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Challenge:
You are planning to use using ADvendio Connect features and our integrations to Third Party Systems, in order to automate your business flows and be more efficientlike our out of the box Third Party Integrations of the Connections Module or the automated Invoice Emails of the Finance Module.
Now you're learning how to set up and use ADvendio features.
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Please click the following link to authorize ADvendio and securely delegate access to manage your data using OAuth.
authorize ADvendio
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What does this mean? And which steps do you have to undertake in order to use ADvendios integration features?
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As a Salesforce user, you need to grant access to ADvendio Gateway to access your data and for our integration features and third party integrations to work properly. |
Why is this required?
The ADvendio Connect features, such as our AdServer, SSP and DSP integrations will allow you to push information like the Media Campaigns and Campaign Items from ADvendio into the connected systems, but also to receive information like delivery information automatically into ADvendio.
To support this our Gateway needs the possibility to access and modify your Salesforce data on behalf of your user, even if you are not logged in, like when we automatically sync delivery and status information.
For ADvendio Finance, specific features need a communication with our ADvendio Server in order to work properly. These features are the sending of Invoice Emails via ADvendio and Invoice PDF merge. The ADvendio Gateway Server is part of the process to dynamically generate and send out documents and requires an OAuth authorization, in order to get the right information from ADvendio for the invoices and store the results of this also in ADvendio. The Billing Run with print dispatch is not affected by this.
However this will only access data required for ADvendio features and the processes all have to be activated either by you or your system administrator, so ADvendio will not automatically modify all your data once you activated authorization.
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We will not access any personal user information such as address, email or date of birth. For certain external systems, ADvendio can access which Salesforce User started the process and send the Name of that user to the External System, but other than that no personal data is used.
How to authorize ADvendio as Connections User?
To authorize ADvendio for our Third Party Integrations is simple. In the message shown to you, there is a link: ‘authorize ADvendio’
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In some cases the authorization process might need to log in again with your Salesforce Credentials, please do this in order to finish. |
How to authorize ADvendio as a Finance User?
As a user of the ADvendio Finance module, two features are mainly affected. The sending of automated invoice emails via ADvendio and the Merge PDF feature.
When opening the Invoice Wizard, you might receive the authorization message. Please click the link and authorize ADvendio as described above, to continue starting the billing run. This message should only appear once and if access is granted the feature will work as expected.
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the message will only appear, if your Billing Run contains Invoices, intended to be sent via Email |
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Same for the button: Merge PDF.
Here you will receive a message at the top of the screen. Please copy the URL from it and open it in a new browser window, to finish the authentication!
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How to remove the authorization of ADvendio?
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