Customer management
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      What is an interface reference?

      An interface reference is your unique reference for the customer and is mandatory.

      This could be an account number or client number from your source system.

      This reference is used to determine whether a customer already exists in the system by the import process. If you change the interface reference, a new record will be created for that client, under the new interface reference.

      Examples:

      • Front End (UI).
      • Add new Customer.
      • Interface Reference*.