💙Customers

An account in Plock represents one of your end customers — the companies or individuals that use your product. For example, a SaaS email marketing tool with two clients (Dentist Johnson and Retailer Acme) would have two accounts in Plock.

Account states

• Active: Currently operating, with active subscriptions

• Archived: Deactivated, no longer billed

• Pending: Identified in your database but not yet confirmed as a customer

Adding customers with automation

The easiest way to add customers is to connect Plock to your data sources. As customers appear in your database, Plock identifies them and lets you approve them as accounts — keeping your list in sync automatically.

Manually add a customer

You can add a customer manually by entering a few details (name, contact info, currency, etc.).

CSV import

During onboarding, you can bulk-import accounts (and their subscriptions) via CSV file. This is useful for migrating from a previous billing system.

Account groups

An account group is a parent-child relationship between accounts. A master account has one or more child accounts linked to it. When group billing is active, the billing run for the master account automatically includes all matching child accounts — their charges are consolidated into the same billing cycle rather than being invoiced independently.

This is useful for enterprise customers where multiple subsidiaries or departments share a commercial relationship with you but need their usage tracked separately.

How it works:

• Fixed fee items on the master subscription are billed on the master account's invoice

• Usage-based items are calculated per child account individually, then aggregated

• A child subscription is only included if it shares the same billing period and billing practice as the master — subscriptions that don't match are billed independently on their own schedule

To set up a group, assign the master account when creating or editing a child account.

External system identifiers

Accounts can be linked to external systems via their identifiers:

• CRM: Such as HubSpot or SalesForce

• ERP: Such as Fortnox or Kleer

These links enable automatic synchronisation of customer data between Plock and your other tools, and ensure invoices are dispatched to the correct debitor record in your accounting system.

Tags

Accounts support free-form tagging for categorisation and filtering — for example by industry, tier, or region.

Product adoption scores

If the Expand module is enabled, each account shows per-product adoption scores that reflect how actively the customer is using each of your products. These help customer success teams prioritise outreach and identify accounts ready for an upsell conversation.