Setting up customers

Overview

Customer setup in RepSpark involves mapping your existing customer data from your ERP system into RepSpark's customer structure. This ensures your B2B customers can access the platform with proper pricing, sales rep assignments, shipping methods, and payment terms. The data requirements and setup process depend on your integration type.

How it works

RepSpark creates customer records that include both billing and shipping addresses, sales rep assignments, pricing tiers, and access permissions. For Shopify integrations, this data flows through specific tags. For API and flat-file integrations, comprehensive customer records are created with detailed field mapping from your ERP system.

Before you start

Make sure you have the following:

Access to your ERP system's customer data
List of active customers who need RepSpark access
Sales representative assignments and codes
Customer pricing tiers and discount structures
Shipping method preferences per customer
Payment terms for each customer account
For Shopify integrations: Admin access to add customer tags
For API integrations: Development resources or RepSpark developer support

Steps

For Accelerate (Shopify) Integrations

Customer data for Shopify integrations uses specific tags applied to customer records in your Shopify admin.

Tag name	Required	Format	Example	Usage
Wholesale	Required	Input	Wholesale	This tag lets RepSpark know that this is a Wholesale Customer and will be synced over to your Site.
SalesRep	Required	Input:Value:Label	SalesRep:222:Bob Jones	This tag will allow you to set up your different sales reps and associate them to your different customers. B2B users will need to have a Salesperson Code and their Customer Code to have access to RepSpark.
Terms	Required	Input:Value:Label	Terms:Net30:Net 30	This tag shows you in RepSpark what payment terms this Customer has set up in Shopify
Shipping	Required	Input:Value:Label	Shipping:UPSG:UPS Ground	This tag shows you in RepSpark what Shipping Terms this Customer has set up in Shopify
Discount	Optional	Input:Value	Discount:20	This tag is optional. This allows a specific Customer to have a Discount price on top of the Wholesale price.
CustomerCode	Optional	Input:Value, Input:Value:Value	CustomerCode:JT123, CustomerCode:JT123:001	This tag will be helpful to invite your buyers. By creating a Customer Code and sharing with your users, they will be able to sign up easier, and will be easier for you to search for them compared to typing out their entire name. NOTE: The store# is not necessary, but helpful if the Customer has multiple locations/stores with different addresses.

For API & Flat-File Integrations

API and flat-file integrations require comprehensive customer data mapping from your ERP system. RepSpark developers typically handle this integration, though some brands build their own API connections.

Field	Required	Usage	Notes
DivisionCode	Optional	DivisionCode allows you to arbitrarily segment data for security and visibility purposes. Divisions are versatile and can be applied to distinguish various elements such as geographical regions (e.g., North America vs. Europe), business verticals (e.g., wholesale vs. ecommerce), or even brands.	Requires associated Option resource with an ElementType of DIVISION.
CustomerCode	Required	A unique identifier that represents a group of Customer records. CustomerCode maps to a higher level concept of a customer with a billing address and one or more shipping addresses. This supports both department store chains with a single billing address and many shipping addresses, and also a standalone country club with different billing and shipping addresses. Each of these addresses map to a Customer record with the same CustomerCode value.
StoreCode	Required	Represents an individual retail location for the Customer, primarily used for the shipping address of an order.
Name	Required	Customer/Bill-To Name
DBA	Optional	Alternate name a customer is doing business as.
Address1	Required	Street address line 1
Address2	Optional	Street address line 2
City	Required	City
State	Required	State
Zip	Required	Zip
Country	Required	Country
PhoneNumber	Optional	Phone
FaxNumber	Optional	Fax
SalesPersonCode	Required	A label that maps the Customer to their associated sales representative.	Sales person names are defined as Option resources with an ElementType of SALESPERSON.
ShippingMethodCode	Optional	The default shipping method defined for the Customer.	Shipping method names are defined as Option resources with an ElementType of SHIPPINGOPTION.
DiscountPercentage	Optional	A percentage discount that applies to all orders placed by this Customer by default. This discount can be overridden by users with the correct permissions as well as custom logic implemented specifically for your brand. Numbers greater than 1 are divided by 100. For example, a value of 40 is treated as 40% off, and a value of 0.4 is also treated as 40% off.
TermsCode	Optional	Payment Terms	Terms names are defined as Option resources with an ElementType of TERMS.
TypeCode	Optional	A short label that arbitrarily groups Customers.
Enabled	Required	Customer is active true/false. Visible in the UI when true, hidden when false. Often used to hide billing Customers, those with IsBillTo set to true, from the UI. This allows sales representatives to only select from the shipping addresses, usually those with StoreCode populated, that they have access to.
IsBillTo	Optional	Marks a Customer as a billing address. When IsBillTo is true, Enabled is often set to false to hide the record.