Description: This category covers configuring and using the Connect CERM integration between Infigo and CERM, aimed at integrated packaging and label workflows. It explains key terminology differences between the systems, then walks through initial configuration and sync for departments and customers. You will also learn how to map Infigo products to CERM estimates or calculations, how catalogue ordering and reordering works, and how to work with estimates and products flowing between systems, including tailoring customer-facing tables and views.
Connect: CERM
Tags: Connect CERM integration, CERM terminology mapping, Connect settings configuration, department synchronisation, customer synchronisation, product to estimate mapping, estimate workflow, calculation mapping, catalogue ordering, reordering from estimates, integrated MIS workflow, packaging and label production, payment method mapping, customer portal tables, cross-system data flow
