Synchronise a core CRM customer into Courier
Respond to core customer create/update hooks.
Exact navigationAdmin Area → Customers → Open customer
What this guide covers
Respond to core customer create/update hooks. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.
Exact step-by-step process
- Create or update the core CRM customer.
- Allow the after-client-added/updated hook to run.
- Open Courier & Logistics → Customers.
- Find the synced customer and verify contact/commercial defaults.
Fields, choices and supported possibilities
This action uses the values already stored on the selected source record. Review that record before continuing.
Code-backed validations and workflow rules
- The module hook calls the accounting service to sync the core client into the Courier customer layer.
- The hook preserves the core customer relationship rather than creating an unlinked duplicate.
Expected result and verification
- The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.
Security, audit and operational checks
- Use the exact record and least-privilege role before changing any state.
- Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
- Use protected document and image routes rather than exposing server filesystem paths.
- Keep customer, driver, provider, financial and credential data within the authorised workflow.
- For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.