Customer synchronisation

How do I import and synchronise customers between CleanManager and other systems?

When a file is being prepared with the necessary customer data in a spreadsheet, or you establish a connection to a financial system, your data can be uploaded to CleanManager. 

Note:

If you haven't prepared your data or an integrated connection to a financial system, you can follow the setup instructions in the category Integrations for your relevant financial system.

INFO:

As an administrator, you can synchronise your customer list, either through file import or through an integrated connection to a financial system.

You can now begin to import your customers in a synchronised process: 

• Start the synchronisation of a customer

• Import customer data (only for file imports)

• Setup of a customer/ partner

• Setup of all customers/ partners

• Choose a partner for a customer

• Synchronisation conflicts/ correction of customer data

• Deactivation of synchronisation for customers

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Start the synchronisation of a customer

	In the menu, go to Customers > Customer list
	Next, click on Synchronisation. A new window will open, where you can start importing/synchronising your data.
Attention: You cannot click on the Synchronisation button? This means that you have not set up your customer synchronisation yet. Go to the category Integrations to choose the setup instructions for the system you want to synchronise your data with.

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Import customer data (only for file import)

INFO:

If you are using an API integration, you do not have to import files, and you can skip the Import customer data section and go directly to the synchronisation of your data: Setup of a customer/partner

If you have to synchronise your customer with a file import, you first need to select a file (with the CleanManager format).

	Click on Select a file and choose the file with the customer data, which should be synchronised
	You can also drag your file into the window and let it go in the red field
	Click on the button Submit to import your files
	You can now begin synchronising your customer data

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Setup of a customer/ partner

If a customer exists in one of the systems, you can set up a partner in the opposite system. The customer's data will be imported, and the customer will be connected between the two systems. This process can be done both ways.

	Click on Create partner to set up a customer in the opposite system
	Select the desired Customer number in the opposite system and end the process by clicking on Submit
Attention: In most cases, you would keep the same customer number as in the system the data is imported from.
	The customer will now be created in the opposite system and at the same time a synchronisation connection will be set up
Attention: If you cannot see the newly imported customer, then update/refresh the page in your customer list to see your new customer data. If conflicts arise, read this section:  Synchronisation conflicts/correction of customer data

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Setup of all customers/ partners

When you start using CleanManager, then you can e.g. import all your customers at once. You can also export all your customers' data from CleanManager to the opposite system.

	Click on the button Create partners to set up all new customers in the opposite system
	State the customer number or import the customers with their existing customer number
	Click on Submit to confirm the synchronisation of customers
	The customers have now been set up and the synchronisation has been established

Attention:

If you cannot see the newly imported customers, then update/refresh the page in your customer list to see your new customer data in CleanManager.

If conflicts arise, read this section: 
Synchronisation conflicts/ correction of customer data

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Choose a partner for a customer

If a customer exists in both CleanManager and the opposite system, you can pair them up as partners.

	Click on Select partner at e.g. a customer in CleanManager
	Thereafter, click on the button Select as partner for the corresponding customer in the opposite system
	Synchronisation is now completed
Attention: If conflicts arise during synchronisation, read this section: Synchronisation conflicts/correction of customer data

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Synchronisation conflicts / correction of customer data

When customers are partnered up and their data does not match, a conflict arises. This conflict must be addressed in order to save the right data.

	Click on Resolve conflict for a customer who is synchronised between two systems.
	Resolve the conflict for the data, which does not match between the two systems.
	Select which of the data you want to save (it will be highlighted in blue)
	End by clicking on Submit
	The synchronisation is now set up
	When the connection is established, the customer will be moved down the list to the section Synchronised
	(You can always stop the synchronisation and then start it again)

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Deactivation of synchronisation for a customer

If a customer is supposed to only exist e.g. in your financial system, to execute short-term billing, or you do not want to import the customer, you are able to exclude those customers from synchronisation.

	Click on the button Don't synchronise
	The synchronisation of the customer is now deactivated