You are able to search and retrieve customer information from Ratsit with the personal id number.
Create the settings:
1. The Country of the department must be Sweden. Settings > General > Department > Country
2. Go to Settings > Integrations > Ratsit integration.
3. Obtain a department specific token from Ratsit.
4) Enable Ratsit and add the token. Save.
Use Ratsit when creating a new client
- Add Client’s ID number to the correct field. Click Search icon end of the field.
- Ratsit will compare the ID with the information and fills the client general information fields
- Save the client information