This article explains how your Onsight account interacts with your Alegra account after your integration has been activated.
What data gets copied from Alegra to Onsight?
Product data, pricing data and stock data flows from Alegra to Onsight.
Customer contact data flows from Alegra to Onsight.
Tax code data flows from Alegra to Onsight.
What data gets sent from Onsight to Alegra?
New customers created in Onsight get sent to Alegra.
Orders created in Onsight get sent to Alegra.
Quotes created in Onsight get sent to Alegra.
We recommend that you manage your product categories in Onsight since this gives you more control over how your products are organised and displayed in your Onsight catalogue app. The default setup is therefore not to copy any product categories from Alegra. If you prefer to manage your categories in Alegra let us know, and we will activate this on your account.
Products cannot be added in Onsight. They need to be added in Alegra. When you create a new product in Alegra, it is automatically copied to Onsight and it is placed into a product category called ‘Imported from Alegra’. You should mark this product category as inactive so that it does not display in the Onsight app. Then move all the products that you find there to the correct product category that you want them to belong to.
We copy several product data fields from Alegra. Any changes you make to these fields in Onsight will be lost when we copy data from Alegra. Therefore, you should not change any of these fields in Onsight:
- Product name
- Product description
- Cost price
- Applied taxes
- Stock on hand
- Product code
Additional product information
Onsight has many additional product fields that you can display in the Onsight app. Any changes you make to these fields in Onsight will be maintained and will not be overwritten when we copy data from Alegra.
- Product images
- Product categories
- Quantity increments/multiples
- Master products
- Minimum and maximum order quantities
- Product custom fields
- Product availability
- Product price lists
- Product discounts
- Linked products (associated / alternative)
Alegra’s product custom fields
Alegra products can have multiple custom fields. You can request that some or all of these fields be stored as product custom fields in Onsight and they will then display in the Onsight app for sales reps and customers to view.
Some of your products in Alegra might have images. If there is no image in Onsight, we will copy the Alegra image to Onsight. If there is already an image in Onsight, we leave the existing image in place. If you upload new images into Onsight, they will not be replaced.
If you want to replace the images that are in Onsight with new images from Alegra, you can delete the existing images in Onsight and the new Alegra images will automatically be copied to Onsight.
We copy several customer data fields from Alegra. Any changes you make to these fields in Onsight will be lost when we copy data from Alegra. Therefore, you should not change any of these fields in Onsight:
- Company name
- Billing email address
- Billing address
- Shipping address
If you create a new customer in Onsight or if your create an order for a new customer, the new customer will automatically be created in Alegra. After this, the customer data will be managed in the same way that all other customer data is managed. Alegra will become the master database for the customer data fields listed above. Any changes that you make in Alegra will be copied to Onsight.
Additional customer information
Onsight has many additional customer fields that you can display in the Onsight app or that are used for pricing rules. Any changes you make to these fields in Onsight will be maintained and will not be overwritten when we copy data from Alegra.
- Customer group
- Customer custom fields
We offer many further customisation options for your integration between Onsight and Alegra. Please see this list of available Alegra customisations for more details.