- From an integration
- Via the API
- In the dashboard
Sync accounts from a connected system
Connected integrations can import existing customers when you first connect them and keep them in step afterwards:- Salesforce and HubSpot — accounts and companies, with sync direction per object type set in External sync
- Stripe — customers, their stored payment methods, and subscriptions
- QuickBooks and Xero — customers
External IDs (aliases)
An alias is any string that identifies a customer in one of your systems — your internal user or organization ID, a CRM record ID, a Stripe customer ID, an email. A customer can carry several. Once set, an alias works anywhere the API takes a customer:accounton usage events — send"account": "4821"instead of the Alguna IDcustomer_aliason checkout sessions and portal sessionsGET /customers/lookup?alias=…to resolve an alias, or a connected account’s external ID such as a Stripecus_…, to the Alguna customer ID
Next
- Migration checklist — the customer fields to have ready
- Customer management — contacts, addresses, tax details and families
- Developer quick start — from a customer to a metered, invoiced subscription