Creating a web customer from a customer in your 'Customer Masterfile' is easy, and can save you a heap of time when creating accounts for your customers.
Let's take a look how we do this:
Setup the Configuration in the site admin area
1. Log in to the admin area
2. Go to Config > Attache
3. Go to 'Customers' tab
4. on Show on Web Field select the Attache field in Customer Masterfile that you'd like to use as a flag. Send Emails will send an email out with a new account creation. So ensure your site is LIVE before selecting this.
5. Select Save
6. Go into Attache Customer Masterfile and ensure there is a Y in every customer that needs a web account. Customer must also have an email address in the email address field.
7. Save the changes to the masterfile and run a sync in the admin area, by going to Sync > Status > Force Sync
8. Once the sync has completed you should have additional accounts on the web, and your customer will have received an email to login to the site.