Customers can be managed both through the API as well as through the Maple web application.

Customers have the following properties, but the most notable is the identifier which uniquely tracks a customer. This is typically set to your customer ID to map customers from Maple to your application. This identifier is also used for sending events or syncing objects for billing the customer. The customer also supports saving arbitrary metadata for additional mapping of fields or information to your application.

{
    "id": "cus_xyz",
    "company_id": "cmp_2MkGNwZqoewXZ38Sc2AzYZh4x50",
    "name": "Bob Jones",
    "email": "[email protected]",
    "identifier": "customer_123",
    "address": {
        "country": "US",
        "state": "CA",
        "zip": "94110",
        "city": "San Francisco",
        "address_line_1": "1 Something Street",
        "address_line_2": "Unit 5",
    },
    "phone": "555-555-555",
    "locale": "en",
    "org_name": "Maple Systems",
    "metadata": {
      "key1": "value1",
      "key2": "value2",
      "key3": "value3"
    }
  ...
}

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Assigned Account Owners

Customers can be assigned to specific owners, such as the Sales Rep. or Account Executive who owns that customer relationship.

Once an account owner is set, you can configure invoice payment reminders and payment failure notifications to be sent to the owner as well.

Go here to learn more about about Payment Recovery and Reminders.

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Customer Tags

Maple allows you to create custom tags for customers which can be used to trigger actions based on configured rules.

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Parent and Child Billing

Maple also supports Parent-Child billing relationships as a comprehensive solution designed to manage complex billing relationships within an organization.

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Customer Portal

Maple supports a Hosted Customer Portal to enables customer self-help workflows to relieve your support team of billing issues. The customer portal is fully configurable allowing to balance control and transparency.