Step 1: Add a customer
First, register your customer, ACME Inc., in Zenskar.
- Log in to your Zenskar dashboard.
- Navigate to the Customers module.
- Click ADD CUSTOMER.
- Under Customer information, enter the following details:
- Customer name:
ACME Inc.
- External ID (optional): Any ID associated with
ACME Inc.
in your CRM or CIS or similar system. - Email:
[email protected]
- Customer name:
- Under Billing address, provide sample details:
- Address line 1:
123 Cloud St
- Address line 2:
Suite 100
- City:
Cloudville
- State:
CA
- Zip code:
90210
- Country: Select
United States
- Phone number:
(555) 123-4567
- Address line 1:
- Ensure "Shipping address is same as billing address" is checked if applicable for your scenario.
- Click the "CREATE" button at the bottom right of the form.
- Make a note of the
Customer ID
assigned by Zenskar (e.g., a UUID likecust_7d2f9b8c-1e2a-4c3d-9f0e-1a2b3c4d5e6f
). All IDs generated by Zenskar are UUIDs.
Updated 25 days ago
What’s Next