Test the integration of BillingCenter and ContactManager

After setting up integration for BillingCenter and ContactManager, you can perform some tests to ensure that the integration is working.

Before you begin

Complete Integrate ContactManager with BillingCenter. Additionally, ensure that both ContactManager and BillingCenter have started.

About this task

Verify that the two applications are integrated. If you are using the base configurations of BillingCenter and ContactManager, ContactManager provides the su user for BillingCenter to authenticate with.

Procedure

  1. When BillingCenter is ready, open a browser window and enter the following BillingCenter URL: 
    http://localhost:8580/bc/
  2. Log in as a user who can create a contact in BillingCenter, such as the sample user aapplegate with password gw.
  3. Open an existing account from the Account tab.
  4. Click Contacts in the left Sidebar under Actions.
  5. On the Contacts screen, click the Edit button.
  6. Click Add Existing Contact, and search for a company you know is in ContactManager and has a Client tag, such as the sample company Albertson's.

    If a contact is stored in both BillingCenter and ContactManager, its External column is set to No. If you do not see any contacts that are external, either ContactManager has not found contacts stored only in ContactManager or it has suspended its BillingCenter message queue.

    • If you are sure the contact is stored only in ContactManager, the contact’s tag might not be set to Client. Any contact created in BillingCenter and stored in ContactManager does have a Client tag.
    • An additional possibility is that BillingCenter has stopped the message queue it uses for ContactManager.
  7. Click Select next to the company name.
  8. On the Contacts screen, select the company name.
  9. Below, on the Contact Info card, change contact data, like the Address 1 field, and then click Update to save the change.
  10. Open a browser window and enter the following ContactManager URL: 
    http://localhost:8280/ab/
  11. Log in as a user who can view or edit a contact in ContactManager, such as the sample user aapplegate with password gw.
  12. In ContactManager, click Search and find the contact you changed in BillingCenter.
  13. Verify that the data you changed for the contact in BillingCenter was also changed for the contact in ContactManager.

What to do next

If you encounter errors during testing, see Troubleshooting the BillingCenter connection with ContactManager.