> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vyntaintegrate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Customer Records and Portal Access in Vynta

> Customer records in Vynta Integrate store contact details, service addresses, job history, and portal access in a single, connected profile.

Every job in Vynta is linked to a customer. Customer records are the single source of truth for who you serve, where you serve them, and what you've done for them.

## What's in a Customer Record

| Field                   | Purpose                                                   |
| ----------------------- | --------------------------------------------------------- |
| **Company/Name**        | The customer's business or individual name                |
| **Contact person**      | Primary point of contact                                  |
| **Email**               | Used for portal invites, invoices, and notifications      |
| **Phone**               | Primary contact number                                    |
| **Service address(es)** | Where work is done — can have multiple sites              |
| **Job history**         | All past and current work orders                          |
| **Portal access**       | Whether the customer can log into the self-service portal |
| **Notes**               | Internal notes visible only to your team                  |

## Adding Customers

<Steps>
  <Step title="Go to Customers">
    Click **Customers** in the sidebar.
  </Step>

  <Step title="Click Add Customer">
    Fill in the required fields: name, contact person, email, and at least one service address.
  </Step>

  <Step title="Save">
    The customer is now available for job creation.
  </Step>
</Steps>

## Importing Customers

Have a spreadsheet of customers? Import them:

1. Go to **Customers** > **Import**
2. Download the CSV template
3. Fill in the template with your customer data
4. Upload the file
5. Map the columns and confirm

Vynta imports all customers and creates their records automatically.

## Customer Portal Access

You can invite customers to the self-service portal directly from their record:

1. Open the customer record
2. Click **Enable Portal Access**
3. Vynta sends an invitation email
4. The customer sets up their account and can log in

Portal access is optional — you choose which customers get it. See [Portal Access](/guides/portal-access) for details.

## Viewing Job History

Open any customer record to see their complete job history:

* All past work orders
* Current active jobs
* Scheduled future jobs
* Total revenue from this customer
* Average job value

## Multiple Service Addresses

Many customers have multiple sites. Add all their service addresses to their record, then specify which address each work order is for.

## FAQ

<AccordionGroup>
  <Accordion title="Can customers see other customers' data?">
    No. Each customer only sees their own jobs, invoices, and service history in the portal.
  </Accordion>

  <Accordion title="What if a customer has multiple contacts?">
    Add one primary contact, then add additional contacts with their own email addresses. Portal invites can be sent to any contact.
  </Accordion>

  <Accordion title="Can I merge duplicate customers?">
    Yes. Open one customer record, go to **Actions** > **Merge**, and select the duplicate to merge into it.
  </Accordion>
</AccordionGroup>