Difference between revisions of "Template:Customer"

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:*'''Use the {{{1}}} Customer and Addresses''' - This option will import the addresses and customer from the {{{1}}} order instead of using a generic customer.
 
:*'''Use the {{{1}}} Customer and Addresses''' - This option will import the addresses and customer from the {{{1}}} order instead of using a generic customer.
 
::*'''Name''' - Select the {{{1}}} field that contains the customer name that should be imported into Fishbowl.
 
::*'''Name''' - Select the {{{1}}} field that contains the customer name that should be imported into Fishbowl.
 +
::*'''Alt Name''' - An alternate field mapping when the primary mapping does not contain data.
 +
:*'''Choose the source fields for the order contact data.
 
::*'''Contact''' - Select the {{{1}}} field that contains the customer contact that should be imported into Fishbowl.  
 
::*'''Contact''' - Select the {{{1}}} field that contains the customer contact that should be imported into Fishbowl.  
 
::*'''Phone''' - Select the {{{1}}} field that contains the phone number that should be imported into Fishbowl.  
 
::*'''Phone''' - Select the {{{1}}} field that contains the phone number that should be imported into Fishbowl.  
{{#ifeq:{{{1}}}|Salesforce||::*'''Email''' - Select the {{{1}}} field that contains the email address that should be imported into Fishbowl.}}
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::*'''Email''' - Select the {{{1}}} field that contains the email address that should be imported into Fishbowl.

Revision as of 21:59, 30 January 2019

Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
  • Use a Default customer - This option will associate all imported sales orders with the customer selected in the Customer field. This could be used with a generic Fishbowl customer such as {{{1}}} Customer.
  • Use the {{{1}}} Billing Address - Use the billing address from the {{{1}}} order instead of the address for the default customer.
  • Use the {{{1}}} Shipping Address - Use the shipping address from the {{{1}}} order instead of the address for the default customer.
  • Use the {{{1}}} Customer and Addresses - This option will import the addresses and customer from the {{{1}}} order instead of using a generic customer.
  • Name - Select the {{{1}}} field that contains the customer name that should be imported into Fishbowl.
  • Alt Name - An alternate field mapping when the primary mapping does not contain data.
  • Choose the source fields for the order contact data.
  • Contact - Select the {{{1}}} field that contains the customer contact that should be imported into Fishbowl.
  • Phone - Select the {{{1}}} field that contains the phone number that should be imported into Fishbowl.
  • Email - Select the {{{1}}} field that contains the email address that should be imported into Fishbowl.