Customer

Information about your customer - existing or new. streamOS takes care of creating/reconciling this customer with existing customers on your accounting platform, ensuring alignment with your accounting practices and approval workflows.

The Customer Object:

Essential Information

  • Customer Id: The streamOS Id associated with the customer
  • Customer Name: The name of the customer (Required)
  • Customer Email: The email of the customer (Required)

Accounting Specific Information (Optional - depending on your accounting practices)

  • Contact Name: Name of the contact person at the customer
  • Phone Number: Phone number of the contact person
  • Currency Code: Currency Code associated with the customer
  • Notes: Additional notes that you would like to register
  • Address:
    • Type: billing / shipping / po_bo /unknown
    • Address1: First line of the address
    • Address2: Second line of the address
    • City: City
    • Region: State
    • Postal Code