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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.
