Preparing your Lead Data

...At a later stage you can decide which fields need to be in the Gold-Vision destination record. See Using the Data Import Tool For instance, you may want specific fields...

Logs & Log Settings

...days. Tip Tip: If you encounter any issues when using Gold-Vision it can be very useful to contact our support team and also email support@gold-vision.com copies of the log files....

Currencies

...modal Info When using Products and Quotes with foreign currencies, Gold-Vision will automatically exchange the base price for the foreign currency equivalent. Whilst convenient, this does not always result in...

Price Lists

...can be added by using the New Icon. Close modal Info When creating a new Price List you will need to include a Parent Currency. To find out how to...

Products

...Product Group before you can create Products, see ‘Product Groups’ for how to do this. Using the + Icon you can add new Products. Close modal Info Fields can be...

Report Settings

...Reports Custom Reports can be used to add custom RDL reports to the Gold-Vision Reports list. To prevent Gold-Vision from using a Shared SRS Connection when running the report uncheck...

Gold-Vision API

Importing a Collection

...examples to use with your Gold-Vision Close modal 3. From here you can edit the collection and replace the information mentioned earlier and start using the Gold-Vision API. Close modal...

Calling the API with IdentityModel

To send the access token to the API you typically use the HTTP Authorization header. This is done using the SetBearerToken extension method: // Call api var client = new...

Configuring the Eventbrite Integration

...created using the information from the Eventbrite order form, as configured in the Mappings area – for example mapping Company name to the Account Name. An Attendee record will then...