Cross-Client-Connections between two Contracting Companies

    Content of this article

    1. Preliminary Remarks
    2. Create Connection
    3. Callbacks

    1. Preliminary Remarks

    A Cross-Client-Connection between clients from two contracting companies makes it possible to sell offers to a broader range of customers.
    The following prerequisites and settings must generally be made for this function:

    1. The contract module Cross-Client-Connections must be activated in both contracting companies.
    2. The source client must create a connection to the target client.
    3. The source client must create a callback to get informed about purchases of its offer and to be able to connect the customers to the subscription in the Merchant Backend.
    4. The source client must create a cross-client offer.
    5. The target client must create a shopping cart with a) its own offer and b) the cross-client offer of the source client.

    2. Create Connection

    To create a connection, open the menu item Applications > Cross-Client-Connections in the corresponding client in the source company and proceed as follows:

    • Click on + Add Client Connection.
    • Enter the Target Company ID*. It is part of the plenigo URL.
    • The checkbox Access to offers must be activated so that the target company gets access to the cross-client offer.
    • Callback Settings for External SSO must be made (at least URL of the web service) so that the source company can be informed once its offer has been purchased and can then connect the offer to the customer in the Merchant Backend.
    After the saving process, an invitation mail is automatically sent to the target client. Once the target client has accepted the invitation, the connection is in place.

    The source client has to create a cross-client offer >> Create and Use Cross-Client Offers
    The target client can create a shopping cart with its own offer and the cross-client offer. >> Shopping Carts

    3. Callbacks

    Since the clients in the connected contracting companies do not share the same customer base as is the case with a Cross-Client-Connection between two clients within a contracting company, the contracting companies must communicate with each other so that the source client can connect the customer and the purchased offer.
    The process with callbacks is as follows:

    1. The customer buys the cross-client offer (source client) within the shopping cart.
    2. Once the purchase has been successful, the callback is triggered, which is sent to the stored URL. The callback transmits the customer number (customer data) and a "voucher code".
    3. The "voucher code" must be redeemed via the API endpoint subscriptions/useCrossClientVoucher to connect the customer to the subscription. 
    4. Once the connection has been successful, the customer and the respective offer can be viewed in the Merchant Backend in the menu item Customers in the corresponding customer account.
    4. The callback can also be viewed in the Callback-Log.


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