Cross-Client-Connection within One Contracting Company

    Content of this article

    1. Preliminary Remarks
    2. Create Connection
    3. Use Cross-Client-Connection

    1. Preliminary Remarks

    Cross-Client-Connections make it possible to connect clients within a contracting company in order to share offers and market them jointly in order to acquire new customers.
    The following requirements and settings must generally be made for this function:

    1. The contract module Cross-Client-Connections must be activated in the contracting company.
    2. The source client must create a connection to the target client.
    3. The source client must create a cross-client offer.
    4. The target client must create a shopping cart with a) its own offer and b) the corss-client offer.

    2. Create Connection

    To connect clients within a contracting company, only the connection needs to be established. Due to the fact that the customer data is already stored across clients in the Merchant Backend, it is not necessary to set up callbacks (in contrast to connecting clients of different contracting companies, see here).

    Create a connection
    • 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.
    After saving, a system mail is triggered and sent to the invited client.
    After sending the invitation, the list for the client who sent the invitation (source company) looks as follows:

    Once the target company has accepted the invitation, the status changes from invited to active.
    In the column Commands > Edit, the Access to offers can be deactivated/activated. 

    After the invitation has been sent, the list in the target client looks as follows.
    The client can either accept or decline the invitation.


    Once the target client has accepted the invitation, both parties can block the connection at any time:
    • Click on Detail.
    • In the action bar, click on Block the Connection.

    3. Use Cross-Client-Connection 

    1. Create a cross-client offer: Create and Use Cross-Client Offers
    2. Create a shopping cart with cross-client offers: Shopping Carts
    3. Payout List (Cross-Client-Log): Payout List
      All transactions that are triggered by the Cross-Client-Connection is logged in the payout list.
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