Easier guest checkout with CERM customer sync

If you use CERM with Infigo, you’ve probably had to choose between:

• letting customers check out as guests,

• or keeping your CERM data clean and free of duplicates.

This update makes it much easier to do both.

You can now:

• Create CERM customers for both guest and registered orders.

• Avoid syncing all 60,000+ contacts from CERM into Infigo.

• Reduce duplicate customer records and keep reporting under control.

What’s changed?

Previously, the option to “automatically create customers in CERM” could create a new CERM contact every time someone registered, without checking what already existed. For large accounts, this quickly polluted CERM with duplicates, so many people simply turned it off.

The new update introduces:

• A way to tag “web customers” so only the right customers are synced.

• A more flexible “create customer mode” so you can choose when customers are created in CERM.

• Better protection against duplicate registrations for customers that already exist in CERM.

• Improved sync behaviour and status information in the CERM Connect plugin.

The result: guest checkout can be enabled, while CERM stays clean and manageable.

Key new options

1. Web customer identification

There’s a new setting in the CERM customer sync section:

Web customers identifier
This is a simple text value (for example: Infigo-Webstore) that is used to:

• Tag customers in CERM who come from your Infigo storefront.

• Filter which CERM customers should sync back into Infigo.

When this is configured:

• New Infigo customers created in CERM get this identifier.

• When you run customer sync, Infigo only pulls in CERM customers that match the chosen value, instead of all contacts.

That means you don’t accidentally import tens of thousands of legacy records you don’t want on the web store.

2. Create customer mode (when to create customers in CERM)

The old “Automatically create newly registered customers in CERM” setting has been replaced by a clearer option:

Create customer mode

You can choose:

• Disabled – No automatic customer creation in CERM.

• On registration – Create the CERM customer when the user registers on Infigo.

• On place order – Create the CERM customer when the user places an order (including guest checkout).

If you want to support guest checkout and still have everything in CERM, the “On place order” option is usually the most useful:

• Guest places an order in Infigo.

• A matching customer is created in CERM (if there isn’t one already).

Later, if that guest decides to register, their account can still be correctly linked.

3. Safer registration for customers that already exist

Some customers already exist in CERM and are synced into Infigo.

When one of these users tries to register again on the storefront:

• They are blocked from creating a duplicate account, and

• They see a clearer message telling them to reset their password instead.

This helps:

• Keep your CERM–Infigo link intact.

• Avoid confusing situations where one real person ends up with multiple accounts.

4. Improved customer sync behaviour and visibility

The customer sync process has been updated so that:

• A customer identifier is used to mark which CERM customers belong to the web store.

• Sync can treat new and existing customers differently (creation vs update).

• The “Download list of customers” action respects the same filters, so you don’t try to pull thousands of unnecessary records at once.

The CERM Connect plugin also now shows basic information about the last customer sync run and whether customers are fully synced, so you have a quick health check without digging through logs.

How to set this up

You don’t need to change everything at once. A simple starting point looks like this:

1. Set a web customer identifier
   In the CERM Connect settings (customer sync section), enter a value for “Web customers identification”.

   • For example: Infigo-Webstore or a code that makes sense for your environment.

2. Choose when customers are created in CERM
   In the same area, set Create customer mode to one of:

   • On place order if you want guest and registered orders to create CERM customers.

   • On registration if you prefer to create them when users sign up.

3. Review contact sync mode and department options
   Make sure the contact sync mode and the option for automatically linking customers to a department fit how your CERM data is structured.
   If you want to avoid breaking existing links when guests register, enable the new setting that ignores department reassignment for those cases.

1. Run a customer sync and check CERM
   After changing the settings, run the customer sync and confirm in CERM that:

   • New web customers are being created or updated as expected.

   • The CodeCustomerOtherSoftware (or equivalent identifier field) is updated with your chosen web identifier.

What this means day-to-day

Once this is configured:

• Your web store can offer a smooth guest checkout experience.

• Every order (guest or registered) can still be represented properly inside CERM.

• Your CERM contact list stays cleaner, because you’re no longer creating unnecessary duplicates or syncing huge numbers of irrelevant contacts.

It’s a quality-of-life improvement for both your customers and your back-office team