Enrich Order with Customer External IDs
Copy external IDs from the customer record to the order.
Overview
The Enrich Order with Customer External IDs step retrieves external system IDs from the customer record and copies them to the order. This enables ERP and CRM integration using customer identifiers.
Identifier
| Property | Value |
|---|---|
| Key | EnrichOrderWithCustomerExternalIds |
| Group | Enrich |
| Applicable Statuses | New |
Configuration Properties
This step has no configurable properties.
Behavior
What It Does
- Retrieves customer record for the order
- Copies external IDs from customer to order's external IDs
- Returns result invisibly (doesn't show in workflow history)
Prerequisites
- Order must be associated with a customer
- Customer must have external IDs configured
Side Effects
- Order external IDs populated from customer
- Enables ERP export with customer references
- Links order to customer in external systems
Business Cases
When to Use
- ERP integration: Export orders with customer numbers
- CRM linking: Associate orders with CRM contacts
- Loyalty systems: Include loyalty ID on orders
Example Scenarios
Scenario 1: ERP Customer Number Customer has SAP customer number. Step copies to order for SAP export.
Scenario 2: Multiple External IDs Customer has IDs for SAP, Salesforce, and loyalty system. All copied to order.
Scenario 3: Guest Order Order has no customer record. Step skips with no changes.
Error Handling
| Condition | Result | Continues Workflow? |
|---|---|---|
| Enrichment successful | Success (invisible) | Yes |
| No customer | Success (invisible, no changes) | Yes |
Related Steps
- Enrich Order with Customer Properties - Property enrichment
- Get or Create Customer from Order - Create customer first