Create customer
Create a new customer, who you can send money to and receive money from.
Headers
Your API credentials. Eg. Basic {credentials}
.
Use this header to select an API version
2024-07-30
Body
Legal name
"John Doe"
Address
{
"line1": "7500 Bluewater Rd NW",
"town": "Albuquerque",
"state": "NY",
"postcode": "87121",
"country": "US"
}
Tax status applicable to customer. Can be one of TAXED, TAX_EXEMPT or REVERSE_CHARGED. The default is TAXED.
TAXED
, TAX_EXEMPT
, REVERSE_CHARGED
"TAXED"
Contacts to create for this customer. This will replace all existing contacts for this customer. Needs atleast one Contact with a billing preference of 'PRIMARY'
[
{
"name": "John Smith",
"email": "john.smith@example.com",
"billingPreference": "PRIMARY"
},
{
"name": "Anna Smith",
"email": "anna.smith@example.com",
"billingPreference": "STANDARD"
},
{
"name": "Penny Smith",
"email": "penny.smith@example.com",
"billingPreference": "NONE"
}
]
URL
"https://example.com/"
Label
"Example customer"
Customer aliases
["b1c87177-088a-40ec-8917-9809343f3f9c"]
IDs in external integrations
[
{ "service": "Xero", "id": "123456789" },
{
"service": "Stripe",
"id": "cus_OCtCxqQDgu1uX9"
},
{ "service": "HubSpot", "id": "123456789" }
]
ID of a parent customer. Populate this field to create a new customeras a child customer of another, existing customer.
"50af5191-05a3-42a5-802a-6b59091157af"
Automatically create customer in these linked integrations
Xero
["Xero"]
Customer status:
- DRAFT means the customer has been extracted from a contract and has not yet been approved. It cannot be used while it is in DRAFT.
- ACTIVE is the default state when a customer is created via API or dashboard.
DRAFT
, ACTIVE
"ACTIVE"
Response
Unique ID
"e309e948-088e-4d77-b654-cd85498f1555"
Time at which the customer was initially created, in ISO 8601 format
"2021-01-02T10:55:00Z"
Organizations that this customer is a member of
[
{
"id": "c0dc4e79-ec52-4811-8cf5-addb2527915c",
"owner": {
"id": "50af5191-05a3-42a5-802a-6b59091157af",
"name": "FinTech Solutions Inc."
},
"members": [
{
"id": "e309e948-088e-4d77-b654-cd85498f1555",
"name": "Fintech Payment Processing"
},
{
"id": "50af5191-05a3-42a5-802a-6b59091157af",
"name": "Fintech Lending Services"
}
]
}
]
Legal name
"Fintech Payment Processing"
Address
{
"line1": "7500 Bluewater Rd NW",
"town": "Albuquerque",
"state": "NY",
"postcode": "87121",
"country": "US"
}
External services which are linked to this customer
[
{
"service": "Xero",
"id": "2aaff66f-ef30-4599-b192-c168fd4cd226",
"lastSynced": "2024-03-28T16:47:00Z",
"isPending": false
},
{
"service": "Stripe",
"id": "cus_OCtCxqQDgu1uX9",
"lastSynced": "2024-03-28T16:47:00Z",
"isPending": false
}
]
Tax status applicable to customer. Can be one of TAXED, TAX_EXEMPT or REVERSE_CHARGED. The default is TAXED.
TAXED
, TAX_EXEMPT
, REVERSE_CHARGED
"TAXED"
Contacts for this customer
[
{
"id": "9a1e38a9-4dc9-776f-f974-4e7ee9f4d6cc",
"name": "John Smith",
"email": "john.smith@example.com",
"billingPreference": "NONE",
"createdAt": "2022-06-28T16:47:00Z",
"updatedAt": "2022-06-28T16:47:00Z",
"archivedAt": "2023-06-28T16:47:00Z"
}
]
Customer status:
- DRAFT means the customer has been extracted from a contract and has not yet been approved. It cannot be used while it is in DRAFT.
- ACTIVE is the default state when a customer is created via API or dashboard.
DRAFT
, ACTIVE
"ACTIVE"
URL
"https://example.com/"
Customer's primary domain name
"example.com"
Label
"Example customer"