Overview
Customer records from iPaaS.com can be synchronized into 99minds using a manual synchronization method. This mapping enables the creation of customer profiles in 99Minds based on data extracted from iPaaS 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 updated in iPaaS.
ID Format: When manually syncing, the correct iPaaS CustomerID must be entered (e.g., Customer John Doe with ID 10001 must be entered as 10001).
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 From iPaaS to 99minds
Mapping Type | Source Field (iPaaS) | Destination Field (99Minds) |
Field | EmailAddress | |
Dynamic Formula |
| FirstName |
Field | CustomerNumber | Phone |
Static | 0 | Amount |
Error Handling
Collection: Customer
Missing Name Fields
Description: FirstName or LastName not found
Resolution: Ensure both are populated before sync.
Missing EmailAddress
Description: Email required for customer creation.
Resolution: Provide valid email in iPaaS.
Testing & Validation
Validation Checklist
Email and Name validation successful.
Test Scenarios
Sync Customer to ensure that the customer has created.
Update existing customer: Ensure updates apply without duplication.
Missing email: Expect error message in iPaaS logs.
Additional Notes
Ensure dynamic formulas return valid references for all dependent entities.