GuideReference

Key Customer Fields

The Customer object includes a comprehensive set of fields to support various business needs:

Identification Fields

  • name: The name of the customer (required)

  • recordType: Specifies the type of customer record (required)

  • accountNumber: Auto-generated or custom identifier

  • id: Unique identifier for the customer record (UUID format)

  • externalId: Salesforce ID when synced with Salesforce

Contact Information

  • email: Primary email address

  • phone: Primary phone number

  • fax: Fax number

  • website: Company website URL

  • billingStreet/City/State/PostalCode/Country: Billing address components

  • shippingStreet/City/State/PostalCode/Country: Shipping address components

Business Classification

  • industry: Industry sector (Agriculture, Technology, etc.)

  • type: Customer type (Prospect, Direct Customer, Channel Partner, etc.)

  • ownership: Ownership type (Public, Private, Subsidiary, Other)

  • companySize: Size of the company

  • numberOfEmployees: Number of employees

Financial and Billing Information

  • annualRevenue: Annual revenue of the customer

  • paymentMethod: Primary payment method (ACH, Credit Card, Wire Transfer)

  • paymentMethods: Array of available payment methods

  • paymentTerm: Payment terms (Net 15, Net 30, Net 45, Net 60)

  • taxExempt: Tax exemption status

  • billCycleDay: Day of the month for billing

  • billCycleStartMonth: Starting month for billing cycle

  • billingProrationEnabled: Whether proration is enabled for billing

Relationship Fields

  • parentCustomerId: Reference to parent customer record

  • orderPrimaryContactId: Reference to primary contact for orders

  • salesAccountId: Sales account identifier

Metrics and Analytics

  • todayARR: Annual Recurring Revenue as of today

  • todayCMRR: Committed Monthly Recurring Revenue as of today

  • totalTCV: Total Contract Value

Custom Fields in Self-Service

While Nue provides a rich set of standard fields, many businesses require additional fields to capture industry-specific or business-specific information. Custom fields extend the Customer object to meet these unique requirements. Please use this guide for adding custom fields.

An example of how to add custom fields into the request payload while creating or updating customers is shown below.

    // Custom fields
    "referralSource__c": "Partner Program",
    "companyMaturity__c": "Growth Stage",
    "preferredDeployment__c": "Cloud",
    "newsletterOptIn__c": true,
    "digitalTransformationStage__c": "Implementing"

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