Quickly and easily identify which external systems Gladly can pull Customer information from through the Customer Profile.
Multiple Integrations #
Because Gladly can connect to many external systems, we make it easy to identify where a Customer’s information is coming from. If there are two or more systems where Customer information is received from, a simple hover over the Customer avatar in the Customer Profile shows which external system(s) a Customer is connected to.
Single Integration #
For single external system integration, the Customer Profile shows the external-id in the Customer Profile instead of the name of the integrated system. This field is hidden in a multiple integration setup.
External Customer ID (external-id) is a unique identifier assigned by an external system to a Customer record which Gladly uses to identify a Customer and display information in the Customer Profile. This ID is a string of characters that may look something like 2966800793736 or smHPU0-BTZC-acCT55YDYA, which appears in the Customer Profile.
