Get or Create Customer From Order

Overview

The Get or Create Customer From Order step creates a new customer record or updates an existing one based on order data. This ensures customer data is captured in the CRM from every order.

Identifier

Configuration Properties

Behavior

What It Does

1. Skips execution in test mode
2. Checks tenant customer settings for B2B/B2C restrictions
3. If both B2B and B2C creation are disabled, returns success
4. Respects market type (B2B markets with disabled B2B creation)
5. Looks up existing customer by email or creates a new customer record
6. Determines if customer is new:
   • With UseOrderSearch: Checks for previous orders
   • Without: Checks if customer was created in last 5 minutes
7. Sets order.IsNewCustomer flag
8. Adds/updates customer in appropriate service (Private or Business)
9. Logs customer events (Added or Updated)
10. Updates order with customer data (PaymentTermsNet, CustomerName, CustomerEmail, CustomerPhone)
11. Sets IsPriority on order if customer is priority

Prerequisites

• Customer service must be configured
• Tenant customer settings should be configured

Side Effects

• Customer record created or updated
• Order enriched with customer data
• Customer events logged
• IsNewCustomer flag set on order

Business Cases

When to Use

• CRM integration: Capture customer data from orders
• Customer identification: Create customer records for guest checkouts
• Data enrichment: Update orders with customer information

Example Scenarios

Scenario 1: New Customer Order from new email address. Customer created, IsNewCustomer=true, event logged.

Scenario 2: Existing Customer Order from known customer. Customer updated, IsNewCustomer=false, order enriched.

Scenario 3: B2B Customer on B2B Market Order on B2B market. Business customer created/updated if B2B creation enabled.

Scenario 4: Priority Customer Customer has IsPriority=true. Order's OrderForm.IsPriority set to true.

Error Handling

Related Steps

• Enrich Order With Customer Properties - Enrich order from customer
• Enrich Order With Customer External IDs - Add customer external IDs