Customer

Workflows > Endpoints > Contacts > Customer

Purpose: Retrieve or update customer details.

This workflow is typically used in cases where the customer information is needed in order to post transactions or sales orders. It is also needed in cases where the integrating party need to synchronize customer information to make sure that PowerOffice Go and their own systems have the same information about their customers.

Regardless of the direction of the data flow, we highly recommend that the integrating party store the Id's of the PowerOffice objects. In general, the id's of all the various PowerOffice entities are the preferred mapping key, as they are uniquely assigned by the system and cannot be changed.

Endpoint
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Description of core flow

Synchronize to GO

  1. Check whether the customer object already exists in Go

  2. Create or update information

The following information are recommended to include when creating or updating customers to Go:

  • First- and last name (if customer is a person)

  • Name (if customer is a company)

  • Full address

  • Phonenumber

  • e-mail address

  • Vat number (if customer is a company)

  • Contact person (if customer is a company)

Synchronize from Go

  1. Check if there are any new or newly updated customers in Go

  2. Retrieve any new information

Prerequisites

  • Access to the Customer access privelige

  • The client need at least one active subscription of a PowerOffice Go module

Related workflows:

  • Transferring sales orders to Go

  • Posting outgoing invoice vouchers to Go

  • Reporting outgoing invoice transactions from Go

  • Reporting the payment state of outgoing invoices from Go

  • Reporting customer ledger transactions and customer balances from Go

Dictionary/Terminology:

PowerOffice GO distinguishes between companies and persons, governed by the boolean property <IsPerson>. This should be applied if possible by integrating parties.