How do I create a customer for whom I can't find any master data?

When you create a new customer, you can search the commercial register directly with our integrated NorthData search. If the customer is found, all data available in the commercial register is automatically transferred to the master data, so around 80% of the onboarding questions are already pre-filled. If the customer is not found in the commercial register, they are still created in the system as usual. In that case, the master data remains empty and can be filled in step by step, either by you in the system or by the customer themselves via self-onboarding. The following videos show how to manually create a private customer and how to manually create an entity (GmbH etc.)

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Manually adding a customer (private individual)
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Manually adding a customer (company)

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