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Corporate customers let you keep a company, its contact people, addresses and orders in one record. This article explains the account settings and the one-time migration used by accounts that still store company details in regular customer cards.

Order defaults and displayed fields

In the corporate customer settings, choose whether a new order should automatically use the corporate customer’s primary contact and primary company. If either option is disabled, users select the contact or company manually when creating the order.

You can also choose which corporate-customer fields appear in order and customer cards. Add only the fields managers need for daily work; all data remains available in the corporate customer record.

Access permissions

Permissions are configured under User groups in the Corporate customers and Corporate customer orders sections. Configure these permissions separately for every group that should view, create or edit corporate data and orders.

Migrating existing customers

New accounts have corporate customers enabled by default. Older accounts may still use compatibility mode if company or banking details were stored in regular customer cards before this feature became available.

To leave compatibility mode, open Settings → Customers and enable Corporate customers. The migration starts automatically at 00:00 on the following day.

Corporate customers are available only on plans that include this feature.

Which customers are migrated

The migration includes:

• customers whose business type is Company or Sole proprietor;
• individual customers with at least one order issued to a company or sole proprietor.

The exact labels for business types, company identifiers and tax fields depend on the account country.

What changes during migration

During migration, affected records cannot be edited in the interface or through the API. After a record has been converted:

1. The original customer becomes a corporate customer. Its name is taken from the registered company name; if that is empty, the customer’s name is used.
2. Personal details—name, gender, email addresses and phone numbers—move to a contact-person record. The original discount and important/problem-customer flags stay on the corporate customer.
3. If company details are available, Simla creates a primary company and moves the legal and banking details to it. If the customer was marked as a business but had no company details, no company record is created.
4. The new contact becomes the primary contact and is linked to the primary company, if one exists.
5. The customer’s address moves to the corporate customer and is named Primary.
6. Existing orders are linked to the new corporate customer and its primary contact. Orders issued to a business are also linked to the corresponding company.
7. Tasks and notes move to the corporate customer.
8. Uploaded files move to the corporate customer.
9. Existing links between customers are removed.
10. The customer’s manager, source and main store are kept on the corporate customer.
11. UTM values move to the corporate customer.
12. Custom fields are mapped by field code: corporate-customer fields receive customer-profile values, company fields receive company details, and contact fields receive personal data.
13. An individual customer with a business order is converted using the company details from that order.
14. If several business orders contain different company details, Simla creates the corresponding companies. To avoid duplicates, the system compares the tax and registration identifiers available for the account country and falls back to the company name when no identifier is available.
15. Visits, emails, SMS messages and calls are linked to the corporate customer.
16. The corporate customer keeps the original customer’s id and externalId.
17. The API history receives a record with field: type, oldValue: customer and newValue: customer_corporate.
18. Customer tags are removed.
19. If the customer is a Loyalty Program participant, the participation moves to the newly created contact person. Existing participation orders keep their historical link to the corporate customer; new corporate orders do not count towards that person’s participation unless they are placed for the contact person.

Check orders after migration

Some orders with the Individual business type may remain linked to a corporate customer. These orders can fail validation and API updates, especially while they are still in progress.

Resolve each affected order in one of two ways:

1. Link it to a regular individual customer. This creates or uses a customer with a different ID.
2. Change the order’s business type to Company or Sole proprietor if it should remain linked to the corporate customer.

To find these orders, filter the order list by:

• Customer type: Corporate customer;
• Business type: Individual.

Custom fields

Corporate customers and companies have their own custom-field sets. Create fields for the object that owns the data: profile-level data belongs to the corporate customer, registration and banking data belongs to the company, and personal data belongs to the contact person.