Help & Resource Center

Customer File

Overview

Part of the process of setting up your integration involves a file used to match customer identities between your ecommerce platform and your Epicor Eagle POS system. In this article, we'll talk about what this file is and why we need it.

Uses

We primarily use the customer file to match what we call "customer identity". Customer identity is an integral part of several different ecommerce features, and is what we use to make sure things like our Loyalty Integration is consistent between your physical locations and your online store. 

What Do I Do?

You, the client, shouldn't have to do anything for this step! Epicor Eagle themselves will provide us with the requisite file. If Orgill or Epicor Eagle needs your assistance with this step, we'll be sure to notify you. 

If you have any further questions, feel free to get in touch with your project manager using the messaging function in the onboarding center.