Customer connections
Pull customers from your CRM or ERP over REST, mapped once and refreshed on a schedule.
A customer connection pulls customer records from a REST endpoint you control, the counterpart of the product connections in Catalog. Set one up in Settings, then Integrations.
Configuration
- Base URL and endpoint path for the API.
- Authentication: bearer token, basic auth or a custom header. Credentials are stored encrypted.
- An optional root path pointing at the array in the response, for example data.items.
- A field map from the source JSON to company, email, phone and external id.
- A manual or daily schedule.
How records merge
Incoming records match existing customers by external id first, then by email domain, so re-running a sync updates rather than duplicates. A new customer with an email or phone gains a primary contact automatically.
Customer connections never delete. A record that disappears from your source system stays in Kabaido until you remove it.