Customers Grid for Magento 2

The Customers Grid shows all Magento customers that have been synced or are queued for synchronization with SnelStart. 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 SnelStart reference:

• Empty: Customer not yet synced to SnelStart
• Code shown: Customer exists in SnelStart with this code

This code links the Magento customer to their SnelStart debtor record.

Actions

Row Actions

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

Update Customer in SnelStart

Check Customer Sync Status

B2B Considerations

For business customers:

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

Customer Sync Logic

SnelStart uses specific logic to match customers:

• Customer mode: One debtor per customer_id + country + VAT number
• Address mode: One debtor per billing address

This means a customer may have multiple debtors if they:

• Change their country
• Add or change their VAT number

This is intentional for correct VAT/tax reporting purposes.

Need More Help?

Documentation:

• All Help Articles - Complete documentation overview

Support:

• Contact Support - Get help from our team