Zoho Inventory Customer Linking

Zoho Inventory Customer Linking

When Extensiv Integration Manager loads orders into Zoho Inventory, it attempts to find an already existing customer to link the order to. If no matching customer is found, a new customer record is created. The following logic explains how Integration Manager searches for Customers in Zoho Inventory when attempting to match them.

As soon as a match is found, the Customer is used and the remaining searches are not performed. If multiple matches are found in a specific step, the first match provided by Zoho Inventory is selected.

Matching Rules

  1. Customer ID - Integration Manager first checks if there was a customer ID provided by the order source. If so, it searches for an exact ID match. If one is found, that customer is used. If not, Integration Manager will continue searching using the methods below.
  2. Customer Name Search - Integration Manager searches for existing Customers with the same Billing Name. (Uses Customer/Billing record if provided, Shipping record if not)
    1. Email or Phone must also match
  3. Email Search - Integration Manager searches for existing Customer with the same email. (Uses Billing record if provided, Shipping if not)
  4. Customer Company Name - Integration Manager searches for existing Customers with the same Billing Company. (Uses Customer/Billing record if provided, Shipping record if not)
    1. Email or Phone must also match

Addresses

Once the order has been linked with a customer, Integration Manager will compare the order's billing and shipping addresses with the Customer's existing address records in Zoho Inventory. If an exact match is found, Integration Manager will use the existing address record. If an exact match is not found, Integration Manager will add a new address record to the customer and use that.

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