> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/forms/save-into-a-customer-profile.md).

# Save into a customer profile

Save form details against a customer record and create the profile if it does not exist.

Use this when a form submission should become part of the customer's record.

This is useful for trade applications, onboarding forms, and account requests.

### What this setting does

When **Save details into a customer profile** is enabled, Roadmap saves the submitted details against the customer.

If the customer profile does not exist yet, it is created.

> **Screenshot placeholder:** Form settings with **Save details into a customer profile** enabled inside **Advance Settings**.

### Enable customer profile saving

{% stepper %}
{% step %}

#### Open the form settings

From **Forms**, open **Settings** for the form.
{% endstep %}

{% step %}

#### Open Advance Settings

Expand the advanced options for the form.
{% endstep %}

{% step %}

#### Enable customer profile saving

Check **Save details into a customer profile**.
{% endstep %}

{% step %}

#### Save and run a test submission

Submit the form once and confirm the customer record updates as expected.
{% endstep %}
{% endstepper %}

### When to use it

Use this setting when you want to:

* keep application data tied to the customer
* create a profile from a submitted form
* reuse form data later in support or sales workflows

### Good setup habits

* Include a reliable customer identifier in the form.
* Keep field names consistent across related forms.
* Test with a new submission after changing the field list.

### Troubleshooting

#### The customer profile was not created

Check these first:

* the setting is enabled
* the form changes were saved
* the submission included enough data to identify the customer

#### The wrong details were saved

Review the form fields and run a fresh test submission.

### Related guides

* [Building with forms](/forms/building-with-forms.md)
* [Push to customer metafields](/forms/push-to-customer-metafields.md)


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