customers

NEW

In short

Customers of companies managed on Pennylane.

This table is suited for incremental ingestion with an ETL tool. For standard data analysis, use schema pennylane.

A customer represents a customer of a company managed on Pennylane. Customers can be individuals or legal entities.

💡 In case the same individual or legal entity is a customer of multiple companies managed on Pennylane, they will be represented by multiple records that share similar metadata.

Available Columns

id

bigint

UNIQUE

Unique ID identifying the customer on Pennylane.

name

character varying

Customer's display name on Pennylane. This name may differ from the legal registration name.

company_id

bigint

Unique ID of the company on Pennylane, referring to companies.id.

company_name

character varying

Name of the company on Pennylane, referring to companies.name.

vat_rate

character varying

VAT rate applied to the customer, when applicable. This value acts as an automation rule and is used by the Pennylane OCR.
Examples: "FR_200", "FR_100", "extracom", "exempt"

plan_item_number

character varying

411 accounting plan item number associated with the customer.
Examples: "41100001", "411NORAUTO"

pnl_plan_item_number

character varying

Profit & Loss accounting plan item number, i.e. a class 7 account.
Examples: "701", "7094"

postal_code

character varying

Postal code of the customer. This value is sourced from an internal legal entity listing, when available.

country_alpha2

character varying

The country code associated with the customer addresss. This value is sourced from an internal legal entity listing, when available.
Examples: "FR", "IE", "GB"

city

character varying

City of the customer. This value is sourced from an internal legal entity listing, when available.

registration_number

character varying

Customer's official registration number, for example SIREN in France.

vat_number

character varying

VAT number of the customer, when applicable.

activity_code

character varying

For legal entity customsers, activity sector code as defined by INSEE, when available. This French nomenclature of economic activities, abbreviated NAF, is meant to simplify the organization of economic and social information.
Examples: "68.20B", "45.11Z", "81.10Z"

legal_name

character varying

For legal entity customers, legal name of the customer. This name may differ from the customer's display name.

registration_country_alpha2

character varying

Some legal entities may have a postal address in France (country_alpha2 = 'FR'), and a registration address in Ireland (reg_country_alpha2 = 'IE').
This column contains the registration country code, that together with the registration number, uniquely identifies legal entity customers.
Examples: "FR", "IE", "GB"

synchronized_at

timestamp without time zone

Date and time when the customer's information was last synchronized with Pennylane's application.

deleted_at

timestamp without time zone

Date and time when the customer was deleted from Pennylane's application.