Customers Grid

The Customers Grid shows all Magento customers that have been synced or are queued for synchronization with e-Boekhouden. Use it to manage customer mappings between Magento and your accounting system.

Location: Accounting → Data → Customers

Columns

Hidden columns (available via column controls):

• Customer ID (Magento customer entity ID)
• Suffix
• Middlename

How Customers Enter This Grid

Customers appear in this grid when:

1. Invoice is synced:

   • Customer is automatically created/linked when their invoice syncs

2. Customer places an order:

   • Depending on configuration, customers may be pre-synced

3. Manual sync:

   • Push customer from Customers → All Customers grid

Requirements:

• Module must be enabled
• Customer must have valid email address
• For B2B: VAT number recommended

Customer Code

The Customer Code column shows the e-Boekhouden reference:

• Empty: Customer not yet synced to e-Boekhouden
• Code shown: Customer exists in e-Boekhouden with this code

This code links the Magento customer to their e-Boekhouden debtor record.

Actions

Row Actions

Click the Actions column on any row:

• View Customer: Open the Magento customer record
• Push to e-Boekhouden: Manually sync this customer

Filtering

Filter customers using:

• Website: Show customers from specific websites
• Country: Filter by customer country
• Text search: Search by name, email, company, VAT number

Use the Filters button to access all filter options.

Common Workflows

Find Unsynced Customers

1. Open the Customers grid
2. Look for empty Customer Code column
3. These customers haven't been pushed to e-Boekhouden yet

Update Customer in e-Boekhouden

If customer details changed:

1. Find the customer in the grid
2. Click Actions → Push to e-Boekhouden
3. This updates the existing e-Boekhouden record

Check Customer Sync Status

1. Note the customer's email or name
2. Go to Synchronisation Logs → Customer
3. Search for the customer
4. Review sync history and any errors

B2B Considerations

For business customers:

• Company name is used as the debtor name in e-Boekhouden
• VAT number is synced for EU VAT validation
• Ensure company and VAT fields are populated for proper B2B invoicing

Need More Help?

Documentation:

• All Help Articles - Complete documentation overview

Support:

• Contact Support - Get help from our team