When processing a contact or company a lifecycle stage should be added to the data as well. For that purpose the setting set_lifecycle_stage in the Customer Settings category should be enabled and a value should be set for both company and contact. This value can be either the label or name of the stage. Additionally a setting will be available to select if the stage of existing companies and contacts should be updated as well.
The sendCustomer flow will also take the integration settings in the Customer Settings category into account and check if existing contacts and companies are supposed to be updated or not.
- Amount to process
The amount of orders we try to sync at once. Always check if the target system can handle the amount of data.
- Specify the Date from which you want to retrieve customers - Settings > Run Behaviour
Determines the date from which customers are retrieved based on the modified date.
- Lifecycle stage to set
Used to filter and retrieve customers based on their lifecycle stage.
Per default APIcenter supplies a mapping that makes sure you can send customer data towards the target application. You can also make adjustments to this yourself.
Default fields that are mapped are for example:
- Customer Name
- Billing address
- Shipping address
More information about data mapping can be found here.