A-Z Guide On How To Integrate ERP Cloud Customer Creation
Tags: erp, erpcloud, clouderp, erpsolution
Published: 2022-03-23 08:40:05

When a company is trying to provide the right products and services to one's customers, they first have to understand their demands. And to do that, they need access to all the customer data available in the market. And how exactly can that be done? With the help of ERP Cloud Customer Creation!

If you are hoping to integrate this system into your company, you have come to the right place. Let us take you on a short guide on integrating the cloud customer creation system to get access to all your client data. Let's get started!

## Use Cases For ERP Cloud Customer Creation 

Customer information is the primary data for any company. Thus, one must first identify the objective customer definition in the ERP cloud implementation process. Here are some of the general use cases for ERP customer creation -

- Customers' information is created by users using the application's user interface.
- Users use spreadsheets to create and update consumer information.
- Integration with a third-party cloud or on-premises app
Customer records from legacy apps are loaded for the first time.

In this article, we will mainly focus on integration with third-party and on-premise cloud or apps. With our guide, you can create customer records with the new SOAP and REST API services available on the most [affordable ERP systems](https://www.controlerp.com/). 

## How To Implement ERP Cloud Customer Creation 

When you first implement ERP sales and cloud systems, you have to plan your customer onboarding procedure on time. The plan needs to take into account your business requirements as well. For example, you can start with a prospect in the sales ERP cloud and then promote it to your client during the sales procedure. And during this time, the best ERP software will store this customer record. 

Now let us look at the ERP Cloud Customer Creation Options Overview -

- First comes the use case. Here users create real-time customer records on the ERP cloud system. Users can download various spreadsheet templates and use them to upload customer information in different batches. The application integration process happens using different SOAP and REST services. 

- Next comes the guideline. Here you get to design the customer governance and onboarding process in detail. Also, you get to use this option to help your users manage all the customer data on their own on various spreadsheets. You can also use it for simplifying customer data definition for initial data loading options. 

We recommend using this application between integrations. Please do not use it for recording too much data at the same time. It is only suitable for recording initial data load and batch data loads. 

Integration Process
Now the integration process is straightforward. You just need to know the right steps. So here is how you can integrate the ERP Cloud Customer Creation in your company -


- Sample Payloads - 
Here, you can create the Organization Customer record with the help of the REST API service. It just needs one REST call to be created. Also, you can use AddressID and PartyId to create your customer account.


- Customer Account - 
You can create customer accounts with SOAP services like Site and Use. It will help in the financial arrangement to ensure that an organization or person can buy services and products with the deploying company. For this, you can use SetId, PartyId, and AdressId features.


- Customer Account Profile - 
You can create customer profiles to maintain your customer's account characteristics. It can include new policies, payment cycles, business volume, creditworthiness, etc. You can also include discount information, invoicing, statement cycles, payment terms, and others. The Profile is created with the help of various SOAP services of the advanced ERP solution. 


- Application Screenshot - 
It is the last step and the outcome of the integration process. It will create your new Customer ACcount Profile, Customer Account Site, Customer Account, Party Site, and the Party itself. 


**Conclusion **
Thus, the ERP cloud implementation can give you access to real-time batch integration options to get valuable customer information. It can fulfill your business needs in every way imaginable. So what are you waiting for? Get the ERP cloud customer creation and improve your customer service in days. All the best!