncing entities, mapping, and enabling ordering/reordering workflows).
What you’ll learn
By the end of this learning path, a learner should be able to:
- Explain key CERM vs Infigo terminology so the rest of the integration settings make sense.
- Configure the Connect: CERM plugin settings and validate the connection.
- Sync core structures (departments/customers) and understand what is being created where.
- Perform and troubleshoot the “extra” configuration items that influence product setup and user UI access.
- Carry out manual mapping where needed (departments↔customers, customers↔contacts).
- Map Infigo products to CERM estimates to support live pricing / estimate-driven ordering.
- Place orders from the catalogue and work confidently with Estimates and Products in the workflow.
Who this is for
Best suited for:
- Infigo Admins / Implementation Consultants / Support teams implementing Connect: CERM
- Workflow/MIS owners who need to understand how CERM structures and estimates translate into Infigo behaviour
- Anyone responsible for validating integration behaviour across sync, mapping, and ordering flows
Prerequisites
- Admin access in Infigo
- Access/credentials for the CERM side (or a CERM admin available)
- Familiarity with Infigo concepts like Departments, Customers, Contacts, Products, Attributes, and basic ordering
- The Connect: CERM integration installed/enabled (paid module)
Recommended further learning
Extra resources to deepen your understanding.
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