Multicase - Create Customer

This document describes the process of creating a new customer in Multicase ERP through the App4Sales connector.

Trigger & Permissions

A new customer can be created from the App4Sales application. This functionality is enabled when the connector settings have the CreateCustomer and EditCustomer flags enabled.

Data Source Configuration

The connector sends customer data to the Multicase API. The base URL is configured in the connector settings. The following endpoints are used:

/customer/create: To create a new customer.
/request/CreateCustomerContact or /request/CustomerContactCreate: To create a new contact person for the customer. The endpoint used depends on the UseCustomerContactCreateEndpointForContactCreate setting.
/customer/{id}: To retrieve the created customer's details.

Payload Mapping

The connector uses a template-based approach to create new customers. A template customer, identified by the TemplateCustomerId setting, is retrieved from Multicase. The properties of this template are then overridden with the data from App4Sales.

Customer

Multicase Field	App4Sales Field	Logic/Notes
Name	CustomerName	Direct mapping.
Communication.Phone1	Phone or MainContactPerson.Phonenumber	Uses the customer's phone number, falls back to the main contact person's phone number.
Communication.Phone2	MainContactPerson.MobileNumber	Direct mapping.
Communication.Fax1	Fax	Direct mapping.
Communication.Internet	Website	Direct mapping.
Communication.Email	Email	Direct mapping.
Accounting.Banking.IsTaxRequired	VatLiable	Direct mapping.
Accounting.Banking.VATNumber	VatCode	Direct mapping.
Accounting.Invoicing.FactoringUsed	-	Set from the `UseFactoringForNewCustomers` connector setting.
Accounting.Payment.PaymentTerm.PaymentTermID	PaymentConditionCode	The `PaymentTermID` is looked up from the `PaymentConditionInfoConfiguration` setting based on the `PaymentConditionCode`.
CustomerNumber	-	Set to `null` for new customers, as Multicase assigns this value.
Communication.Language	LanguageCode	Direct mapping.
CompanyNumber	DynamicFreeFields	The value is extracted from the dynamic free field with the name "CompanyNumber".
Active	-	Hardcoded to `true`.

Addresses

The connector maps the delivery and visit addresses from App4Sales to the Multicase customer. The behavior can be influenced by the UseVisitAddressAsPostalAndInvoice setting.

Multicase Address Field	App4Sales Address Field	Address Type	Logic/Notes
Line1	AddressLine1	Delivery, Visit	Direct mapping.
Line2	AddressLine2	Delivery, Visit	Direct mapping.
Line3	AddressLine3	Delivery, Visit	Direct mapping.
Postal.ZipCode	PostCode	Delivery, Visit	Direct mapping.
Postal.City	City	Delivery, Visit	Direct mapping.
Postal.Country	Country / IsoCode	Delivery, Visit	The country name is retrieved from the mapped countries configuration based on the ISO code.

Contact Person

Multicase Contact Field	App4Sales Contact Person Field	Logic/Notes
FirstName	FirstName or FullName	Uses `FirstName`, or extracts the first name from `FullName` if `FirstName` is not available.
LastName	LastName or FullName	Uses `LastName`, or extracts the last name from `FullName` if `LastName` is not available.
EMailAddress	Email	Direct mapping.
DirectPhone	MobileNumber	Direct mapping.
CellPhone	MobileNumber	Direct mapping.
Gender	Gender	Uses the provided gender, or defaults to "Unknown".
Active	-	Hardcoded to `true`.

Validation & Defaults

The CustomerName is a required field. If it is not provided, the process will fail.
The connector does not support updating existing customers. If a CustomerCode is provided, the process will fail.
A TemplateCustomerId must be configured in the connector settings. If the template customer cannot be found, the process will fail.

Response & Error Handling

After creating the customer, the connector retrieves the new customer's details from Multicase to get the assigned CustomerNumber.
If the CustomerNumber is not retrieved, an exception is thrown.
If the main contact person is provided, it is created and linked to the new customer. If this process fails, an exception is thrown.
Exceptions are logged and returned to the App4Sales application.

Related Settings & Prerequisites

TemplateCustomerId: The ID of the customer in Multicase to be used as a template for new customers.
UseFactoringForNewCustomers: A boolean setting that determines if new customers should use factoring.
PaymentConditionInfoConfiguration: A JSON configuration that maps App4Sales payment condition codes to Multicase payment term IDs.
UseVisitAddressAsPostalAndInvoice: A boolean setting that, if true, uses the visit address as the postal and invoice address.
UseCustomerContactCreateEndpointForContactCreate: A boolean setting that determines which endpoint to use for creating contact persons.

Multicase - Create customer