CSV Connector - Create Customer

This functionality handles the creation of a new customer by exporting customer data from App4Sales to a CSV file. The system generates a CSV file containing the new customer's information, which can then be processed by an external system. This is not a direct API call to an ERP, but a file-based export.

Trigger & Permissions

A customer export is triggered manually through the App4Sales backoffice or via an automated process that calls the export functionality. The functionality is available if the connector is configured for customer exports. The `GetCustomersExportData` method is called to generate the CSV data.

Payload Mapping

The following tables describe the mapping from App4Sales customer data to the fields in the output CSV file.

Customer Header

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
Code	CustomerCode	The App4Sales customer code.
CustomerCode	CustomerCode	The App4Sales customer code. (repeated for compatibility)
Name	CustomerName	The name of the customer.
CustomerName	CustomerName	The name of the customer. (repeated for compatibility)
Sysmodified	Sysmodified	The last modification date of the customer data.
Manager	CustomerManager	The account manager assigned to the customer.
CustomerManager	CustomerManager	The account manager assigned to the customer. (repeated for compatibility)
Phone	MainContactPerson.Phonenumber	The phone number of the main contact person.
CustomerPhone	Phone	The customer's main phone number.
Language	LanguageCode	The language code for the customer (e.g., "en", "nl").
LanguageCode	LanguageCode	The language code for the customer (e.g., "en", "nl"). (repeated for compatibility)
Discount	Discount	The customer's standard discount percentage. Defaults to 0 if not set.
Email	MainContactPerson.Email	The email address of the main contact person.
ContactFullName	MainContactPerson.FullName	The full name of the main contact person.
VatNumber	VatCode	The VAT (Value Added Tax) number of the customer.
VATCode	VatCode	The VAT (Value Added Tax) number of the customer. (repeated for compatibility)
VatLiable	VatLiable	A boolean indicating if the customer is liable for VAT.
ChamberOfCommerceCode	ChamberOfCommerceCode	The customer's Chamber of Commerce registration number.
PaymentCondition	PaymentConditionCode	The description of the customer's payment condition. This is looked up from the list of all payment conditions.
ItemFilter	ItemFilter	The itemfilter that is assigned to a customer.

Addresses

The connector exports up to two addresses: a visiting address and a delivery address. It also exports a main address which is used for top-level address fields.

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
VisitAddress1	Addresses (AddressType = "Visit").AddressLine1	The first line of the visiting address.
VisitAddress2	Addresses (AddressType = "Visit").AddressLine2	The second line of the visiting address.
VisitAddress3	Addresses (AddressType = "Visit").AddressLine3	The third line of the visiting address.
VisitCity	Addresses (AddressType = "Visit").City	The city of the visiting address.
VisitCountry	Addresses (AddressType = "Visit").Country	The country of the visiting address.
VisitPostCode	Addresses (AddressType = "Visit").PostCode	The postal code of the visiting address.
VisitState	Addresses (AddressType = "Visit").State	The state of the visiting address.
DeliveryAddress1	Addresses (AddressType = "Delivery").AddressLine1	The first line of the delivery address.
DeliveryAddress2	Addresses (AddressType = "Delivery").AddressLine2	The second line of the delivery address.
DeliveryAddress3	Addresses (AddressType = "Delivery").AddressLine3	The third line of the delivery address.
DeliveryCity	Addresses (AddressType = "Delivery").City	The city of the delivery address.
DeliveryCountry	Addresses (AddressType = "Delivery").Country	The country of the delivery address.
DeliveryPostCode	Addresses (AddressType = "Delivery").PostCode	The postal code of the delivery address.
DeliveryState	Addresses (AddressType = "Delivery").State	The state of the delivery address.
City	Addresses (IsMainAddress = true).City	The city of the main address.
Country	Addresses (IsMainAddress = true).Country	The country of the main address.
CountryCode	Addresses (IsMainAddress = true).IsoCode	The ISO code of the country of the main address.

Main Contact Person

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
ContactEmail	MainContactPerson.Email	The email of the main contact person.
ContactFax	Fax	The fax number of the customer.
ContactPhone	MainContactPerson.Phonenumber	The phone number of the main contact person.

Validation & Defaults

The export process relies on the data being correctly formatted within App4Sales.
If a discount value is not present, it defaults to 0.
The payment condition description is retrieved based on the PaymentConditionCode. If the code is not found, the field will be empty.
Address fields (Visiting, Delivery, Main) are populated from the first address of the corresponding type found in the customer's address list. If no address of a specific type exists, the fields will be empty.

Response & Error Handling

The method GetCustomersExportData returns a byte array containing the CSV data encoded in UTF-8. If the specified export format is not CSV, an InvalidOperationException is thrown. If the export definition is invalid, an ArgumentException is thrown. The calling process is responsible for handling these exceptions and writing the data to a file.

Related Settings & Prerequisites

Use template for CSV Export: If enabled, the export will use a custom CSV template. This setting is labeled UseTemplateForCSVExportToFtp in the configuration.

Csv - Create customer