Customer connections

Why

Your customer list already lives in a CRM or an ERP, and keeping a second copy in step by hand is where mistakes start.

How

Set it up on the Custom REST connection entry, or on a Template entry such as HubSpot that carries the recipe for that system.

Set one up

1. 1
   Step 1.

   In /app/settings/integrations, open Custom REST connection and choose New connection. It needs the admin role.

2. 2
   Step 2.

   Give the Base URL and Endpoint path. Pick Authentication: Bearer token, Basic (user:pass) or Custom header (the header name defaults to x-api-key). The credential is stored encrypted.

3. 3
   Step 3.

   Set the Records path to the array inside the response, such as data.customers, or leave it empty when the response is the array.

4. 4
   Step 4.

   Press Test fetch to see a sample record, then fill the Field map with dotted paths: Company field (required), Email field, Phone field and External ID field.

5. 5
   Step 5.

   Choose the Schedule, Daily or Manual, and Save connection.

The source answers one GET request with JSON. There is no paging: the whole list comes back in one response.

How records merge

1. By external id, when you mapped one. It survives a company being renamed.
2. Otherwise by the email domain of the mapped email.

A match updates the customer's company name and email domain. No match creates a customer, with the email or phone as its primary contact. A record with no company is skipped.

Running and watching

Daily connections run in the overnight sync; Run now runs one at once. Each run gives the source 20 seconds. A run that cannot fetch or read the list records its error on the connection and changes no customer.

If your system cannot be reached from the internet, reverse the direction: an inbound endpoint set to Upsert customers merges by the same rules.