Custom Identifiers

Custom identifiers give you the flexibility to match customers in Payabli using the conventions you already use.

Payabli recommends using the system-generated customerId field to identify customers for ease of integration and consistency. However, you can configure custom identifiers, which lets you decide which customer profile fields to use to uniquely identify and associate customer records and payments.

For example. if your company uses the customer’s email address as their unique identifier, you can choose email as the identifier. If your organization prefers to identify customers by a field called clientId, you can create that custom identifier field in Payabli. This means that every API call that involves a customer must include the clientID because Payabli uses that field to search for customers.

You can manage custom identifiers in PartnerHub by navigating to Settings > Custom Fields.