Create Customer

This endpoint creates a new customer record in the CRM system. It supports creating individual customer profiles with personal, identification, and contact details.

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Request Body

The request body contains customer details required to create a new customer record.

Request Body Fields

  • customer_type: Type of customer (for example, Individual or Company).
  • first_name: Customer’s first name.
  • last_name: Customer’s last name.
  • middle_name: Customer’s middle name, if applicable.
  • suffix: Name suffix (for example, Jr., Sr.), if applicable.
  • ssn: Social Security Number of the customer.
  • email_id: Email address of the customer.
  • dl_number: Driver’s license number.
  • govt_id_no: Government-issued identification number.
  • date_of_birth: Customer’s date of birth in YYYY-MM-DD format.
  • phone: Primary phone number of the customer.
  • customer_group: Customer group classification.
  • territory: Territory associated with the customer.
  • contact: Existing contact reference, if available.
  • duplicate_status: Duplicate check status indicator.

Example Body

{
  "customer_type": "Individual",
  "first_name": "Emma",
  "last_name": "Wilson",
  "middle_name": "",
  "suffix": "",
  "ssn": "123956723",
  "email_id": "[email protected]",
  "dl_number": "67676767",
  "govt_id_no": "7878676867",
  "date_of_birth": "1996-02-01",
  "phone": "+987654322334",
  "customer_group": "Individual",
  "territory": "United States",
  "contact": null,
  "duplicate_status": ""
}

Response Body Fields

  • session_expired: Indicates session state during the request
    • 1 = Session expired or refreshed
    • 0 = Session active
  • message: Unique identifier of the newly created customer record.

Example Response

{
  "session_expired": 1,
  "message": "2026-00053"
}
Body Params
string
required
Defaults to Individual

Type of the Customer

string
Defaults to emma

First Name of the Customer

string
Defaults to Wilson

Last Name of the Customer

string

Middle Name of the Customer

string
string
Defaults to 123956723

SSN of the Customer

string
Defaults to [email protected]

email of the Customer

string
Defaults to 67676767
string
Defaults to 7878676867
string
Defaults to 1996-02-01
string
Defaults to 987654322334
string
Defaults to Individual
string
Defaults to United States
string
Defaults to null
string
string
Response
200
Language
Credentials
Header
URL
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Response
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