Customers

Customer records can be manually created, bulk imported via CSV, or created directly via API.

Available Attributes on Customer Records

In addition to many self-explanatory attributes, customer records also allow configuration of the following properties:

• Associated Domains: This field is used in combination with the audience visibility filter of Products for displaying non-public products only to subscribers from specific companies. For example, if the customer's name is Pfizer, you could add a list of valid domains to the Pfizer Customer record in Revenium such as pfizer.com, pfizer.co.uk, and pfizer.biz. This field is not required if you are not publishing customer-specific products.

Note that the correct format for associated domains to match is to enter the portion beginning after the protocol i.e. "http(s)://", and ending with the top-level domain. As an example, if you wanted to match subscribers with emails of [e-mail], [e-mail], and [e-mail], you would create these associated domains: na.acmesoftware.co.uk, acmesoftware.co.uk, and na.acmesoftware.com.

• API Storefront URL: Enter the URL of your API storefront in this field. If you are using Revenium to send notifications to end subscribers, this URL will be used in these notifications to allow subscribers to easily navigate back to the portal for more information.

• External Identifier: If synchronizing usage & revenue information from Revenium to other systems (typically an ERP system), enter the identifier used by that system here to allow for easy reconciliation of information between systems.

• Logo Upload: upload the logo you would like to be used in end-subscriber notifications such as quota notifications and invoices. The standard templates utilize a logo file that is 64x64 pixels in a PNG format.

• Billing Address, Phone, e-mail, and remittance instructions: Enter the information you would like to appear on invoices from Revenium to end subscribers to aid them in paying invoices that are not automatically collected via credit card.

Adding Custom Metadata to Customer Records

You can use the custom-metadata section of customer records to add any additional information that you need to be sync'd between Revenium and your external financial systems. As an example, you may wish to track a Tax ID in Revenium to display this information in an invoice. To do so, you would create a new metadata pair and then update this value manually or via our platform API to stay in sync with your own records.

Revenium also supports a bulk upload process for Customer records. Click on the upload button on this page within the application to review the process for a bulk upload.