1. Contents
  2. Reference
  3. Channels and tasks
  4. CAO-Faktura
  5. Customers Export

Customers Export

The action hands your customers out to the ERP system. It is needed wherever new customers are created in the shop and are meant to arrive in CAO-Faktura, so that an invoice can be written on them there.

What gets transferred

What is handed out is every customer of the client, sorted by customer number, newest first. The ERP system collects them in blocks. TRADElube hands out no more than a thousand customers on one call, even where it asks for more.

On the first call the whole base goes out, after that only what is new, has changed or did not get through last time. A customer deleted in TRADElube is reported as a deletion. When something counts as changed is under tasks.

The customer's billing address goes along. Where they have none, they go out without address fields. This action does not transfer a shipping address. The address of an individual delivery sits on the order and goes along through Orders Export.

How the transfer plan is built

The plan sits in the channel, in the Transfer Plans section under Customers and there in the Export tab. It has two sections.

Section What sits in it
Common The identifier, Matchcode, Gender, Company, the three name fields, phone number, email, birthday and Created At
Address Street, Postcode, City, Country and Country Code

Matchcode is the row worth filling. The ERP system keeps one single field for it by which a clerk finds the customer again, and what sits in it is your decision: customer number, name, company and department stand ready as sources, and through a script assignment you compose from them whatever is searched for in your organization.

Country and Country Code both sit in the plan, because some ERP systems expect the plain text and others the abbreviation. Both are filled out of the box.

Special features and limits

First name and last name never go out empty. Where TRADElube keeps no name, on a corporate customer for instance, the plan sends a hyphen, because the ERP system requires both fields. The hyphen sits as a script in the assignment and can be changed.

The price group does not go along by itself. The Price Group row takes a fixed value from five levels. Which of your price groups matches which level is not known to TRADElube, and that is why the row is unticked out of the box.

Four rows cannot be filled: Fax Number, Customer Group and Diverse in the first section, Suburb in the second. They are there because the ERP system knows these fields.

Further reading