Adding Additional Customer IDs to a Customer's Profile

Merging Customer accounts is easily accomplished by adding an additional Customer ID onto a Customer account.

Primary Audience: All Internal Users

Adding additional Customer IDs to a customer’s profile will allow for that singular customer to access Account-level information for multiple accounts from a single log-on experience. Account-level information includes:

1. Invoices

2. Statements

3. Plans

4. Bookings

5. Job & Delivery Complete Notifications

6. Notes saved on the Account by Users

With access to multiple accounts, a customer has the ability to perform actions such as paying invoices, downloading statements, viewing Plans and Bookings, or accessing Balances and Payment History on behalf of the additional accounts. The customer will also receive notifications for the Account-level activities listed above.

To add a Customer ID to another account follow these simple steps:

1. Navigate to the Client Profile page of the account you wish to add to another customer.

2. Copy the Customer ID shown in the Primary ID field.

3. Navigate to the Client Profile page of the customer that will have access to the additional account.

4. Paste that original Customer ID into the next available Additional ID field.

5. Select Done.

6. Scroll to the bottom of the page and select Save.

Here is a video that walks through each step of the process:

Example: A customer has an individual account, but is also involved in the operations of a family farm that has its own account.

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If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at [e-mail] or at 512-812-9399.