Editing the Advanced Billing ID

The Advanced Billing ID is the field on a Maxio Core customer record that points at the corresponding customer in Advanced Billing. It is what lets the two applications agree that 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 both editable and mappable. You can add or change this ID using the given field in the Customer record.

Editing it by hand 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 automatically

You can also map the Advanced Billing ID through the Get Sales Orders integration, rather than setting it per customer.

For example, you can map the value from Salesforce and automatically match the Customer in Maxio Core to the corresponding Advanced Billing Customer. 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 after the fact.

For related cross-platform behavior, see Syncing Customers and Payments.