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SnelStart - Customer sync

SnelStart - CustomerUpdate This document describes the process of updating customers, including their addresses and contact persons, from ...

Updated over a week ago

SnelStart - CustomerUpdate

This document describes the process of updating customers, including their addresses and contact persons, from SnelStart to App4Sales. The connector retrieves customer data from the SnelStart API, transforms it, and then saves it to the App4Sales database.

Data Source Configuration

The connector fetches customer data from the SnelStart REST API. Specifically, it retrieves a list of all customers from the SnelStartCustomer endpoint.

Data Mapping Table

App4Sales Field

Source Field (API/Excel/DB)

Logic/Notes

CustomerCode

relatiecode

The SnelStart customer's relation code.

CustomerName

naam

The SnelStart customer's name.

Discount

factuurkorting

The customer's discount percentage.

Website

websiteUrl

The customer's website URL.

ChamberOfCommerceCode

kvkNummer

The customer's Chamber of Commerce number.

VatCode

btwNummer

The customer's VAT number.

VatLiable

-

This is set to true if any of the customer's addresses have an ISO country code that matches the CountryCodeForVatliability setting.

FreeFields

extraVelden

The free fields from SnelStart are mapped to App4Sales free fields. The mapping is configured using the CustomerFreeFieldsConfig setting.

InternalCode

id

The SnelStart customer's GUID.

Addresses

The connector creates two types of addresses for each customer: a delivery address (DEL) and a visit address (VIS).

App4Sales Field

Source Field (API/Excel/DB)

Logic/Notes

AddressType

-

"DEL" for the delivery address, "VIS" for the visit address.

AddressLine1

vestigingsadres.street (for DEL), correspondentieadres.street (for VIS)

The street name and number.

PostCode

vestigingsadres.postalCode (for DEL), correspondentieadres.postalCode (for VIS)

The postal code.

City

vestigingsadres.city (for DEL), correspondentieadres.city (for VIS)

The city.

Country

vestigingsadres.countryId, correspondentieadres.countryId

The country name, looked up from the country ID.

Iso2

vestigingsadres.countryId, correspondentieadres.countryId

The ISO country code, looked up from the country ID.

Email

email

The customer's main email address.

Phone

telefoon

The customer's main phone number.

Contact Persons

A single contact person is created for each SnelStart customer.

App4Sales Field

Source Field (API/Excel/DB)

Logic/Notes

FullName

vestigingsadres.contactName

The contact person's full name.

Email

email

The customer's main email address.

Phonenumber

telefoon

The customer's main phone number.

MobileNumber

mobieleTelefoon

The customer's mobile phone number.

Special Logic & Filters

  • Customer Filtering: By default, only active customers of type "Klant" are synced. This can be changed using the SyncInactiveCustomers and CustomerTypesToSync settings.

  • Address Handling: The system ensures that every customer has both a delivery and a visit address. If one is missing, it's created by copying the other.

  • Main Contact Person: The first contact person in the list is automatically marked as the main contact person.

  • Extra Data Processing: The connector can process extra customer data from a CSV file (via FTP). This data can overwrite existing customer fields or be added as free fields.

Related Settings & Prerequisites

  • SyncInactiveCustomers: Set to true to sync inactive customers.

  • CustomerTypesToSync: A comma-separated list of customer types to sync. If empty, it defaults to "Klant".

  • CountryCodeForVatliability: The ISO2 country code used to determine if a customer is VAT liable.

  • CustomerFreeFieldsConfig: A configuration string for mapping SnelStart free fields to App4Sales free fields.

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