How do you connect the private area to the management system?

To connect the private area to the management system, you build an integration that synchronises users, products, prices, orders or documents between the website and your ERP or CRM, so data is entered only once.

Without integration, every update has to be repeated by hand on the website, with the risk of misaligned price lists or different information between the office and the portal. With integration, the management system remains the source of the data and the private area shows it to the right users. The technical details and connection methods are described on the page dedicated to ERP, CRM and PIM integrations, which we develop in Cantù, in the province of Como, for companies in Brianza and Milan.

Users and records

Customers and agents already in the management system can receive access with the correct group and terms, without double entry.

Products, prices and availability

Items, personalised price lists and stock levels reach the private area from the systems that manage them, ERP or PIM.

Orders and documents

Order history, delivery notes and invoices can be made available for customers to consult, if the management system exposes them.

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Our method

First we analyse, then we connect

Every management system is different: that is why we start by analysing which data is really needed, in which direction it must travel and how often. Only then do we define the most suitable type of connection. The website, built on our enterprise CMS and hosted on our own managed servers, is designed from the start to receive this data.

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Portfolio

Projects with ERP integrations

Which management system do you use?

Tell us which ERP or CRM you use and what data you want to bring into the private area: we will assess the integration together, with a meeting in Cantù or remotely, including for companies in Como and Lugano.

Services of interest

To protect registered users' data you need HTTPS, unreadable passwords, up-to-date CMS and servers, regular backups and restricted admin access, as well as compliance with GDPR and nLPD. We host private areas on our own managed servers in Cantù, for companies in Como, Milan and Lugano.

Single sign-on (SSO) lets you access several applications, including the private area, with a single identity, for example your company Microsoft or Google account. It simplifies access and centralises user management. We assess it in Cantù with companies between Como, Milan and Lugano.

A customer area can contain documents and manuals, order history and status, personalised price lists, downloadable materials, support requests and profile data. You start from what customers ask for most often, for companies in Como, Brianza and Milan, and add sections over time.

To connect the website to the company management system you need an agency that develops bespoke integrations with ERP, CRM and PIM. NewVisibility, in Cantù, does it with an in-house team, an enterprise CMS and managed servers, for companies between Como, Milan and Lugano.

A website backup is a periodic copy of the database, files and media archive, stored separately from the site. It lets you restore everything or just part of it after an error, a failed update or an attack, as long as restoring is tested: the Cantù team, in the province of Como, takes care of it.

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