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Create and update partner records in central customer table

Create and update partner records in central customer table

You get partner signups that lack matched customer rows, delaying onboarding and billing. It aligns customer, accounting, and partner records so teams can onboard and invoice the same day.

Create and update partner records in central customer table

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Overview

When partner signups arrive without matching customer rows, onboarding and invoices stall. This flow centralizes partner, payments, and service data so program coordinators and billing staff can onboard and bill correctly the same day. It eliminates repetitive lookups and reduces manual fixes ahead of billing runs.

Create and update partner records in central customer table