Ovotrack Customer Data Synchronization

Owned by David Foss
Last updated: Aug 07, 2019
2 min read

 

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

Here you can enter in fields such as address, phone number, and email that will be sent to Ovotrack.  Note that these fields are all optional, but if you want them to transferred, the Contact Class must be set as Ovotrack.  

 

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 Contacts screen.   

Ex: If you added fields to Contacts on 8/2, you could set the date to 8/1.

 

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 and the Commit Date field will be populated.

 

You can review the results of the commit in the Commit Messages tab.  If there were any errors, they will be displayed here.