Modify Contact ID for Existing Order / Subscription

Warning: this tool is not intended be used during normal operation. It makes direct changes to the AccessAlly records and should only be used in the following situations:

  • Merging existing contacts (for non-Infusionsoft CRMs): Merging duplicate contacts will remove one of the contacts in the CRM system. If the removed contact is linked to an order / subscription in AccessAlly, you can use this tool to change the contact ID to the one that was kept. When integrated with Infusionsoft, please use AccessAlly -> User Management -> Merge User instead, which will update the contact ID automatically.
  • Delete existing contact: if a contact is accidentally deleted in the CRM, you can use this tool to change the existing order(s) / subscription(s) to the newly created replacement contact.

Installation

  1. Click here to download the Order Contact ID Updater plugin.
  2. On your membership site, open the WordPress Dashboard, and go to Plugins -> Add New -> Upload Pluginaccessally-bbpress-1
  3. Select the downloaded accessally-order-contact-updater zip file, and click on “Install Now”
  4. Once installed, click on Activate Plugin

How to update the Contact ID for Existing Orders / Subscriptions

  1. Search for the Order in AccessAlly -> Sales -> Orders
  2. Make a note of the ID for the Order that needs to be updated
  3. Open the Order Contact Updater by clicking on AccessAlly Order Update in the WordPress menu
  4. Enter the Order ID and click Search. An order summary will be shown along with any associated subscription(s).
  5. Verify that the order and subscription(s) are the ones that should be moved to the new contact.
  6. Find the new Contact ID and copy that. Here’s more information about how to find the Contact ID from your CRM.
  7. Once confirmed, enter the new contact ID at the bottom and click Update Contact ID.
  8. The order and subscription(s) will be assigned to the new contact, which means the order / subscription will appear in the order / subscription list for the new contact, where they can update the credit card if needed.