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Customers

The Accounts section in Account Management is where you handle accounts (customer). Here, you'll discover how to make and handle accounts, add users, see orders, check subscriptions, and adjust basic settings.

To begin managing accounts, click on the Accounts option in the menu to access the accounts table. Here, you can discover, arrange, and adjust accounts according to your needs. Utilize the search box at the top right to locate specific accounts, or employ the filters and sorting choices in the column menu of the table.

IMPORTANT

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Accounts

Account card​

When you click on a specific account from the list, you will be directed to a dedicated account card. This card will show you all the important details related to the customer's account. It's a convenient way to access and view information in one place.

The account card contains the following tabs:

  • General
  • Users
  • Orders
  • Subscriptions
  • Settings

Each tab is described in detail in the sections below

Creating a new account​

When creating a new account, the default option is to manually create it. Our platform has additionally a search functionality that enables seamless access to information from the public registry of companies. This feature automates the process of fetching company information, containing key details such as addresses and other relevant data.

tip

Using import of accounts lets you more easily and effectively create multiple accounts. See the chapter below about importing and exporting accounts.

When creating a new account, this occurs in a two-step wizard. The required and optional information for each step is described below the guide.

Steps to create a new account​

  1. When you are located on the accounts table, click on the Create Account button in the right upper corner
  2. Fill in or select the basic customer information and click Next
  3. Choose or fill in secondary information.
  4. Click Create to complete the creation of a customer.

Once the creation process is finished, you'll locate the newly created account within the list of accounts.

  1. While on the accounts table, locate and click the Create Account button located in the upper right corner.
  2. Within the Create Account Wizard, navigate to the bottom and select the Search link.
  3. Specify the desired country for your search and utilize the search field to locate the specific account you need.
  4. Identify the correct account from the search results and proceed by clicking Next.
  5. At this stage, you can either select secondary information from the available options or provide new information as needed.
  6. To finalize the account creation process, click the Create button.

Once the creation process is finished, you'll locate the newly created account within the list of accounts.

Information needed for an account​

Specific information is required when creating a new account. This information is categorized as either mandatory or optional. The following list outlines the required details and specifies their mandatory or optional status:

  • First step
    • Company name (mandatory)
    • Organization number (optional, active choice)
    • Country (mandatory)
    • Address 1 (optional)
    • Address 2 (optional)
    • Town / City (optional)
    • Zip / Postal code (optional)
  • Second step
    • Type of account (mandatory)
    • Account Manager (mandatory)
    • Comment (optional)
    • Additional addresses (optional)

Import and export accounts​

The platform offers convenient import and export capabilities for accounts. This allows you to effortlessly bring customer lists into the platform or extract them from the system for different uses.

The import and export functions facilitate CSV files as well as import/export to and from third-party systems. The following guide outlines the general import and export capabilities.

It's important to note that successful import and export with third-party systems mandates the proper configuration of integration settings within the platform from Settings -> Integrations.

Steps to import accounts​

  1. From the upper right corner, locate the Import button and click on it.
  2. In the wizard that appears, select the appropriate import option (e.g., CSV).
  3. Depending on the chosen import option, either select objects to import or upload a CSV file.
  4. Click Import, and you will be presented with a list of items to import.
  5. Select the objects you want to import and click Import to initiate the process.

When the process is completed you will be able to see the newly imported objects in the Accounts list.

Steps to export accounts​

  1. From the upper right corner, locate the Export button and click on it.
  2. In the wizard that appears, select the appropriate export option (e.g., CSV).
  3. In the list of accounts, choose the accounts you want to export.
  4. Click the Export button to complete the process.

When the process is completed you will either be presented with a file to download or find the exported accounts in the appropriate target system for third-party integration.