Edit the Advanced Billing ID

The Advanced Billing ID is the field on a Maxio Core Customer record that points at the matching customer in Advanced Billing. It is what lets the two applications agree they are describing the same company, so getting it right is what keeps synced subscriptions, invoices, and payments attached to the correct customer.

Edit the ID directly

The Advanced Billing ID is editable on the Customer record itself. Add or change it in the Advanced Billing ID field.

Editing it manually is the quickest fix when a Customer has been matched to the wrong Advanced Billing record, or when a record was created in Maxio Core before its Advanced Billing counterpart existed.

Map the ID from your CRM

Rather than setting the ID per Customer, you can map it through the Get Sales Orders sync step, which is available in the Salesforce, HubSpot, and Pipedrive integrations.

Map the value from your CRM and Maxio Core matches each Customer to the corresponding Advanced Billing Customer as the sales order arrives. Where your CRM already records which Advanced Billing customer a deal belongs to, mapping is the more reliable route: new customers arrive already matched instead of needing to be linked afterwards.

Related information

For how Customer records move between the two systems once they are matched, see the Sync Customers and Payments help article.