View - E-Commerce - Get Website
data
Get website data is used to retrieve enquiries and orders that customers have made on your website.
Enquiries are subjected to a so-called 'data wash' where information from the website is compared with entries in your contact register. You can approve the information that the customer has registered to avoid double entries cluttering up your contact register.
The window gives you the following options
E-mail: Opens a window where you enter the E-mail content with a link to the Contact status file.
View orders: Opens a preview of all previously loaded activities, which you can access and examine in detail.
Start: Downloads new orders and activities from the website.
Downloading data
Click Start to begin downloading data. The program
will now connect to the Internet and find any new orders and activities.
A link to the Contact status file will be sent to customers that were
set up to receive this. Read more about
how to set up customer status files here.
The result will be continuously displayed in an overview window. If the search found no results, the window closes when you click Complete.
Click Next.
Check all enquiries and import or reject them in View new orders/activities. If you do not process all the enquiries immediately, they will still be available next time you import data.
If you downloaded any orders and activities
these will be available in the Sales and Invoicing Module and Activity
Module respectively.
Note! Registered users will have a
Website account created. You can
edit this through the Contact register
via the Settings tab in E-Commerce.
Read more about: