Customers Overview

Customers can be created in Maple in three ways:

• Created manually in Maple

• Created with the API

• Imported via your CRM in Integrations

When created, customers have the following options to include:

• ID - generated automatically, the ID uniquely links a customer in Maple to your system. It’s typically set to your internal customer ID and used for syncing data, sending events, and managing billing. You can also store custom metadata to map additional fields or information from your application.

• Name - Main point of contact's customer name

• Email* - Main point of contact's email

• Billing Emails - emails to be cc'd to voices who have the option to pay

• Title - Main point of contact's job title

• Organization Name - Company name

• Phone Number - Company phone number

• Address - Company address (Needed if calculating taxes)

• Tags - Optional tags affiliated with the customer (Example: Demographics (enterprise/SMB/startup)

• Owner - The Maple user that owns the relationship with this customer

• External Identifier - populated automatically as the customer email, used by Maple to link to other sources like your CRM or Payment Provider.

• Invoice Prefix - Customer-specific invoice prefix (If customer-level invoice number sequence is enabled via Settings > Invoices > General)

• Next Invoice Number - Customer-specific invoice number (If customer-level invoice number sequence is enabled via Settings > Invoices > General)

Customers can be assigned to specific owners, such as the Sales Rep. or Account Executive who owns that customer relationship.

Once an account owner is set, you can configure invoice payment reminders and payment failure notifications to be sent to the owner as well.

How To: Assign an Account Owner to a Customer

Customer tags are used to trigger automated actions and segment your metrics for deeper insights. Tags can help segment with demographics, engagement, acquisition for example.

How To: Create and Assign Tags to a Customer​

Maple also supports Parent-Child billing relationships as a comprehensive solution designed to manage complex billing relationships within an organization.

How To: Roll up Child Invoices to the Parent

Maple supports a Customer Portal to enable customer self-help workflows to relieve your support team of billing issues. The customer portal is fully configurable, allowing for balance control and transparency