Installation
Customer Synchronization Rules
Configure Customer Matching
Choose how customers should be matched between systems:
Select your primary identifier:
Customer Name
Email Address
Phone Number
Customer Number
Custom Field
Configure matching fields:
Choose the corresponding e-conomic field
Set up default values for new customers
Define customer group assignments
Got unique integration needs?
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.