Info
Exchange Profiles within VariBon and Fidelio V8.
Summary
This article describes the way how VariBon and Fidelio V8 can exchange Profile data.
More Information
The tooliciousXMLInterface services to send profiles created in VariBon to Fidelio V8. However, profiles created in Fidelio V8 will not be sent to VariBon.
When a profile is created in VariBon the Profile has to pass a filter which can be defined in tooliciousXMLInterface and will therefore be created in Fidelio. By default the profile should contain the last name, email, phone, ZIP and street to be created in Fidelio V8.
After the profile was created by the interface it can be changed in Fidelio V8 and the changes will be sent back to VariBon. So the profiles will stay in sync.
Installation Information
To activate the VariBon Fidelio V8 Profiles Exchange service:
- Install the tooliciousXMLInterface
- Enable the VariBon Exchange Service in menu Configuration -> Exchange Services -> VariBon Online
- Under the list of Synchronization Devices select Fidelio V8 and set the connection settings.
- Activate the XML interface on Fidelio V8 side. This must only be done by Micros-Fidelio.
- Make sure that the field ProfileExternalID is not used in any of the Fidelio V8 profiles. The interface will use this field to store the id of the VariBon profile.
- Click on the Configuration Link to open the configuration dialog and select the options “Send Profiles created in VariBon to Fidelio V8” and “Send changes to Profiles in Fidelio V8 to VariBon”
To change the filter what information a profile must contain to be sent to Fidelio V8 change the <VaritableProfileIgnoreFilterPack> nodes in the menu View -> Configuration File