CPM Customer Mapping

CPM allows you to link customers by either exporting data from Business Central or by importing records from your external platform.

Sending Customers from Business Central to Your External Platform
If you do not have customers set up in your external payment platform, you can create new ones from your existing Business Central records:

• Choose the looking glass inside of Business Central
• Enter Customers and then choose the related link
• Open the customer that you want to link to an external payment platform account.
• From the Actions Ribbon, choose Create Payment Platform Link.
  • If multiple payment platforms have been set up in Business Central, these will be presented to you.
• Choose the payment platform to which you want to link the customer, then choose the OK button.
  • A new customer record is created in the external payment platform and basic information such as address, and e-mail is copied from the source customer in Business Central. This new payment platform record is then linked to the corresponding customer in Business Central. The Payment Platform Links FactBox on the Customer Card page in Business Central displays the linked payment platform customer’s ID. 

Sending Multiple Customers form BC to Your External Platform

• From the Customer List in Business Central, select all of the customers you want to link to your external payment platform.
• From the Actions ribbon choose Mass Create Payment Platform
  • A confirmation message will ask if you want to create platform links for the selected customers.
• Choose the Yes button.
  • If multiple payment platforms have been set up in Business Central, these will be presented to you.
• Choose the payment platform to which you want to link customers, then choose the OK button

For each customer that does not have an existing link to the selected payment platform, CPM will create a new customer in that platform, then link it to the corresponding Business Central record. If the customer already has a link to the payment platform, it will be ignored as part of the customer creation process. When the process is completed, a message will be presented to the user specifying the number of new payment platform links that have been created, as well as the number of selected customers that already had a link to the payment platform and were ignored as part of this process.

Updating Customers Information

If a customer’s information changes, you can make these updates in Business Central, then send them to Stripe

• Choose the looking glass inside of Business Central
• Enter CPM Payment Platforms and then choose the related link
• Open the payment platform with the customer whose information you want to update.
• From the Actions ribbon, choose Customers
• Choose the CPM customer whose information you want to change, then choose the Edit action in the ribbon.
• On the CPM Customer Link Card page, choose the Actions tab, then select the Platform Integration group. Select the Copy Address menu, then choose From Customer or From Contact action, depending on which associated record type you want to update.  CPM will copy the update address information from the assigned customer or contact to the CPM customer link record.

From the Actions, select the Platform Integration group and choose Send Updates 
to Platform.  CPM will send the new customer values to Stripe, where they will be updated accordingly.

Retrieving Customers from Your External Platform into Business Central
If you already have customers set up in your external payment platform, you must associate them to your existing Business Central records.

• Choose the looking glass from within Business Central
• Enter CPM Payment Platforms, and then choose the related link
• Open the payment platform for which you want to link customers
• From the Actions ribbon, choose Retrieve Customers
• From the Related ribbon, choose Customers
  • This displays a list of CPM customer links that have been set up for the payment platform, including the newly retrieved records from the external environment.
• Choose a CPM customer link that was just imported from the external platform.
• In the Customer No. field, enter the Business Central customer that you want to link to the payment platform record.
• In the Contact No. field, enter the Business Central contact that you want to link to the payment platform record, if desired

You can also manually create a link between existing customer records in your two environments. This is not recommended if you have a large volume of customers.

• Log in to your external payment account.
• Locate the customer record for which you want to create a link in Business Central.
• Copy and paste the customer’s ID to your clipboard.
• Choose the looking glass from within Business Central
• Enter CPM Payment Platforms and then choose the related link.
• Open the payment platform for which you want to link customers.
• From the Related ribbon, choose Customers
• On a new line, in the Payment Platform ID field, enter the customer ID you copied from your external payment account.
• Fill in the other fields on the line with the customer’s e-mail, name, and description.
• In the Customer No. field, enter the Business Central customer that you want to link to the payment platform record.
• In the Contact No. field, enter the Business Central contact that you want to link to the payment platform record, if desired., enter CPM Payment Platforms, and then choose the related link.
  
  

Next: CPM Item Mapping

Additional Resources: CPM Transaction Worksheet