Scheduled Tasks

Customer Import

The Customer import task is used to retrieve and update all customers, contacts and sales agents from your ERP system. You can set up the task to index only those accounts which you need.

When the customers are indexed, you can create the shop accounts in Sana Admin for those customers that already exist in your ERP system. For those customers who register online in the Sana web store, the customer records will be created automatically in the ERP system, and shop accounts in Sana. Those customers and sales agents who have shop accounts can purchase online using the Sana web store.

For more information about how to create shop accounts in Sana Admin, see "Shop Accounts".

 NOTE

When Sana is installed and connected to your ERP system, you will need to run the Customer import task to retrieve all customers from your ERP system to be able to create the shop accounts.

Update Index vs. Rebuild Index

By default, when you click Start, the Customer import task will update the customer index, but there is the alternative option - Rebuild index.

• Update index - checks whether some customer data has been modified in the ERP system and synchronizes the changes with Sana. This is the default action when you click Start. You must update the customer index, when you changed some customer data in the ERP system.
  
  
• Rebuild index - retrieves all customers, contacts and sales agents from ERP. Rebuilding the customer index removes the previously created index and creates the new one. You must rebuild the customer index only when you changed some global settings which might influence all customers, for example:
  
• • Set up web store filters for the customers, contacts or sales agents in ERP.
  • Set up data validation rules for the customers, contacts or sales agents in ERP.
  • Change the default currency in ERP.
  • Change the company in ERP the Sana add-on is assigned to.
  • Upgrade Sana to the new version. This is optional, but might be useful to make sure that everything is fine after upgrade, especially when you upgrade to the major version.

When you change customer, contact or sales agent data in the ERP system, the value of the Last date/time modified field will be updated with the current date and time. Based on this, when you run the Customer import task, Sana will check whether some data has been changed since last indexing, then it will update the customer index and apply the changes to the web store.

Set up the "Customer import" task

To set up the Customer import task, click Edit.

The table below provides the description of the Customer import task settings:

See also: