Update Customer

Description

Update an existing customer.

Project compatibility

Windows | Cross-platform

Configuration

• Connection ID - The connection established in Integration Service. Access the dropdown menu to choose, add, or manage connections.

• Customer ID - The unique identifier of the customer. This field supports String type input.
• Type - The type of customer: Company or Individual.
  • Company:
    • Name - The name of the company customer. This field supports String type input.
  • Individual:
    • First name - The first name of the customer. This field supports String type input.
    • Last name - The last name of the customer. This field supports String type input.
• Subsidiary ID - Select the subsidiary to associate to the customer. This field is required if the Parent customer ID is not provided. This field supports String type input.
• Parent customer ID - Start typing the company name to associate to the customer. This field is required if the Subsidiary ID is not provided. This field supports String type input.
• Email - The email address of the customer. This field supports String type input.

Manage Properties

Use the Manage Properties wizard to configure or use any of the object's standard or custom fields. You can select fields to add them to the activity canvas. The added standard or custom fields are available in the Properties panel (in Studio Desktop) or under Show additional properties (in Studio Web).

Additional properties

• Is customer inactive - Whether the customer is inactive. Boolean value.
• Phone - The phone number of the customer. This field supports String type input.
• Salutation - The title of this person, such as Mr., Mrs., Ms., Dr., etc. This field is displayed if you choose to create an Individual customer. This field supports String type input.
• Middle name - The middle name of the customer. This field is displayed if you choose to create an Individual customer. This field supports String type input.
• Website URL - The website URL of the company. This field supports String type input. This field is displayed if you choose to create a Company customer.
• Currency ID - The currency customer will be billed in. Select a currency from the available dropdown list.

Output

• Customer - Automatically generated output variable.
• Customer ID - The customer ID.