Zephr User Guide

Configure Customer Records

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Chargify handles the billing details. However, you can use this extension to synchronise Zephr user attributes to Chargify Customer data fields; for example, to sync data relating to delivery (shipping) addresses.

Note: First Name and Last Name are required in Chargify, so you must map them in Zephr. Other data fields can be mapped if required. To map values to Chargify Customer records, you must create a corresponding user attribute in the Admin Console and note the slug to use in the relevant field. For further information on creating user attributes, see the User Attributes section.

For further information on the available Customer data fields on Chargify, refer to the Chargify Support documentation.

To configure customer records, complete the following steps:

  1. Select the Customer Configuration button

    The Customer Configuration screen displays, as illustrated below:

    “Chargify

  2. Select the Enable Sync checkbox to allow synchronisation of Zephr user attributes and Chargify customer data fields
  3. Select the Enable Email Sync checkbox to allow synchronisation of email addresses
  4. Enter the slug of your First Name user attribute in the First Name user attribute text box
  5. Enter the slug of your Last Name user attribute in the Last Name user attribute text box
  6. If required, enter the slug of the following:
    • Your CC email user attribute in the CC Email user attribute text box
    • Your organisation user attribute in the Organization user attribute text box
    • Your reference user attribute in the Reference user attribute text box
    • Your address line 1 user attribute in the Address line 1 user attribute text box
    • Your address line 2 user attribute in the Address line 2 user attribute text box
    • Your city user attribute in the City user attribute text box
    • Your state user attribute in the State user attribute text box
    • Your zip code user attribute in the Zip Code user attribute text box
    • Your country user attribute in the Country user attribute text box
    • Your telephone user attribute in the Phone user attribute text box
    • Your locale user attribute in the Locale user attribute text box
  7. Select the Done button to save your customer records configuration and return to the Chargify screen. Selecting the Cancel button displays the Chargify screen without saving any changes