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As we're

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interfacing between CERM and Infigo,
it's important to distinguish

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between the different terminology
used by both pieces of software.

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So just a couple of these to cover,
first of all.

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So when we're talking about CERM,
where we look at customers,

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the equivalent inside
Infigo is department s.

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So this is a group set of users
registered within the system.

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Then when we were in CERM,
we're talking about contacts,

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when we were team
figure, we're talking about customers.

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So this is an individual user
usually sitting within one of the groups

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mentioned above.

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So customers or departments,

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the connect system integration
is capable of automating the process

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of Infigo department and Infigo customer
exchange with CERM's equivalent,

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configuring this functionality
is covered in other tutorials.

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Here, we're

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going to learn how to manually map
the Infigo in CERM equivalence.

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Should you not wish to use
that automated process.

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So to start off with and navigate
to our departments page

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and we're going to look at mapping
Infigo departments to CERM customers

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when performing this process manually,
we must ensure

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that the required Infigo department
already exists

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so we can create one of this stage
if we so wanted to.

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I'm just going to use
one of our existing ones.

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Once you've created or identified
the department, click on the Connect link

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icon underneath the Commands column.

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pop up window is then launched
allowing you to map

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the Infigo department
to a specified search customer ID.

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So whatever you put in this CERM
customer ID will be automatically linked.

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The department that you launched,
the Connect link button from,

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put the customer ID number in here
and click on save

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external reference.

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external reference.

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Now you also want to ensure
that Infigo customers

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required for this department are selected.

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So again, this is
if you are not automating the process.

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So if I click on the ‘+’ icon
next to the particular department,

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that shows me a list
of all of the available customers

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I can select the ones I want to add

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and click on Save Change. It's

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Next will perform similar actions

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mapping Infigo customers
with CERM contacts.

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So we're going to begin
by navigating to the customer management

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area.

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Click on edit next to the Infigo customer
that you want to map.

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Then scroll right down to the bottom
of the customer information page

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and click on Connect the link

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that will
again show you a very similar pop up

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and this time you'll be prompted
to put in the contact ID of that

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particular customer, which in this case
again has already been mapped.

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And then click on Save External Reference,
and that's it.

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Your department
and your customer have now been mapped.