#fundrise_evan

1 messages · Page 1 of 1 (latest)

steady moatBOT
azure berry
pallid abyss
#

should this method create a customer in the connected account?

azure berry
#

I don't believe so, I believe it only creates a Payment Method.

pallid abyss
#

is it recommended to not add the customer to the connected account, then?

#

is it possible to clone a customer from the platform account to the connected account?

azure berry
#

There is not a way to clone the entire Customer object, if that is something that you're interested in doing then you'll need to build a custom flow to do so.

Typically one of the Customer objects is just a placeholder, so it doesn't need a full copy of the information stored on the primary Customer object.

pallid abyss
#

is there a recommended way to track who the payment method in the connected account belonged to?

azure berry
#

Not specifically, it largely depends on the flow that you're trying to build, how you need to track that information, and where you'd like to store it.

pallid abyss
#

cool. We are trying to create subscriptions in a connected account but we have existing payment methods in a platform account that we'd like to reuse. Ideally we'd like to reuse the customer, too.

azure berry
#

If you're going to be reusing the Payment Method that you create on the Connected Account, then I would recommend creating a Customer to attach that Payment Method to on the Connected Account.

From my perspective, how much data you want to sync between the two Customer objects depends on where you want to report from and which one is considered your source-of-truth.

If you want to use the new Customer on the Connected Account going forward (ie: treat as the primary customer record) then you'll probably want to copy all the details that you have available. If you just want to use the Payment Method on the Connected Account but continue to report from your Platform account, then you don't need to copy many details (if any) and instead would probably use metadata to store a reference to the related Customer object on the Platform.

pallid abyss
#

cool, thanks so much for all your support!!

azure berry
#

Happy to help!