00:00:11:28 - 00:00:14:01
As part of our Connect: Veracore plugin,
00:00:14:08 - 00:00:17:24
we will allow you to sync customers
from Veracore into Infigo
00:00:18:16 - 00:00:22:19
unfortunately, at the time of development
this was not possible via the API,
00:00:22:27 - 00:00:25:23
so we had to utilize Veracores, data
sheet exports
00:00:25:23 - 00:00:28:28
to achieve this.
00:00:28:28 - 00:00:32:04
A couple of prerequisites
to consider before we start.
00:00:32:22 - 00:00:35:26
If you require customers
to be put into departments
00:00:36:04 - 00:00:40:21
and have controlled access permissions
to certain products on the site,
00:00:40:29 - 00:00:45:10
then these need to be set up
prior to the import.
00:00:45:21 - 00:00:49:18
More information on setting of departments
and access permissions can be found
00:00:49:27 - 00:00:54:25
on other tutorials and in our help center.
00:00:54:25 - 00:00:58:16
So what we need to do first is to
make sure that our departments are mapped
00:00:58:24 - 00:01:01:13
to Veracore’s category access groups name
00:01:01:21 - 00:01:04:27
using our Infigo Connect Link buttons
00:01:05:16 - 00:01:08:24
and this is how they will be identified
during the customer input.
00:01:10:08 - 00:01:13:08
So we achieve
this by first going to the department
00:01:13:11 - 00:01:21:21
area of our Infigo admin.
00:01:21:21 - 00:01:24:15
We can create or locate a department
00:01:25:16 - 00:01:27:25
and then we're going to come over
to this connect link
00:01:27:25 - 00:01:34:29
icon here.
00:01:34:29 - 00:01:38:15
We connect the plugin that we want
to utilize, which in this case is Connect:
00:01:38:15 - 00:01:43:17
Veracore
and then the external ID is our Veracore
00:01:43:17 - 00:01:46:17
category access group name.
00:01:46:17 - 00:01:49:24
Each department must be mapped
to a Veracore category
00:01:49:24 - 00:01:51:20
access group.
00:01:51:20 - 00:01:54:04
if we then navigate
back to our configuration
00:01:54:04 - 00:01:56:14
settings for the connect Veracore plugin
00:02:00:13 - 00:02:01:19
and go to the customer
00:02:01:19 - 00:02:06:12
sync section.
00:02:06:12 - 00:02:09:20
Now what you may find, which hasn't
happened in my particular scenario,
00:02:09:29 - 00:02:13:16
is that you get a message here
saying that usernames need to be enabled
00:02:13:16 - 00:02:16:24
on the storefront
before you can utilize this functionality
00:02:16:24 - 00:02:19:01
and this will come up as a red warning
box here.
00:02:19:24 - 00:02:21:04
This is easy to configure.
00:02:21:04 - 00:02:23:17
We just need to
go to the customer settings
00:02:29:02 - 00:02:30:17
and then within the customer settings
00:02:30:20 - 00:02:36:04
is the option
to enable the usernames option.
00:02:36:04 - 00:02:40:05
So check usernames enabled
and then click on save.
00:02:41:20 - 00:02:45:10
So we must have an upload location
where Infigo Sync will look
00:02:45:19 - 00:02:50:25
for the CSV files with the name that
matches a specified naming convention.
00:02:50:25 - 00:02:56:10
Now this is done in exactly the same way
as we saw with the product categorization.
00:02:56:24 - 00:02:59:16
So if we navigate to our upload folder
section
00:02:59:16 - 00:03:00:29
within Infigo
00:03:04:05 - 00:03:05:14
all we’re essentially doing here
00:03:05:14 - 00:03:08:23
is creating an empty folder
that we can add things to at a later time.
00:03:09:24 - 00:03:13:15
So add new upload location
00:03:13:17 - 00:03:16:06
and I'm just adding a few bits
of relevant information
00:03:16:28 - 00:03:19:10
to be able to identify
what this folder was going to do.
00:03:19:27 - 00:03:22:05
So I'll call this customer sync,
make sure that's active,
00:03:22:05 - 00:03:24:18
So I'll call this customer sync,
make sure that's active,
00:03:25:19 - 00:03:27:09
click on Insert.
00:03:27:09 - 00:03:31:27
And as we saw with the category sync,
if we click on Manage,
00:03:32:06 - 00:03:36:06
it takes us to an empty folder structure
where it's awaiting files to manually
00:03:36:16 - 00:03:43:07
or automatically
be uploaded to that location.
00:03:43:07 - 00:03:47:00
If we are looking to automatically upload
things here, then we need to link it
00:03:47:05 - 00:03:51:04
to some action
and in this case we're going to link it to
00:03:52:13 - 00:03:54:05
a couple of the options that are available
00:03:54:05 - 00:03:57:10
in our Veracore configuration settings.
00:03:58:20 - 00:04:01:12
So if I go back to those Veracore
configuration settings,
00:04:02:02 - 00:04:05:14
make sure I'm on these sync customers
by a data sheet section
00:04:05:25 - 00:04:13:20
and we'll start working our way
through these options.
00:04:13:20 - 00:04:17:16
So starting off with the upload location
name, this is the upload location
00:04:17:16 - 00:04:18:15
where Infigo Sync.
00:04:18:15 - 00:04:22:18
We'll look for the CSV
files, the name that matches the naming
00:04:22:18 - 00:04:24:29
convention specified in the option
below it.
00:04:25:20 - 00:04:28:18
this is looking in those upload folders
that we just created,
00:04:29:03 - 00:04:30:10
SPI click on this dropdown.
00:04:30:10 - 00:04:33:20
You see, I've got those two options,
same as we had in the upload folders
00:04:34:01 - 00:04:37:29
and I can select the one I want to utilize
00:04:39:00 - 00:04:41:17
and I can see I've pre-populated
something here already.
00:04:41:25 - 00:04:45:21
This section is expecting us to input
00:04:45:21 - 00:04:48:08
a CSV file naming convention.
00:04:48:26 - 00:04:51:18
So this is a file naming convention
which should be files
00:04:51:18 - 00:04:54:21
with a .csv file extension only.
00:04:55:02 - 00:04:59:11
And the search string here
is to match against names of the files
00:04:59:11 - 00:05:03:04
that we're trying to import.
00:05:03:04 - 00:05:06:16
Now, this parameter can contain
a combination of valid
00:05:06:18 - 00:05:09:25
literal path and wildcard characters.
00:05:09:25 - 00:05:13:00
So by wildcard characters
it might be an asterisk as you see here,
00:05:13:13 - 00:05:16:24
or a question mark, for example,
but it doesn't support
00:05:16:24 - 00:05:19:19
regular expressions.
00:05:19:19 - 00:05:23:24
So you can see that an example of what
this may be populated with
00:05:24:03 - 00:05:27:03
for your particular configuration.
00:05:28:20 - 00:05:31:16
Option down from here is password
set logic.
00:05:33:04 - 00:05:35:17
So you see we have a few different options
in there
00:05:35:18 - 00:05:38:15
controlling how the password is created.
00:05:39:07 - 00:05:43:07
So we start off with password
to use a name that sets the password
00:05:43:07 - 00:05:48:07
as the value passed in the user name
itself.
00:05:48:07 - 00:05:52:06
Password to hardcoded value.
00:05:52:06 - 00:05:53:08
So you'll see if you click on this,
00:05:53:08 - 00:05:55:18
we have this hardcoded
password down at the bottom.
00:05:56:05 - 00:05:58:19
So the password will just be set to
what's typed in here
00:06:01:18 - 00:06:05:01
and then password to name
and last name with logic.
00:06:05:11 - 00:06:09:03
So if a first name or a last
name is not set,
00:06:09:11 - 00:06:11:28
then it's fallbacks
to the hardcoded password.
00:06:12:16 - 00:06:15:25
If the first name and last name are set
for the particular customer,
00:06:16:06 - 00:06:17:28
then the password will be
00:06:18:29 - 00:06:22:07
first name, first initial, last name,
00:06:23:01 - 00:06:25:27
and then it will remove any spaces
or special characters.
00:06:26:11 - 00:06:30:22
So for example, you can see down here
we've got an example of somebody's name
00:06:31:14 - 00:06:33:16
and then the resulting generated password
00:06:34:19 - 00:06:35:28
would be this.
00:06:36:11 - 00:06:38:27
So in the first initial
00:06:39:01 - 00:06:41:20
and then the last name
with any special characters or spaces
00:06:41:20 - 00:06:42:23
removed
00:06:42:23 - 00:06:46:22
these configuration steps are completed,
the import process can begin.
00:06:47:26 - 00:06:53:13
So we need to download the pre-registered
users datasheet from Veracore itself.
00:06:53:25 - 00:06:56:06
This can potentially be scheduled
from within.
00:06:56:06 - 00:06:58:14
Veracore to be done automatically.
00:06:58:14 - 00:07:02:11
Just ensure that the report contains
the same important columns
00:07:02:18 - 00:07:09:11
in the same locations
as seen on this table here.
00:07:09:11 - 00:07:10:20
So we'll see that in column A
00:07:10:20 - 00:07:14:00
We're expecting the customer ID
00:07:14:12 - 00:07:17:14
and then in column
W, we're expecting the category
00:07:17:14 - 00:07:26:05
access group.
00:07:26:05 - 00:07:27:09
So this is the group,
00:07:27:09 - 00:07:31:03
the customer is part of in Veracore
that controls visibility and access.
00:07:32:16 - 00:07:33:18
The corresponding
00:07:33:18 - 00:07:36:21
Infigo property is department
00:07:36:21 - 00:07:39:29
dept external ID.
00:07:39:29 - 00:07:41:18
Once that file is being created,
00:07:41:18 - 00:07:45:12
we place the file into a pre-agreed
directory on the local machine
00:07:45:24 - 00:07:49:15
and then if we do that in conjunction
with Infigo sync,
00:07:49:15 - 00:07:54:07
which again can be found in different
tutorials and different articles that will
00:07:54:07 - 00:07:58:21
then automatically pick up that file
and import it into your Infigo platform
00:07:59:21 - 00:08:02:20
without you having to interact with it
at all.
00:08:02:20 - 00:08:06:29
Now you can of course just decide
to import it manually if you wish to do so
00:08:07:05 - 00:08:10:01
and if you want to control
when this happens.
00:08:11:14 - 00:08:13:02
So to import this manually,
00:08:13:02 - 00:08:16:12
we just go back to our
00:08:16:12 - 00:08:19:00
manage upload locations or upload folders
00:08:19:00 - 00:08:23:20
that we created,
click on manage on the required folder
00:08:24:10 - 00:08:27:02
and then just directly
upload the file into here.
00:08:27:02 - 00:08:31:04
So use no need to go through Infigo Sync to automate the process.
00:08:31:04 - 00:08:37:21
If you don't really want to.
The Infigo system
00:08:37:21 - 00:08:41:17
will then iterate through the CSV
looking for any existing customers
00:08:41:17 - 00:08:45:23
who's Infigo
external ids match the Veracore IDs.
00:08:46:25 - 00:08:48:12
If we do not find a match, we
00:08:48:12 - 00:08:51:08
will create a new customer
using the information that's provided.
00:08:52:11 - 00:08:55:03
When it finds a match,
it will check the category
00:08:55:03 - 00:08:57:26
access group name
and then check the storefront
00:08:57:26 - 00:09:03:05
for a matching department
name or external ID
00:09:03:05 - 00:09:06:18
When it finds a match, it will ensure
that the user is assigned to that
00:09:06:18 - 00:09:09:05
particular department.
00:09:10:15 - 00:09:13:15
So just as a final thought on this,
back to our table where
00:09:13:15 - 00:09:16:20
requiring the customer ID
and the category access group,
00:09:17:05 - 00:09:19:24
the corresponding
Infigo properties are the customer
00:09:19:24 - 00:09:23:04
external ID.
00:09:23:04 - 00:09:26:18
And just as a point of note of where
we can find that, if I go to our customers
00:09:26:18 - 00:09:36:13
section, connect link
00:09:37:05 - 00:09:49:01
and then we've got the external
ID for that particular customer.
00:09:49:01 - 00:09:52:15
In a similar vein to that, we're
also looking for Category Access Group,
00:09:53:19 - 00:09:56:05
which the
corresponding Infigo properties are.
00:09:56:05 - 00:09:59:09
The department name
and the department external ID,
00:09:59:28 - 00:10:01:21
which we did show earlier on in the video.
00:10:01:21 - 00:10:10:02
So if I go to departments,
we have our department name,
00:10:11:17 - 00:10:13:20
then our external ID is done within
00:10:13:20 - 00:10:16:27
the connect link.
