Infigosoftware

First, we will look at mapping (Infigo) departments to (CERM) customers.When performing this process manually, we must ensure that the required (Infigo) Department exists.

Navigate to Departments

Locate / create the (Infigo) Department.Once, created click the green Connect Link button.

Custom Step Color

Click on Connect Link

A pop up window is launched, allowing you to map the (Infigo) Department to a specified (CERM) Customer ID.

Enter CERM Customer ID

The mapping between (Infigo) Department and (CERM) Customer is completed.

Click on Save External Reference

Ensure the (Infigo) Customers required for the department are selected.

Select and save customers

Click on Save changes

Next, we will perform similar actions mapping (Infigo) Customers with (CERM) Contacts.Begin by navigating to the Customer Management area.

Navigate to Customer Management

Click Edit next to the (Infigo) Customer you wish to map

Click on Edit

A pop up will appear prompting the entry of a (CERM) Contact ID.

Enter a Contact ID

The mapping between (Infigo) Customer and (CERM) Contact is now completed.

As we are interfacing between CERM and Infigo, it's important to distinguish between the different terminology used by both pieces of software.(CERM) Customers | (Infigo) Departments- A grouped set of users registered within the system.(CERM) Contacts | (Infigo) Customers - An individual user, usually sitting within one of the groups mentioned previously.The Connect: CERM integration is capable of automating the process of (Infigo) department and (Infigo) customer exchange with CERM's equivalent.Configuring this functionality is covered in other tutorials.Here, we will learn how to manually map the Infigo and CERM equivalents, should you not wish to use the automated processes.