NOTE: These are called Customer Companies to distinguish them from iPaaS.com Companies.
Customer Companies allow you to transfer customer company data. You can add new customer companies and edit existing customer companies.
How iPaaS.com Thinks About Customer Companies
A Customer Company is a B2B account record - an organization that buys, with a name, department and contact details, account and tax numbers, an optional parent company, and collections of addresses, categories, and relationships. Other systems call it an Account, Organization, Business, or Company.
The customer company is the account side of B2B commerce: individual customers and their orders roll up to a company, so quoting, pricing, accounts-receivable, and account hierarchy all operate at the organization level rather than per person. Companies can nest through a parent company reference, which represents the parent/subsidiary structures common in B2B - when syncing a hierarchy, parent companies are written before their subsidiaries so the link resolves.
Related concepts: Customers, Company & Customer Relationships, Customer Categories.
Adding a Customer Company
To add a new customer company:
Click Data Management > Customer Companies.
On the Customer Companies form, click Add Customer Company.
On the New Customer Company form, fill out the fields.
(Optional) You can attach a category to the customer company record. Click Add at Categories and select a category from the dropdown.
Click Apply. The new company is added.
Editing a Customer Company
Notes On Customer Company Relationships
Customer Company Relationships is its own data type.
Relationships are unidirectional. If a relationship is on a company, there may or may not be a relationship on the corresponding record, depending on how mapping collections are set up.
Related to field is not enforced. This allows this to be related to any object, either within or outside of iPaaS.com. It also means that this record does not know whether this object exists or not.
Please see the documentation for the specific subscriptions you are using to determine how this can work for your specific setup, or consult with your MiSP.
To edit a customer company:
Select a company on the Customer Companies form and click the edit icon.
Edit the basic company information.
(Optional) You can add or edit Custom Fields and External IDs. See Custom Fields and External IDs for those procedures.
When complete, click Apply, and the record is updated.