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CSM Customer Mapping

If you currently have customers in Business Central and your external platform, you will want to map the records so any orders that a customer places, will flow to the proper company record within business Central. This can be done in a few different ways and may vary depending on the platform.

Creating a CSM Customer record from an individual Business Central Customer

You can send customers to a connected channel directly from the customer card in Business Central:

  • Open the customer that you want to link to the external sales
  • Choose the Actions tab in the ribbon, then choose the Create CSM Sales Channel Customer
    • This action will not be available if the customer is linked to all CSM sales channels in your Business Central environment.
    • Choose the sales channel you want to send the customer to.  If multiple sales channels have been set up in Business Central, these will be presented to you.

    CSM will attempt to create a new CSM customer record for the selected sales channel, then send this customer’s information to the external platform. A new customer record is created in the external platform and basic information such as the address and e-mail is copied from the CSM customer in Business Central. The external ID for this record is then retrieved back into Business Central, establishing a link between the customer records in both environments.

    Creating a CSM Customer Record from the Customer List page

    You can send multiple customers from Business Central to a connected channel at once from the Customers list page:

    • From the Customers List, select all of the customers you want to link to the external sales
    • From the Actions ribbon, choose the Mass Create CSM Sales Channel Customers
    • Choose Yes to confirm you wish to create all of the customer records selected
    • Choose the sales channel to which you want to send the customers, then choose the OK

      For each customer that does not have an existing link to the selected platform, CSM will attempt to create a new CSM customer record for the selected sales channel, then send this customer’s information to the external platform. A new customer record is created in the external platform and basic information such as the address and e-mail is copied from the CSM customer in Business Central. This external ID for this record is then retrieved back into Business Central, establishing a link between the customer records in both environments.

      Validation: As part of the process of sending customer information to the external platform, CSM will perform a number of data validations to ensure that required information (such as name and e-mail) is defined for the customer and that proper customer/contact relationships exist. If these criteria are not satisfied, CSM will create a new CSM customer for the sales channel, but it will not export this information to the external environment. When the process is completed for all selected customers, a message will be presented to the user specifying the number of new CSM customers that were created, as well as the number of selected customers that were not created because they already had a link to the external channel or there was insufficient data. You can review the Last External Update Result field for the CSM customer for information as to why the export process failed.

      You can view a list of all CSM sales channels to which a customer has been linked from the customer’s card by choosing the Related ribbon, then choosing the CSM Channel Customers action.

      It is also possible to send multiple Business Central contacts to a connected channel, where they will be created as customers. The processes described above work the same way for contacts and can be performed from the Contacts list.

      Send Customers from the CSM Sales Channel

      It is also possible to send Business Central contacts to a connected channel from the CSM Sales Channel.  

      • Open the sales channel from which you want to send customers
      • From the Related ribbon, choose Customers then Add Channel Customer.  This will open a wizard. 
      • In the Customer No field select the Business Central customer you want to send to the external platform
      • Optionally, you can enter the contact in the Contact field 
      • Choose the Next
      • On the next page of the wizard, enter a unique value that will be used to identify the customer on the external sales channel. Typically, the customer’s e-mail address is entered here.
      • Choose the Next button, then choose the Finish button on the last page of the wizard

      CSM will send the customer/contact’s name and address information to the sales channel, then build a new customer record there.

      Next: CSM Item Mapping