Customer Numbers and Importing
Type: Support Call
Call Reported On: 1/11/2021
Products Discussed: Customer Plus Plus CRM
Q&A
Merchant: We are looking at possibly switching to a Clover Station POS system. With our existing system, we enter customers by a Customer Number, similar to an account number. We generate their customer # chronologically, from another database app we use, and assign in the order they complete our facility orientation. So, right now, we have #1 to around #19,500 or so.
If we switch to Clover, we’d like to still use customer numbers and be able to quickly pull up a customer by customer # to add to a transaction.
How does your app handle this?
And, how could we import our existing customers into a Clover environment, with their existing customer numbers intact, in the record, ready to use?
We also would need to import our existing Item (inventory) list.
CSI Works Support: Thank you for considering our app for your needs.
I’ve made these video answers for you along with visuals.
Video showing Cloud CRM on Clover Devices: https://youtu.be/kaXO9ErfcSE
Video showing Cloud CRM on Clover web account: https://youtu.be/z7-KJFXw1wM
Please watch these 2 videos and call me if you have any follow up questions. I would be glad to assist.