What’s New
Infigo can now automatically link or create Tharstern customer records during order placement.
Previously, many storefronts used one shared customer code for all web orders. With this enhancement, Infigo can now identify the correct customer using their email address and either:
- link to an existing Tharstern customer,
- or automatically create a new one.
This allows each Infigo customer to have their own linked Tharstern customer account, improving pricing, CRM workflows, and reporting accuracy.
How It Works
When the feature is enabled, Infigo checks whether the customer already has a linked Tharstern customer.
If not, Infigo searches Tharstern using the customer email address.
- If a matching customer is found, the customer is linked automatically
- If no match is found, a new customer is created in Tharstern and linked back to Infigo
Once linked, future pricing requests and orders use the real customer code instead of the generic storefront customer code.
Customer-Specific Pricing
Pricing requests can now use the linked Tharstern customer account instead of the shared storefront customer code.
This allows customer-specific pricing and account pricing rules configured in Tharstern to apply correctly inside Infigo.
How to Set It Up
1. Configure the Default Customer Code
Go to the Tharstern MIS plugin settings > Customer Settings section and configure the default customer code as normal.
For example:
This still acts as the fallback/default behaviour.
2. Enable Automatic Customer Linking
Enable the new customer linking setting 'Use ExternalId as CustomerCode' within the Tharstern integration settings.
Once enabled, Infigo will:
- search Tharstern by email address,
- link matching customers automatically,
- or create new customers when needed.
3. Test the Workflow
Log in as a customer without an existing Tharstern link and place an order. (Tip: quickly create a customer within Customer Management and impersonate that user)
After ordering:
- the customer should automatically link to a Tharstern customer,
- or a new Tharstern customer should be created.
You can verify this using the Connect Link popup within customer management.
If customer code does not appear immediately, see below Cache Behaviour section:
Cache Behaviour
Customer lookup data is cached for performance reasons.
If newly created Tharstern customers do not appear immediately in the Connect Link popup, clear the platform cache and test again.
Troubleshooting
Customer Did Not Link
Check:
- the feature is enabled,
- the customer email exists in Tharstern,
- and the customer does not already have an incorrect ConnectId assigned.
- Remember the Cache Behaviour information above!
Pricing Looks Incorrect
Confirm the customer has a valid linked Tharstern customer account and that pricing exists for that customer in Tharstern.
Summary
This enhancement allows Infigo to automatically identify or create the correct Tharstern customer during order placement.
It removes the need for shared web customer accounts and improves customer-specific pricing, reporting, and downstream CRM workflows.