When a new customer location is first created in the customer's CRM, it gets a unique customer record reference. In MaxOptra it is called customer location global ID. It is required for accurate identification of customer locations imported from external systems.

Usually the customer name and address is enough to identify the customer location, but sometimes during repeated uploads, due to some discrepancies in name/address spelling in csv-import file or in API code, the system may fail to identify the customer location correctly, thus producing a duplicate. To avoid duplication it is recommended to indicate the customer location id.

So, when a new order is imported, MaxOptra tries to match the location by its name, address and/or global ID with locations in the base. If global ID and/or location name and address are found in MaxOptra, then the order is imported successfully.If nothing is found, the customer location is saved in MaxOptra base.

Note When a customer address, that had been saved in MaxOptra base, is entered in the order form, a link becomes available that allows to open this customer location's card from the order screen.

In MaxOptra you can find customer location ID in the following places:

If customer reference number is provided, you can later edit the customer location parameters if necessary (see Customer location update upon arrival (Android app) and Customer Location Update upon Arrival (iOS Driver App) ). The system will always recognize this client by its reference number.