Rackbeat - CustomerUpdate

This document describes the process for updating customer data from Rackbeat to App4Sales. The connector retrieves customer information, including their addresses and contact persons, from the Rackbeat API and maps it to the App4Sales data model.

Data Source Configuration

The connector retrieves data from the Rackbeat API. The base URL for the API is configured in the administration settings. The following endpoints are used:

/customers?is_barred=false: Retrieves a list of all active customers.
/customers/{customer_number}/contacts: Retrieves the contacts for a specific customer.
/customers/{customer_number}/addresses: Retrieves the addresses for a specific customer.
/customer_groups: Retrieves customer groups for dropdown fields.
/payment_terms: Retrieves payment terms for dropdown fields and payment conditions.
/layouts: Retrieves layouts for dropdown fields.
/currencies: Retrieves currencies for dropdown fields.

Customer Core Fields

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
CustomerCode	Number	The customer's unique number in Rackbeat.
CustomerName	Name	The customer's name.
Discount	GeneralDiscountPercentage	The customer's general discount percentage.
Email	ContactEmail	The customer's contact email address.
Phone	ContactPhone	The customer's contact phone number.
PaymentConditionCode	PaymentTerms.Number	The number of the customer's payment terms.
UsesPriceField	Currency, or derived	If a pricelist is linked to the customer, its ID is used. Otherwise, a hash of the lowercase currency code is used.
VatCode	CompanyVat	The customer's VAT number.
VatLiable	VatZone	The value is `true` if the customer's `VatZone` is present in the `VatLiableVatZones` connector setting.
LanguageCode	Locale	The customer's language code (e.g., "en-US").

Addresses

The connector creates up to three types of addresses for each customer: Visit, Delivery, and Invoice.

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
AddressLine1	AddressStreet, DeliveryAddress.Street, BillingAddress.Street	The main street address.
AddressLine2	AddressStreet2, DeliveryAddress.Street2, BillingAddress.Street2	Additional address information.
PostCode	AddressZipcode, DeliveryAddress.Zipcode, BillingAddress.Zipcode	The postal code.
City	AddressCity, DeliveryAddress.City, BillingAddress.City	The city.
Country	AddressCountry, DeliveryAddress.Country, BillingAddress.Country	The country.
Phone	ContactPhone, DeliveryAddress.Phone	The phone number for the address. Not set for Invoice addresses.
Email	ContactEmail, DeliveryAddress.Email	The email address for the address. Not set for Invoice addresses.
AddressType	Hardcoded	"Visit" for the main address, "Delivery" from the delivery address, and "Invoice" from the billing address. A separate API call to the `addresses` endpoint can also create "Delivery" and "Invoice" addresses based on the `type` field ("delivery", "billing", or "any").
IsMainAddress	Hardcoded	Set to `true` only for the "Visit" address.

Contacts

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
ContactId	Number	The contact's unique number in Rackbeat.
FullName	Name	The contact's full name.
Email	ContactEmail	The contact's email address.
Phonenumber	ContactPhone	The contact's phone number.

Extra Data & Free Fields

The connector creates dynamic free fields for several customer properties, which are stored as XML in the DynamicFreeFields field.

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
DynamicFreeFields	Layout.Number, PaymentTerms.Number, VatZone	An XML structure containing dropdown values for Layout, Payment Terms, and Vat Zone.

Related Settings & Prerequisites

The following connector settings affect the customer update process:

VatLiableVatZones: A semicolon-separated list of VAT zones that are considered VAT liable.

Rackbeat - Customer sync