Managing customers

Meteroid allows you to manage your Customers, including creating, updating, and importing them.

Creating a New Customer

To create a new Customer, go to Customers > New Customer. You will then need to enter the following details:

• Invoicing entity: The invoicing entity you want to use to bill this Customer
• Customer Name: The name of the Customer. This name will be used to create Invoices.
• Alias (External ID): The Customer’s unique identifier in your system.
• Email address: The contact email your Sales team use to contact Customers. This email is not used by Meteroid.
• Invoicing email: The email you want Meteroid to use to send invoices to your Customers.
• VAT number: This field must be filled if you want to use Meteroid VAT tax engine.
• Custom taxes: This field must be filled if you want to apply custom tax rates or apply a tax rate outside of the EU.
• Billing Address: This will appear on Invoices.
• Shipping Address: If applicable.

Once created, you can connect a customer to external providers by clicking “manage” in the integrations section. For example, if you use Stripe for credit card payments, you can link there an existing Stripe customer ID to a Customer created in Meteroid for seamless payment processing.

📌 Note: If “Disable all email notifications” is enabled in Settings > General, no business emails (e.g invoicing, payment emails) will be sent to Customers.

Import your Customers into Meteroid

Import Customers via API

To import your Customers into Meteroid, you can use the API provided by Meteroid, allowing for a smooth and programmatic transfer of Customer data.

📌 Note: If you have any questions or need support during the process, feel free to contact us at 👉 [e-mail].

Import Customers via CSV

To upload Customers in bulk via CSV:

1. Go to Customers > Import CSV.
2. Upload your CSV file following Meteroid’s required structure.

📌 Need a template? We can provide a ready-to-use CSV template to help you format your data correctly. Simply reach out to 👉 [e-mail]