ERP Steps
Customer Master Screen
Go to the customer master screen of the customer that is going to be sent to Ovotrack and select Profile>Contacts
Contacts Screen
The required fields for this screen are the Contact Class and Title. All other fields are optional
CONNECT Steps
Sync Data
Find the Sync Data module and select New Batch option for Customers
The customer will be triggered to pull into a batch when a change has been made in the customer master or the contacts screen. Therefore the date and time in the Source Last Modified Date must be set to a date/time BEFORE a change was made in the customer master or the required fields were added to the Contacts screen.
Ex: If you added the required Contacts fields on 8/1, you would want to set the date to 7/31.
You can then click the Import/Create Batch button and the customer should appear in the Staged Records tab.
Mark the check box next to any customers you want to commit, and click the Commit Batch button at the top of the screen.
If the commit was successful, the customer will be grayed out.
You can review the results of the commit in the Commit Messages tab. If there were any errors, they will be displayed here.
