How to Map Customers through the Mapping Screen in Xvantage™

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Overview:

This article provides a step-by-step guide on how to map customers through the mapping screen in Xvantage.

Process:

  1. Log in to Xvantage.

  2. Hover over the left navigation menu and click My Business.

  3. Select Cloud Services. 

  4. CloudBlue Commerce opens in a new browser tab.

  5. Log in using your CloudBlue Commerce credentials.

  6. From the left navigation menu, click Integrations.  

  7. The Native Integrations page is displayed.

  8. Select the Mapping tab.

  9. Enable Show only unmapped to display only customers that have not yet been mapped.

  10. In the Customers tab of the Mapping screen, select the customer you want to map.

  11. Click the Select Customer drop-down field.

  12. Enter the name of the customer you want to map.

  13. Select the appropriate customer from the search results. The customer is mapped successfully.

  14. To unmap a customer, click the ellipsis (⋮) icon and select Unmap.