99minds Customer To iPaaS.com

Overview

Customer records from 99minds can be synchronized into iPaaS.com using a manual synchronization method. This mapping enables the creation of customer profiles in iPaaS.com based on data extracted from 99minds via the Customer API.

This integration ensures that essential customer fields such as Name, Email, and Phone are accurately transferred, maintaining data consistency across both platforms.

Mapping Collection Status

Mapping Status: Enabled.
Trigger Events: The sync is triggered manually or when a customer record is created or updated in 99minds.
ID Format: When manually syncing, the correct 99minds CustomerID must be entered.
Conflicting Mappings: This mapping applies only to Customer records. Ensure no other mappings target the same Magento entity to prevent data from being overwritten.

System Caveats

iPaaS Caveats

The EmailAddress field is required; without it, the customer will not be created in iPaaS.
FirstName and LastName must not be null or empty to properly populate the 99minds Name field.
Customer Number is required.

99minds Caveats

The Email field is mandatory in 99minds.
The Phone number must be in a valid numeric or international format (e.g., +1XXXXXXXXXX).
The Amount field must always be numeric. If not provided, the mapping defaults to 0.

Setup Requirements

iPaaS Configuration

CustomerID: Unique identifier in iPaaS.
EmailAddress: Must be valid.
FirstName / LastName: Required fields.

99minds Configuration

The Name and Email fields are mandatory in 99minds.
The Phone number must be in a valid numeric or international format (e.g., +1XXXXXXXXXX).
The Amount field must always be numeric. If not provided, the mapping defaults to 0.

Authentication & Security

API Key / OAuth token
99minds API Secret Key: Used to access iPaaS API for Customer and related data.
iPaaS.com: Requires an access token for the Customer API endpoint with create/update permissions.

Integration Flow

Retrieve Data: Get customer data from iPaaS.
Map Fields: Map customer data to 99minds fields, applying any dynamic formulas.
Apply Overrides: Apply static or computed values as needed during mapping.

Mappings

Customer Add From 99minds to iPaaS.com

Mapping Type	Source Field (99minds)	Destination Field (iPaaS.com)
Static	true	99minds Loyalty Points Synced
Dynamic Formula	`var balance = "0"; if(LoyaltyCard != null && LoyaltyCard.Balance != null) { balance = LoyaltyCard.Balance; } return balance;`	99minds Loyalty Points Balance
Dynamic Formula	`var cardId = ""; if(LoyaltyCard != null && LoyaltyCard.CardId != null) { cardId = LoyaltyCard.CardId; } return cardId;`	99minds Loyalty Card ID
Dynamic Formula	`return await GetTransactionListForCard(LoyaltyCard.CardId);`	99minds Transaction Journal
Dynamic Formula	`Phone ?? "N/A"`	CustomerNumber
Dynamic Formula	`if (Name != null){ var fullName = Name; var cleanName = fullName.Replace("Mr. ",""); cleanName = cleanName.Replace("Mrs. ",""); cleanName = cleanName.Replace("Ms. ",""); cleanName = cleanName.Replace("Mrs ",""); cleanName = cleanName.Replace("Mr ",""); cleanName = cleanName.Replace("Ms ",""); var firstName = cleanName.Split(); return firstName[0]; } else {return null;}`	FirstName
Dynamic Formula	`if (Name != null){ var fullName = Name; var cleanName = fullName.Replace("Mr. ",""); cleanName = cleanName.Replace("Mrs. ",""); cleanName = cleanName.Replace("Ms. ",""); cleanName = cleanName.Replace("Mrs ",""); cleanName = cleanName.Replace("Mr ",""); cleanName = cleanName.Replace("Ms ",""); var lastName = cleanName.Split(); return lastName[lastName.Length - 1]; } else {return null;}`	LastName
Field	Email	EmailAddress

Customer Update From 99minds to iPaaS.com

Mapping Type	Source Field (99minds)	Destination Field (iPaaS.com)
Static	true	99minds Loyalty Points Synced
Dynamic Formula	`var balance = "0"; if(LoyaltyCard != null && LoyaltyCard.Balance != null) { balance = LoyaltyCard.Balance; } return balance;`	99minds Loyalty Points Balance
Dynamic Formula	`var cardId = ""; if(LoyaltyCard != null && LoyaltyCard.CardId != null) { cardId = LoyaltyCard.CardId; } return cardId;`	99minds Loyalty Card ID
Dynamic Formula	`return await GetTransactionListForCard(LoyaltyCard.CardId);`	99minds Transaction Journal
Dynamic Formula	`Phone ?? "N/A"`	CustomerNumber
Dynamic Formula	`if (Name != null){ var fullName = Name; var cleanName = fullName.Replace("Mr. ",""); cleanName = cleanName.Replace("Mrs. ",""); cleanName = cleanName.Replace("Ms. ",""); cleanName = cleanName.Replace("Mrs ",""); cleanName = cleanName.Replace("Mr ",""); cleanName = cleanName.Replace("Ms ",""); var firstName = cleanName.Split(); return firstName[0]; } else {return null;}`	FirstName
Dynamic Formula	`if (Name != null){ var fullName = Name; var cleanName = fullName.Replace("Mr. ",""); cleanName = cleanName.Replace("Mrs. ",""); cleanName = cleanName.Replace("Ms. ",""); cleanName = cleanName.Replace("Mrs ",""); cleanName = cleanName.Replace("Mr ",""); cleanName = cleanName.Replace("Ms ",""); var lastName = cleanName.Split(); return lastName[lastName.Length - 1]; } else {return null;}`	LastName
Field	Email	EmailAddress
Dynamic Formula	`DestinationValue.Company`	Company
Dynamic Formula	`DestinationValue.Comment`	Comment