How to convert a Customer into Supplier in the Customers App?

Updated on February 24, 2020 06:37AM by Admin

Conversion helps you to convert the data from one app to another. Apptivo allows you to customize conversions according to your business needs. For example: if you want to convert the customer into a Supplier App or any other app, you can create a new conversion list.

Steps to follow

  • Login and access the Customers App from the Universal navigation bar.
  • Click on the More icon (...) and select the Settings.

Settings Page 

  • Go to Customers from the left panel. Select Conversion.

Conversion Page

  • You can view the default conversion for contacts, then click on the Create button


  • In the popup, you can select the app in the Choose Your App.Give some Description about the conversion for your reference.
  • Allow Conversion Multiple Times, helps you to convert the particular customer multiple times. then, click on the Create button.

Pop- up

  • Now, you can view the created conversion in the list, then click on to Mapping.

 Created conversion

  • In the Mapping Page, Select the attributes as per your business need from the Customers App and map it with the attributes of the Supplier App.

 Mapping Page

  • Update the Changes, you can view the changes in the Customers Overview Page.

 Customer Overview

  • In the Customers Overview Page, click on the Convert to option and select To Supplier.


  • Here, you can view the Mapped attributes of the Customers App will reflect in the Supplier App.

Supplier Page