In OCS.io, Customer Profiles are used to define the structure and characteristics of a customer in the system. Using profiles, accounts can be created with predefined attributes, such as customer segment, initial state, etc., making the creation process faster and more consistent.

By configuring Customer Profiles, you can streamline the onboarding process for new customers, ensure accurate categorization and assignment, and maintain consistency across your customer base.

For more information on how profiles are used in OCS.io, refer to the documentation on CASM Profiles.

To configure Customer Profiles, follow these steps:

  1. Access the Integration Configuration perspective in your system’s user interface.

  2. Select the CASM  Customer Profiles.

  3. Click on the + (New) button to create a new customer profile.

  4. Fill in the required information in the form:

Item Description

Name

Enter the name of the Customer Profile.

Description

Optionally, enter the description of the Customer Profile.

Code

Enter the code of the Customer Profile. This code is used for integrating purposes and may not be changed later.

Customer Segment

Choose the customer segment to which the newly created customer will be assigned.

Customer State

Choose the state to be assigned to the newly created customer.

Customer State Reason

Choose the reason for the customer’s state assignment.
Configure Customer Profile