How do I synchronize a new customer?

When creating a new customer, the administrator or the supervisors can choose to synchronize the customer immediately with a third-party system. This will enable you to send data through to the third-party system and thus quickly set up the customer in the third-party system too.

Supervisors can only synchronize customers with the third-party system when creating new customers. The administrator can synchronize both new and pre-existing customers with the third-party system. Read more about that here: Customer synchronization.

In this article, you will learn how to synchronize customers: 

• How do I synchronize new customers?

• How do I synchronize existing customers?

This is how you synchronize new customers

After you have filled in all relevant data, click on Create

 

 

  

INFO:

You can read more about creating new customers in the following article: Creating a customer

 

 

 

NOTE:

This process is only relevant for newly created customers that have not been set up in the third-party system yet.

You can choose between the following options:

 

• Synchronize: The customer will be synchronized with the third-party system
• Do not synchronize: The customer will not be synchronized with the third-party system
• Choose later: The customer can be synchronized with the third-party system at a later point in time

 

NOTE:

When synchronizing customers with a third-party system, it is important to note that the customer number may be shortened. Similarly, prefixed zeros may be removed if the third-party system does not support them.

This is how you synchronize existing customers

Continue to the article Customer synchronization