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BjornLunden - Create customer

BjornLunden - Create/Update Customer This document describes the process of creating and updating customers in the Bjorn Lunden ERP system...

Updated over a week ago

BjornLunden - Create/Update Customer

This document describes the process of creating and updating customers in the Bjorn Lunden ERP system from App4Sales. The connector supports both creating new customers and updating existing ones based on whether a `CustomerCode` is present.

Trigger & Permissions

The customer creation/update process is triggered when a user with the appropriate permissions creates or edits a customer in the App4Sales app. The connector must have the CreateCustomer and/or EditCustomer features enabled in the connector information settings.

Data Source Configuration

The connector interacts with the Bjorn Lunden REST API. The base URL and authentication details are configured in the connector settings. The specific endpoints for customer operations are constructed dynamically by the `BLRouteBuilder`.

Payload Mapping

The following tables detail the mapping from App4Sales customer fields to the Bjorn Lunden `customer` API object.

Customer Header

App4Sales Field

Source Field (API/Excel/DB)

Logic/Notes

Name

CustomerName

Direct mapping.

Email

MainContactPerson.Email or Customer.Email

Uses the main contact person's email if available, otherwise falls back to the customer's email.

Phone

Phone

Direct mapping.

NoVat

VatLiable

Inverted boolean mapping. `NoVat` is true if `VatLiable` is false.

Pricelist

UsesPriceField

Direct mapping.

VatNumber

VatCode

Direct mapping.

VatCode

VatCode

Direct mapping.

Fax

Fax

Direct mapping.

Mobile

MainContactPerson.MobileNumber

Direct mapping.

ResponsiblePerson

MainContactPerson.FullName

Direct mapping.

Addresses

App4Sales Field

Source Field (API/Excel/DB)

Logic/Notes

City

Addresses (Visit)

From the main visit address.

Country

Addresses (Visit)

From the main visit address.

CountryCode

Addresses (Visit)

From the main visit address.

VisitAddressLine

Addresses (Visit)

AddressLine1 from the main visit address.

PostAddressLine

Addresses (Invoice)

AddressLine1 from the main invoice address.

Zip

Addresses (Invoice)

PostCode from the main invoice address.

Validation & Defaults

The connector relies on the data provided from App4Sales. There is no specific validation or default logic in the connector itself, beyond the standard data type conversions. The update operation requires a valid integer `InternalCode` to identify the customer in Bjorn Lunden.

Response & Error Handling

The ERP response is parsed, and the newly created or updated customer data is returned to App4Sales. If an error occurs during the API call, an exception is thrown and logged. For updates, if the `InternalCode` is not a valid integer, an error is logged and an exception is thrown.

Related Settings & Prerequisites

The following settings in the `BjornLunden` connector configuration are relevant for this process:

  • CustomCustomerFieldsMapping: A JSON mapping to handle dynamic free fields. If configured, the connector will map `ExtraFieldValues` from App4Sales to the corresponding fields in the Bjorn Lunden customer object.

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