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eCommerce: synchronize customer and learner accounts

Elizabeth
  • Updated

Keep your learners and buyers synchronized

For the smoothest buying and learning experience, LearnUpon lets admins synchronize accounts between the learning portal and the eCommerce platform.

Availability of eCommerce powered by Spree: depends on your LearnUpon plan

This feature lets admins:

  • set up existing portal users in the eCommerce platform quickly and smoothly
  • start a new user account from the eCommerce platform, and create the user in the learning portal at the same time

This feature lets admins create accounts manually, to keep processes moving as required.

For example, if you receive orders in person or by phone, you can create accounts manually to complete the order and provide access to the courses and learning journeys.

Prerequisites

This feature:

  • is available for the eCommerce platform powered by Spree only. It’s not available for the legacy eCommerce store
  • requires an email address for new users

Access permissions

  • admins with limited permissions: can synchronize accounts from LearnUpon to the eCommerce platform only
  • admins with full permissions: can create new LearnUpon portal accounts from the eCommerce platform, and synchronize accounts from the portal to the eCommerce platform

Ask your Customer Success Manager to add the new eCommerce features to your portal. You set up each portal in your realm separately.

Synchronize accounts across the portal and eCommerce platform

From learning portal to eCommerce

  1. From main navigation go to Users > your user.
  2. From More (aka 3-dot menu), select Sync user to eCommerce.

LearnUpon displays a confirmation message when the user is synchronized.

You can view the user from the eCommerce platform, through the Customers page.

The following screenshot shows More > Sync user to eCommerce for a user.

sync learner to ecommerce option.png

From eCommerce platform to learning portal

This process automatically:

  • adds a new user to the eCommerce platform
  • adds the same account to the learning portal
  • sends a confirmation email with the portal URL to the new user, and requires them to set their password
  1. From main navigation select Go to eCommerce.
  2. From the eCommerce platform go to Customers.
  3. Select + New Customer.
  4. For New User enter:
    • Email
    • First Name
    • Last Name
  5. Select Create to finish.

You can view the new user through the portal’s Users page.

See:

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