Actions & Action Templates
How to Change Your Commerce Type
Inviting New Users
Partnership Billing Settings
Setting Billing Address
Single Sign-On (SSO)
Switching Between Accounts
Terms of Service
Viewing Subscription Info
Automating Price List Creation via Actions
Buyer Product Validation Guide
Check Order Status
How to Delay an Invoice
Packing Slips - Buyers
Shopify Product Syncing
Signing Up As A Buyer
Step by Step for Buyer Onboarding
Syncing Order Updates
Wholesale Guide for Buyers
Connecting Your Platform
Exclusive Collaborations - Syncing Unpublished Products
Fixing SKUs in Scientific Notation
How to Set Up Pricing
Marking Products as Active or Inactive
Seller Quickstart Guide
The 4Ps of Seller Onboarding
Adding Barcode Values in WooCommerce
Creating Product SKUs
Downloadable Image Links
How Invoicing Works
Packing Slips - Sellers
Taxes and Manual Invoicing
Wholesale Guide for Sellers
Editing Price Lists
Sending Test Orders
Step by Step for Seller Onboarding
Updating Permissions for the Convictional App on Shopify
Updating Shopify Store URL
Connecting through Seller EDI - Invoice (810) Specification
Connecting through Seller EDI for Dropship
Connecting through Seller EDI for Dropship - Advance Ship Notice (856) Specification
Connecting through Seller EDI for Dropship - Inventory Update (846) Specification
Connecting through Seller EDI for Dropship - Purchase Order (850) Specification
Connecting through Seller EDI for Dropship - Purchase Order Acknowledgements (855) Specification
Connecting through Seller EDI for Wholesale - Advance Ship Notice (856) Specification
Connecting through Seller EDI for Wholesale - Purchase Order (850) Specification
Building API Integrations
Connecting Magento 2 - Buyer
Connecting Magento 2 - Seller
Connecting through SFTP
Getting Started with the Buyer API
How Inventory Sync Works
Integrating your CRM
Supported Connection Methods
Updating Shipping Information
Downloading EDI Files related to Purchase Orders
How To Update All Margins In A Price List
How can I confirm that Convictional can pull my Products from my WooCommerce Store?
How to Create a Test Order as an EDI Seller
How to Create an Order for the Buyer API
How to Determine the Remaining onboarding steps for a Partner
How to Resend an Advance Ship Notice
How to Resolve " Your SFTP user requires delete permission on your SFTP server."
How to Resolve "Already Processed Files"
How to Resolve "Unable to access your SFTP server"
How to Resolve "Your SFTP user requires read permission on your SFTP server"
How to Resolve "Your SFTP user requires write permission on your SFTP server."
How to Total Number of some kind of Resource using the API
How to check if you are a buyer or seller on Convictional?
Migrating Ecommerce Platforms
Table of Contents
- All Categories
- Integrating your CRM
Integrating your CRM
Updated by Jeremy Tupper
Convictional offers a light version of integration with your CRM system so that you can stay on top of communications with your trading partners.
We do this by providing a way to pass your CRM provided BCC email address (which blind copies your CRM on all communications) to our system.
Some of the benefits include:
- Stay current on communications between Convictional and your trading partners (vendors or customers)
- Easy to implement and change in the event you change CRM systems
- Outsource routine notifications for order and product sync issues to Convictional
1. Get your BCC email address
Where you can find it depends on the CRM you are using. Here are links for some popular CRM systems that our customers tend to use. It will work with any CRM that supports BCCing:
2. Copy the email into our settings
Here is the appropriate place in your Company Settings to paste the email from your CRM system:
Once you have pasted the email, save your settings so that the change is reflected company wide.
That's it. Moving forward, we will BCC you on all relevant communications with your partners.