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Installation

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

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