Syncing Customers and Payments

Customers and Payments can sync bi-directionally between Maxio Core and Advanced Billing. This means that if you update a Customer or a Payment in one system, it will also update in the other.

Customers

Any updates made to Customers in Maxio Core (like address, email, etc.) will be sent to Advanced Billing if the "Send Customer Updates" sync step is enabled. The Customer address information is automatically synced from Advanced Billing to the Maxio Core Customer record in the Get Customers sync step.

By default, the Advanced Billing Shipping City, Shipping State/Province, and Shipping Country are automatically mapped to (respectively) the City, State/Province, and Country Analytic fields for the Maxio Core Customer. If you override these default mappings with Custom Mappings, the default mappings are then stricken out and not used.

On accounts provisioned after this default was introduced, the Get Customers sync step also comes with a Custom Mapping that maps the Advanced Billing Customer Reference field to the Maxio Core Customer Number field, with Always Update on Sync enabled. This gives you one identifier that ties a Customer record to the same reference in the customer's own system on both sides.

Because Advanced Billing's Customer Reference is optional free text while Maxio Core's Customer Number is unique, the sync only writes a Customer Reference value when it's safe to do so:

• If a Customer's Advanced Billing Customer Reference is blank, its Maxio Core Customer Number is left as is, and a sync issue notes that the reference was empty.
• If the Customer Reference is already used as another Customer's Customer Number, the sync leaves that Customer's number unchanged and reports a sync issue naming the conflicting Customer, but still syncs the rest of that Customer's data.
• If the Customer Reference already matches the Customer's own Customer Number, there's nothing to change and no issue is raised.

You can edit or delete this mapping under Custom Mappings on the Get Customers sync step, the same way as any other mapping, and your change is preserved even if you later disable and re-enable the Advanced Billing integration. Accounts that existed before this default was introduced don't get it automatically, but you can add the same mapping yourself.

Payments

Choose one system where you receive payment because issues related to timing will happen if you process payments across multiple systems within the same timeframe. Verify that the associated invoice data is correct and matches among the various synced systems before posting a payment.