---
title: "Portal.io Integration: Customer Matching and Creation"
url: "https://help.psarev.io/en/article/portalio-integration-customer-matching-and-creation"
language: "en"
last_updated: "2026-06-26T13:17:49.144Z"
---

# Portal.io Integration: Customer Matching and Creation

Before building a quote or ticket, the integration must identify which Rev.io customer the accepted proposal belongs to. It attempts to match an existing customer first, using the following steps in order.

1.  **Exact email match:** Looks for a Rev.io contact whose email exactly matches the proposal's contact email. One match means that customer is used.
2.  **Email domain match:** If no exact email match is found, looks at the email domain. If every contact on that domain belongs to a single company, it links to that company. Common public domains such as gmail.com, yahoo.com, outlook.com, hotmail.com, and icloud.com are excluded from this step.
3.  **Company name match:** If no email or domain match is found, looks for a customer with the same company name.

What happens at the end of these steps depends on the result and your **Customer Creation Policy** setting.

| **Result** | *Policy = Auto-create (default)* | *Policy = Require Existing* |
| --- | --- | --- |
| **Exactly one customer matched by email or domain** | *Uses that customer.* | *Uses that customer.* |
| **Company name match found** | *Blocks and alerts you. A name match alone is not certain enough to link automatically. Confirm the right customer and it syncs on the next attempt.* | *Blocks and alerts.* |
| **More than one customer matched** | *Blocks and alerts you (ambiguous customer). Resolve which one is correct.* | *Blocks and alerts.* |
| **No customer found** | *Creates a new Rev.io customer from the proposal details and alerts you to review it.* | *Blocks and alerts you. Add the customer in Rev.io and it will sync on the next attempt.* |

### When a New Customer is Created

When the integration creates a new customer (Auto-create policy, no match found), it:

-   Creates the customer using the proposal's company name, email, and phone, plus the default customer details you configured during setup (bill profile, customer type, identity, and a placeholder address).
-   Creates a primary contact for that customer.
-   Sets the new customer's status to Open.
-   Writes a note on the customer asking you to review and complete the details. Portal.io does not provide a full address, so the address is a placeholder until you update it.
-   Alerts you that a new customer was created.

| **NOTE:** The default customer settings (bill profile, type, identity, and placeholder address) configured during setup are only used when a new customer is actually created. If you use the Require Existing policy, these settings are never needed. |
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