Scheduled Tasks

Customer Indexing Task

The 'Customer indexing task' is used to retrieve the list of all customers/contacts/sales agents from your Microsoft Dynamics ERP (NAV/AX) system.

When the list of customers is indexed they become available for managing shop accounts in the Sana Commerce backoffice. The list of customers is retrieved from your ERP system and available in the Sana Commerce backoffice, on the shop account page in the 'Account ID' dropdown.

For the detailed information about shop accounts management in the Sana Commerce backoffice, see 'Shop Accounts'.

Applies to: Sana Commerce 8.3 SP1 Two options are available: Update index (default) - checks whether the customers information has been modified and updates the index. Rebuild index - completely rebuilds the index. When you click the 'Start' button, without choosing the alternative task, the index will be updated as this action is set by default.

Notice, if Sana Commerce has been just installed the list of customers is not available in the Sana Commerce backoffice shop accounts management. Therefore, you should run the 'Customer indexing task' to retrieve the list of customers from your ERP system.

The 'Customer indexing task' uses the Sana Commerce task scheduler. For information about the scheduled tasks and how to run the 'Customer indexing task', see 'Scheduled Tasks'.

When you add a new customer/contact/sales agent to your Microsoft Dynamics ERP system or change the name of a customer in ERP you should run the 'Customer indexing task' to update the customers information in the Sana Commerce backoffice.

For information about configuration of the 'Customer indexing task' in the 'web.config' file of the Sana Commerce backoffice, see 'Configure the Customer Indexing Task'.