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ID653 - Update Key Customer Information in Compass Sherpa / WhiteCup, Overview & Sample

Updates key eAuto Customer Record info to Compass Sherpa / WhiteCup

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Overview

Overview

Keeping your Compass Sherpa / WhiteCup CRM in sync with eAutomate can be a challenge. Suggested Best Practice is that the customer information is always updated in eAutomate and that sales people only keep prospect information updated but have to request if key customer information is to be updated. We suggest that once a prospect becomes a customer that the key information fields like address, phone, website, etc. are set to read only in your CRM. This alert is designed to push that updated information from eAutomate to your CRM each night.

We can update CustomerName, Address, Address2, City, State, Zip, County, OfficePhone, OfficeFax OR exclude any of these.

 

Run Schedule: Daily Early AM

Type of Output: Email

 

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Sample

Sample

Email showing changes made:

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Email showing update can NOT be made as ERP Number doesn't match eAuto Customer Number:

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Variables

Variables

No variables

 

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Alert Functionality

Alert Functionality

(1) We will install in test mode first so you can review what changes would be made once running live.

(2) Let us know when you subscribe what field(s) you would like us to update. Use the 'Notes to Juice...' section in your subscription to tell us:

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(3) Prior to subscribing, you will need to get your IT Dept involved, per below:

  • If your WhiteCup database is on the same server as eAuto, then we just need you to add db_owner permissions to our ceojuice SQL user for that database. 
  • If it’s on a separate server, then we need you to create a SQL user for CEOJuice. with db_owner permissions to the CRM database. Then we need to know the address of the server and instance name, the SQL user name, the password and CRM database name. Your IT will then need to create a linked server from EA/CEOJuice SQL server to the CRM SQL server. 
  • If it's hosted in the cloud, then WhiteCup needs to create a SQL user with db_owner permissions to the Sherpa database. They would then need to provide us the address of the server, login, password and database name of the Sherpa database. If hosted internally on different server, then your IT also needs to create a linked server from EA/CEOJuice SQL server to the CRM SQL server. 

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Best Practices & Tips

Best Practices & Tips

None at this time

 

 

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Related Alerts

Related Alerts

None at this time

 

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