Contact Creation and Update

Operational flow for creating and updating contacts through the BE-Commerce import process.

Purpose

This page describes how to validate imported webshop contacts, create contacts in Business Central, and apply controlled updates to existing contacts.

Prerequisites

Number series for webshop contacts is configured.
Contact changes are approved per channel.
Customer templates and mandatory transfer fields are defined.

Recommended Sequence

Validate imported contact records for completeness and consistency.
Correct issues in setup, mappings, and mandatory fields.
Execute contact creation or update and document the result.

Configuration Building Blocks

Contact Validation Before Processing

Validate salutations, contact numbers, and mapping keys against valid BC values.
Distinguish new and existing customers unambiguously based on contact-number logic.

Transfer into Business Central

Run contact creation and updates only after successful validation.
Document outcomes, errors, and rework actions in a traceable way.

Process Contact Processing Guardrails Rules for consistent and safe contact transfer.

Do not force automated transfer when salutations or number series are invalid.
For existing contacts, ensure an unambiguous mapping to the existing contact number.
Validate template and channel rule changes in test runs before production use.