Multicase - Customer Update

This document describes the process of synchronizing customer data from a Multicase ERP system to the App4Sales platform. The process covers the synchronization of customers, addresses, contact persons, and related commercial settings.

Data Source Configuration

The connector retrieves customer data from a Multicase REST API. The base URL for the API is configured in the App4Sales administration. The following endpoints are used:

/customers: To retrieve a list of all customers.
/customer/{id}: To retrieve detailed information for a specific customer.

Customer Core Fields

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
CustomerCode	CustomerNumber	Direct mapping from the `CustomerNumber` field.
InternalCode	Id	Direct mapping from the `Id` field.
CustomerName	Name	Direct mapping from the `Name` field.
Phone	Communication.Phone1	Direct mapping from the `Phone1` field in the `Communication` object.
Email	Communication.Email	Direct mapping from the `Email` field in the `Communication` object.
LanguageCode	Communication.Language	The language name is mapped to an App4Sales language code using the MappedLanguagesContext.
Fax	Communication.Fax1	Direct mapping from the `Fax1` field in the `Communication` object.
DeliveryMethod	Delivery.Options.PreferredFreightMethod.FreightID	The `FreightID` of the preferred freight method is mapped to the delivery method.
CustomerClassification	IsCompany	Set to "B2B" if `IsCompany` is true, otherwise "B2C".
UsesPriceField	Id	By default, this is the customer's `Id`. It can be overridden by the `PriceListMigrations` setting.
VatLiable	Accounting.Banking.IsTaxRequired	Direct mapping from the `IsTaxRequired` field in the `Accounting.Banking` object.
VatCode	Accounting.Banking.VATNumber	Direct mapping from the `VATNumber` field in the `Accounting.Banking` object.
Currency	Accounting.Banking.SalesCurrency.CurrencyCode	The `CurrencyCode` from the `SalesCurrency` object is used.
Discount	Agreements.Discount.FixedRate	The fixed discount rate is mapped to the customer discount.
PaymentConditionCode	Accounting.Payment.PaymentTerm.PaymentTermID	The `PaymentTermID` is mapped to a payment condition code using the `PaymentConditionInfoConfiguration` setting.

Addresses

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

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
AddressLine1	Delivery/Invoice/Visit.Line1	Direct mapping from the corresponding address type.
AddressLine2	Delivery/Invoice/Visit.Line2	Direct mapping from the corresponding address type.
AddressLine3	Delivery/Invoice/Visit.Line3	Direct mapping from the corresponding address type.
City	Delivery/Invoice/Visit.Postal.City	Direct mapping from the `City` field in the `Postal` object.
Country	Delivery/Invoice/Visit.Postal.Country	Direct mapping from the `Country` field in the `Postal` object.
Iso2	Delivery/Invoice/Visit.Postal.Country	The country name is mapped to an ISO2 code using the MappedCountriesContext.
PostCode	Delivery/Invoice/Visit.Postal.ZipCode	Direct mapping from the `ZipCode` field in the `Postal` object.
State	Delivery/Invoice/Visit.Postal.MunicipalityNo	Direct mapping from the `MunicipalityNo` field in the `Postal` object.
IsMainAddress	N/A	The Visit address is always set as the main address.
Phone	Communication.Phone1	The customer's main phone number is assigned to the Visit address.

Contacts

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
ContactId	ID	Direct mapping from the contact's `ID`.
Email	EMailAddress	Direct mapping from the `EMailAddress` field.
FirstName	FirstName	Direct mapping from the `FirstName` field.
LastName	LastName	Direct mapping from the `LastName` field.
Gender	Gender	Direct mapping from the `Gender` field.
Phonenumber	DirectPhone	Direct mapping from the `DirectPhone` field.
Function	JobInfo	Direct mapping from the `JobInfo` field.
MobileNumber	CellPhone	Direct mapping from the `CellPhone` field.

Extra Data & Free Fields

The connector supports mapping additional data to free fields in App4Sales.

Company Number: The CompanyNumber from the Multicase customer is stored in a dynamic free field named "Company number".
Custom Free Fields: The CustomerFreeFieldsConfiguration setting allows for mapping of additional fields from the Multicase customer to App4Sales free fields. The configuration is a JSON string that specifies the object name, property name, and the name of the free field in App4Sales.

Special Logic & Filters

The connector retrieves all customers from the Multicase API and then filters them based on several criteria.
Only active customers are synchronized.
If the DefaultSenderId setting is specified, only customers with a matching sender ID are included.
If the SyncOnlyB2BCustomers setting is enabled, only customers that are marked as companies (IsCompany is true) are synchronized.

Related Settings & Prerequisites

DefaultSenderId: Filters customers based on their sender ID in Multicase.
SyncOnlyB2BCustomers: If enabled, only B2B customers are synchronized.
PriceListMigrations: A JSON configuration that allows for overriding the price list used by a customer.
PaymentConditionInfoConfiguration: A JSON configuration that maps Multicase payment term IDs to App4Sales payment condition codes.
CustomerFreeFieldsConfiguration: A JSON configuration for mapping custom fields from Multicase to App4Sales free fields.

Multicase - Customer sync