Integrate Social CRM

Integration process

Step 1: Select Social CRM from the list of platforms

Click the Add store button at the right corner and select Social CRM from the dropdown list

Step 2: Confirm and authorise access

Tick the checkbox for the Term of use and then click Confirm to grant the Centralised Distribution system access to Social CRM system. There wil be a message to inform you about the successful/failed status of the operation.

If the sale channel has been added successfully but it does get activated automatically, you can manually activate the sale channel by switching on the active/deactive toggle button.

Step 3: Edit the sale channel name (Optional)

To edit the sale channel name for your own referencing purpose, click the edit button (pen symbol) on a card that contain the newly added channel. Click confirm (green tick button) to confirm the change.

After the above steps, a successfully integrated platform/sale channel will start syncing all the information related to product and order to the Centralised Distribution system. The process might take a few minutes/hours to complete.