on 01-16-2017 10:21 AM
Hi pros,
How can I set up automatic customer merge in C4C?
In standart customer merge the user has to create the customer merge and manually specify customer ids and the required info.
Is it possible to make a procces which is going to run in the background finding dupicate customers and merging them automaticaly?
Best regards,
Nadezhda Rukavishnikova
Hi Nadezhda
Such a requirement could be achieved by using the standard SOAP Service to Schedule & Initiate a Merge in SDK :-
1. A2X ManageBusinessPartnerMergeIn operation MaintainBundle is used to create an instance of merge
2. A2X ManageBusinessPartnerMergeIn operation Initiate is used to schedule the merge
3. A2X QueryBusinessPartnerMergeIn operation FindByIdentification is used to check progress/status of merge process
But inorder to identify & initiate an auto-merge you will need to build a MDRO on a wrapper BO to collect Accounts periodically and perform Merge.Regards
Dedeepya
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