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> For a complete documentation index, see https://docs.tabs.com/llms.txt.
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# Customer Record

Tabs stores business, billing, and integration data on each customer. Most of this syncs to your connected ERP.

## Business information

| Field            | Description                                                                                                      |
| ---------------- | ---------------------------------------------------------------------------------------------------------------- |
| Customer name    | The display name used across Tabs and on invoices                                                                |
| Legal name       | The registered company name, if different from the display name                                                  |
| Billing address  | Address used on invoices and synced to your ERP                                                                  |
| Shipping address | Optional shipping address, synced to your ERP                                                                    |
| Custom fields    | Optional merchant-defined fields for internal segmentation, and can be mapped to corresponding CRM or ERP fields |

## Billing contacts

| Field                   | Description                                                  |
| ----------------------- | ------------------------------------------------------------ |
| Primary billing contact | Name and email for the main billing recipient (syncs to ERP) |
| CC emails               | Additional recipients copied on billing communications       |

## Payment and taxes

| Field               | Description                                   |
| ------------------- | --------------------------------------------- |
| Payment methods     | Stored cards and bank accounts for autocharge |
| Autocharge settings | Whether invoices are charged automatically    |
| Tax exempt          | Tax exempt status used for tax calculation    |
| VAT/EIN             | Optional tax fields used if applicable        |

## Identifiers and integrations

Each customer has a unique **Customer ID** in Tabs. This is the reliable join key when working with Tabs exports, API responses, or cross-system reconciliation — don't rely on customer names alone.

When integrations are connected, Tabs also stores external IDs:

| Category     | Source                            |
| ------------ | --------------------------------- |
| CRM          | HubSpot, Salesforce, or other CRM |
| ERP          | Your connected ERP                |
| Payments     | Stripe                            |
| Tax Solution | Your configured tax provider      |

The **Source** field indicates which external systems a customer is synced with. A customer labeled `Created by HUBSPOT` in the Tabs app was created by your CRM sync, not manually.

## Related resources

* [Customer Ingestion](/customer-ingestion) — how customers enter Tabs and sync with your ERP
* [Create customer](api:POST/v3/customers) — API reference for customer creation
* [List customers](api:GET/v3/customers) — look up existing customer IDs