The Commerce5 integration will copy the following values from the template customer configured in the integration:
- Customer category
- Credit limit, Max check amount
- Alpha profile 1-5, Date profile 1-5, Numeric profile 1-5
The Commerce5 integration will not copy the following values from the template customer configured in the integration:
- Salutation, First, Last name
- Address 1,2,3
- City, State, Zip, Country
- Phone 1, Mobile phone 1, Fax 1, Email 1, All contact 2 information
- Comment
- Tax Code
- Ship-via code, Shipping zone
- Loyalty card #
- Code profile 1-5
- *AR Account number (If your template customer is AR, a Counterpoint customization will be needed to assign this automatically.)
- Custom AR_CUST fields
*Note: Data dictionary defaults are not supported. If a default value exists in both the data dictionary and the template customer, no value is copied into the new customer created by the integration.