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Update signup log with customer relationship ID on match

Update signup log with customer relationship ID on match

Your signup records arrive without payment IDs, forcing manual lookups and delaying reconciliation. The sheet is updated automatically so billing and coordinators can reconcile same day.

Update signup log with customer relationship ID on match

Overview

When signups aren't linked to payment records, reconciliations and onboarding stall. This flow matches customers by email and writes the payment relationship ID into your signup log so coordinators and billing can reconcile same day.

Update signup log with customer relationship ID on match