Synchronise a courier customer to the core CRM

Create or update the core client/contact from the Courier form.

What this guide covers

Create or update the core client/contact from the Courier form. 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

1. Save a customer with company and contact information.
2. Allow the accounting service to find or create the core client.
3. Confirm a primary contact exists when an email was supplied.
4. Confirm the customer is placed in the intended core client group when configured.

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

• Matching uses company/email logic from the accounting service.
• Only destination-table fields are written.

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.

Related Courier guides