Customer Lookup


Customer Lookup is the feature that finds a customer match when using Import or any feature that uses mappings like:
• Alternate Item Code Import [new]
• Auto-Import
• BigCommerce Connect
• Invoice Import
• Order Import
• Payment Import
• Shopify Connect


This Solution describes how Customer Lookup works. (6640)





Customer Lookup is the feature that finds a customer match when using Import or any feature that uses mappings like:
• Alternate Item Code Import [new]
• Auto-Import
• BigCommerce Connect
• Invoice Import
• Order Import
• Payment Import
• Shopify Connect

Customer Lookup finds a customer match like this:
• if the entry is blank it does nothing
• if the entry contains an at symbol (@) it looks at Email Addresses:
+ for Customers
+ for Contacts (multiple buyers or online accounts per customer)
• exact match for Customer Code
• exact match for Customer Listing
• use Default Customer

For some customizations it looks at Ship ID (multiple Ship-To's per buyer).



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