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Customer Synchronization Rules

Customer Synchronization Rules

Configure Customer Matching

Choose how customers should be matched between systems:

  1. Select your primary identifier:

    • Customer Name

    • Email Address

    • Phone Number

    • Customer Number

    • Custom Field


    Customer Synchronization Rules


  2. Configure matching fields:

    • Choose the corresponding e-conomic field

    • Set up default values for new customers

    • Define customer group assignments

Customer Synchronization Rules

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

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