Assign unique client IDs to new client records
Assign unique client IDs to new client records
Your client records often lack standardized IDs, forcing manual entry and causing downstream sync issues. Add a formatted client ID at creation so onboarding and IT can act within minutes.
Overview
When new client rows arrive without standardized IDs, onboarding and integrations stall and require manual fixes. This flow generates and writes a formatted client ID on creation so IT and onboarding can provision accounts and sync systems within minutes.