Connect: Tharstern - Mapping customer codes to departments
SW

Sam Webster

Created Feb 22, 2023

Connect: Tharstern - Mapping customer codes to departments

In this tutorial, we will learn how to create mappings between our Tharstern and Infigo users.

A note on terminology: An Infigo "Department" manages a grouped set of users, such as those representing one particular company. An Infigo "Customer" is an individual user of a storefront.

Therstern's terminology is slightly different, with a Tharstern "Customer" relating to a group of users, such as those representing one company.

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Infigosoftware

6 Steps
1

A note on the Storefront Customer Code

The Storefront Customer Code will serve as the Customer Code of the default (Tharstern) customer to use for creating estimates and sending orders, however it is possible to assign customer codes at a department level, allowing more granular control over which Infigo orders turn into Tharstern orders.

The Storefront Customer Code should be considered a fallback option, in case a customer does not have a code assigned to them.

A note on the Storefront Customer Code
2

Next, navigate to the Departments screen

Next, navigate to the Departments screen
3

Choose or create a department, then click on Connect Link

Choose or create a department, then click on Connect Link
4

Type the Tharstern customer code into the ExternalId field

Type the Tharstern customer code into the ExternalId field
5

Click on Save Connect External Id

Click on Save Connect External Id
6

A user must be present within this department for any changes to be seen

Ensure that one or more users are selected to be part of this department, then click Save Changes.

A user can only be placed within one department. This means when a user sitting within this department logs in, estimates requested and ordered raised are done so with this new customer code.

A user must be present within this department for any changes to be seen
Well done!
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