Use Case: Customer management through interface

Use Case

Customers can be created and updated through the interface. It is possible to give Tehden information on from which system the customer information has come from, for example customer information from online store application. It is also possible to update customer marketing authorizations through the interface. Customers can also be excluded from Tehden interface. 

Customer can be identified for an external system. When creating or updating the customer information, you can set externalsystem_id and externalsystemidentifier for a customer. The externalsystemidentifier is a string of your choice. The externalsystemidentifier is required when externalsystem_id is defined and opposite. The externalsystem_id's are enums, see below.

Used Endpoints

company_customer/createTehdenCustomer Customer can be created to Tehden when the customer sign up or log in 
to online store or customer can be created to Tehden when customer makes a purchase in online store. Different
customer types can be set.

company_customer/createTehdenCustomerContactInfo Create contact info for a customer.

company_customer/updateTehdenCustomer Update the customer information. If customer updates their information in
online store, the information can be updated in Tehden.

company_customer/getCustomerIdByExternalSystemIdentifier Customer can be searched with a key. 
The key is externalsystemidentifier which can be set to the customer. The externalsystemidentifier and
externalsystem_id are a pair that link the customer to the external system. 

company_customer/getCustomerIdByIdentifier Customer can be searched with the identifier. Identifier is visible to
the customer and in the invoice.

company_customer/findCustomer Returns all customers matching the search criteria.

Example

Update the customer information by adding information about external system, the identifier and VAT status. See VAT options for a customer for more information.

Screenshots from the user interface are in Finnish because a large part of our customers use Tehden in Finnish.