Understanding Customer Auto-Mapping & Invoice Contacts
Questions:
- What is customer auto-mapping?
- How does email domain mapping work for B2B accounts?
- What is a default invoice contact?
- How do new employees get linked to a company automatically?
Description:
This feature links new users to the correct B2B customer account automatically by matching their email domain. It eliminates manual user assignment and ensures consistent data management across your platform. Additionally, businesses can route all service invoices to a single designated billing contact rather than individual employees.
Solution:
Customer Auto-Mapping & Invoice Contacts
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Domain Configuration
Administrators define global email domains without the "@" symbol for specific business accounts.
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User Registration
A new employee registers or is created within the system using their corporate email address.
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Automatic Assignment
The system detects the email domain and immediately links the new user to the matching customer account.
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Retroactive Batch Mapping
System administrators can execute a console command to automatically link older unassigned users to their respective companies.
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Invoice Routing Setup
Finance teams select one linked user to receive all future billing documents for the entire company.
- This feature is available in user Management (User & Customer)
Tips and Tricks:
Pro-Tips:
- Configure company domains before onboarding new corporate clients to ensure zero-touch assignment.
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Use domain mapping to capture varying company email structures (e.g., acme.com and acme-group.de) under one account.
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Verify the selected invoice contact is actively monitoring their email for billing updates.
Warnings:
- Domains are globally unique and cannot be assigned to multiple customers simultaneously.
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The auto-mapping process will skip any users who are already linked to a different customer profile