How iPaaS.com Thinks About Customers

A Customer is an individual buyer or contact - a person, with a customer number, name, email, and collections of addresses, category links, and relationships. Other systems call it a Contact, Buyer, Client, Shopper, or (in B2C) an Account.

The customer is the canonical buyer identity that CRM, e-commerce, and POS systems sync against, so one person stays one record across every channel and their order history and marketing attribution stay consolidated. Each customer needs a unique email and a customer number (the source provides it, or the integration generates one) - together these are the usual anchors for matching the same person across systems. A customer's phone number lives on their address, not on the customer record itself (but could be added to the customer record via a custom field).

B2B Users vs B2C Customers

In B2C flows, the Customer (the individual) is the anchor; in B2B flows, the Customer Company (the account) is the anchor, and customers are the contacts attached to it. Given this type of relationship, customers are the preferred approach for B2B users (and not employees).

Adding Customers

You can add and edit customer records.

To add customer records:

Click Data Management > Customers. iPaaS.com displays the Customers form.
Click Add Customer.
On the New Customer form, add the customer's information.
(Optional) To add a category, click Add and choose a category from the Key dropdown.
Click Apply. The record is added, and the optional category is added.

Editing Customers

You can edit basic customer information and add the customer to a category, add additional addresses, customer relationships, custom fields, and external IDs.

To edit a customer record:

On the Customers form, select the customer and click the edit icon.
Edit the basic customer 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.

NOTE: You can't edit a customer category on a customer record. Instead, you edit it in Customer Categories.