Add more customers

You can add a customer to Severa by entering the customer details yourself, or by retrieving the customer details from a public register (Bizweb in Norwegian, YTJ/AvoinData in Finland).

Adding a new customer

Start adding a customer by going to the customers summary view Customers > Summary or start adding from the top menu Add new > Customer:

1. Enter the customer name and vat number.
2. Open the Address section and fill in the customer address details.
3. Open the Electronic invoicing section and fill in the customer electronic invoicing addresses, if the customer has electronic invoicing enabled.
4. Click Save, after which you will automatically be directed to the customer card to complete additional details.

Adding a new customer from a public register

Import customer details from public registers depending on the country (Bizweb in Norwegian, YTJ/AvoinData in Finland) as follows:

1. Start by typing the customer name (one word) or by entering the Vat number.
2. Click the magnifying glass to search for details.
3. Select the correct customer details from the list that opens to avoid manual data entry.

Merging customer cards

In Severa, merging customer cards is not directly possible. Transfer projects and other details from one customer card to another manually by changing the project customer:

1. Open project
2. Click the three-dot action menu in the upper right corner of the project card and select Change customer
3. Changing the project customer is only possible if no invoices or quotes have yet been created for the project

If you accidentally created two customers and want to keep only one in use, inactivate the unnecessary customer card from the upper right corner of the customer card behind the three dots by clicking Inactivate customer.

Keywords: adding a customer, new customer, adding a customer card, adding a new customer, merging customer cards, merging customers, YTJ, public register, customer details, crm

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