Customer Settings

Customer Settings are the foundation of your integration, defining how customer information is matched, created, and updated between Pipedrive and Business Central. Proper configuration here ensures that your customer data remains consistent and accurate across both platforms.

In this section, we'll cover:

• Customer matching rules

• Customer default mappings

• Field mappings

These settings will help you manage how customer information is transferred and maintained, preventing duplicates and ensuring that the right data is always available where you need it.

Customer Matching Rules

Why Customer Matching Rules Matter

Customer matching rules are crucial because they:

1. Prevent duplicate customers: By accurately matching Pipedrive companies and contacts to existing Business Central customers, you avoid creating duplicate records in Business Central.

2. Ensure data consistency: Matching rules help maintain consistent customer data between Pipedrive and Business Central, ensuring that both systems have the most up-to-date information.

3. Streamline customer creation: When a match is not found, the app automatically creates a new customer in Business Central, saving you time and effort.

4. Simplify customer management: Properly configured matching rules make it easier to manage your customer relationships across both platforms.

Setting Up Customer Matching Rules

1. Define Company Matching Criteria

   1. In the "Pipedrive" dropdown under "Company Matching Criteria", select the company property you want to use to identify the customer (e.g., CVR)

   2. In the "Business Central" dropdown, select the corresponding customer field (e.g., Corporate Identification Num.)

2. Define Contact Matching Criteria (Optional)

   1. Check the box labeled "Enable Primary Contact Sync"

   2. In the "Pipedrive" dropdown under "Contact Matching Criteria", select the contact property you want to use to identify the customer (e.g., Phone number)

   3. In the "Business Central" dropdown, select the corresponding customer field (e.g., Phone Number)

3. Choose How to Handle the Customer Number Option 1: Let Business Central generate the customer number

   • Select "Let Business Central create customer number."

   • Choose whether to store the generated number in a Pipedrive property

   Option 2: Use a number from Pipedrive

   • Select "Use customer number from Pipedrive."

   • Select the Pipedrive property that contains the number you want to use as the Business Central customer number.

4. Review and Save Carefully review your settings to ensure they align with your business requirements. If everything looks correct, click "Save" to apply your changes.

Customer Default Mappings

Why Customer Default Mappings Are Important

• Ensure all required Business Central fields are filled: These mappings provide values for fields that Business Central requires to create a new customer.

• Streamline customer creation: By setting defaults, you reduce manual data entry and potential errors.

• Maintain consistency: All new customers will have the same baseline settings unless overridden by Pipedrive data.

Setting Up Customer Default Mappings

1. Navigate to the Customer Default Mappings section in your integration settings.

2. You'll see a list of required Business Central fields: Payment Terms, Customer Group, VAT Zone, Currency, and Invoice Layout.

3. For each field:

   1. Click on the dropdown menu next to the field name.

   2. Select the appropriate default value from the list of options.

4. After setting your preferred defaults for all required fields, save your changes.

Field Mappings (Company and contact)

Why Field Mappings Matter

• Ensure data consistency: Match the right information between Pipedrive and Business Central.

• Customize for your needs: Adapt the integration to fit your unique business processes.

• Save time: Automate the transfer of customer data, reducing manual entry.

• Improve data quality: The more fields you map, the more comprehensive your customer profiles will be in both systems.

Setting Up Company Field Mappings

1. Navigate to the Company field mappings section in your integration settings.

2. For each Business Central field:

   1. The default Pipedrive field will be shown (if applicable).

   2. Click "Edit" to change the mapping or "Delete" to remove it.

3. To add a new mapping:

   1. Use the search bar to find specific fields quickly.

   2. If a field doesn't exist in Pipedrive, click "Create Property" to add a new custom property.

4. Key fields to prioritize include:

   • Customer Name (mandatory field)

   • CVR Number (or equivalent business identifier)

   • Email

   • Phone number

   • Address

5. After setting your preferred mappings, save your changes.

Setting Up Contact Field Mappings

1. Navigate to the Contact field mappings section in your integration settings.

2. Follow the same process as for Company field mappings, paying special attention to these key fields:

   • Customer Name: Map this to the Pipedrive "Full name" field.

   • Email

   • Phone Number

   • Address

3. Remember, using "Full name" is preferable to mapping separate "First name" and "Last name" fields, as it ensures the complete name is transferred correctly.