Customer synchronization

A customer synchronization flow imports customers from a source system into the platform's database, with optional enrichment steps applied along the way. Both the primary data source and any enrichments can be fully configured.

Flow Setup

Every synchronization flow starts with a source and can optionally include one or more enrichment steps to enhance or overwrite specific customer data.

Source

The source is always the first step in the flow and defines where the initial customer data originates. You can choose from the following options:

• Current data
  Uses customer data that already exists in the database. No external requests to connectors are made.
• Connector
  Retrieves customer data from a connector, treating the connector as the source of truth.
  If the connector removes a customer, that customer will eventually also be deleted in the OCP.

Optional Enrichments

Enrichment steps allow you to enhance or overwrite customer data retrieved from the primary source.
You can configure exactly which aspects of the customer data should be enriched, and from which connectors.

Aspects

For every step in the flow (except when using the current data option), you can specify which aspects of data should be retrieved from the connector. This ensures you always get the correct customer data from the right source.

For some aspect types, the data from the latest connector is always used, while for others, data from multiple connectors is combined.

Example: Exact Online + KatanaPIM Enrichment

If your main customer data originates from Exact Online, but you also manage additional contact details in another system, you can configure the flow to:

• Retrieve name and address data from Exact Online.
• Enrich with contact person details and attributes from another connector.

Supported aspects

The following aspects are available within a customer synchronization flow:

Aspect	Merge method
Name	Latest connector
Contact persons	Multiple connectors
Addresses	Multiple connectors
Customer attributes	Multiple connectors
Address attributes	Multiple connectors
Contact person attributes	Multiple connectors
Customer contact details	Multiple connectors
Address contact details	Multiple connectors
Contact person contact details	Multiple connectors
Attachments	Multiple connectors