Matching New Records to Existing Customers

Contents of this Topic: Show

Overview

Configuring the Customer Search Parameters

CustomerSearchField1

CustomerSearchField2

CustomerSearchField3

CustomerSearchField4

Possible Parameter Settings for CustomerSearchField1 - 4

Email

Phone

Phone - No Formatting

Web ID

Name, Address, Zip

None

Disclaimer

Configuring the Customer Matching Feature

UseCustomerMatching

CustomerMatchCompanyCheck

CustomerMatchConfirmEmails

CustomerCustField1 - 2

Description of the Customer Match Screen

Customer Match screen

 

One or more existing customers have been found matching the customer on import order

Bill To information from New Order

Update checked fields in selected customer record

Check All Fields

Assign imported order to selected customer

Create a new customer record

Do not import this customer (Order will still import)

Existing Customer Information

Show customers with matching:

Turn off customer matching for the remainder of this import

Continue

Additional Information

Configuring Custom Fields

Import Orders

Set System Parameters

 

Created: 8/28/08

Revised: 7/3/14

Published: 04/13/16