Create a client
Last updated
Last updated
Attribute | Type | Description |
---|---|---|
Attribute | Type | Description |
---|---|---|
Content-Type
*
string
The content-type must always be set to application/json
.
Authorization
*
string
The API live
or test
key.
type
*
string
The type of client. Valid values are:
1. person
2. company
email
*
string
The client's email address.
mobile
string
The client's mobile number.
telephone
string
The client's telephone number.
externalId
string
A unique identifier that you can associate with the client. For example, this can be the client ID in your system.
joinedDate
string
The date and time when the client was registered with you. This is relevant for users that migrate existing customers. The format is YYYY-MM-DD
.
personDetails
object
Primary details for a client of type person
. This is required when the type
is person. Also, see the person details object below.
companyDetails
object
Primary details for a client of type company
. This is required when the type
is company. Also, see the company details object below.
metadata
object
Set of key-value pairs that you can associate with the client object. This is useful for storing additional information about the client in a structured format. You can specify up to 50 keys, with key names up to 40 characters long and values up to 500 characters long.
firstName
string
The client's first name.
(Required)
middleName
string
The client's middle name. (Optional)
lastName
string
The client's last name. (Required)
dob
string
The client's date of birth. The format is YYYY-MM-DD
. (Optional)
gender
string
The client's gender. Valid values include:
male
female
other
(Optional)
nationality
string
The client's nationality. This will be the two-letter country ISO code. (Optional)
birthCountry
string
The client's birth country. This will be the two-letter country ISO code. (Optional)
ssn
string
The client's SSN (Social Security Number). This is for US clients. (Optional)
socialInsuranceNumber
string
The client's Social Insurance Number. (Optional)
nationalIdentityNumber
string
The client's National Identity Number. (Optional)
taxIdentificationNumber
string
The client's Tax Identification Number (TIN). (Optional)
name
string
The client's name. (Required)
website
string
The client's website. (Optional)
registrationNumber
string
The client's registration or incorporation number. (Optional)
incorporationCountry
string
The client's incorporation country. This will be the two-letter country ISO code. (Optional)
incorporationType
string
The client's incorporation type. Valid values include:
sole_proprietorship
private_limited_company
public_limited_company
partnership
limited_partnership
limited_liability_partnership
holding_company
non_government_organization
non_profit_organization
governmental_entity
statutory_company
subsidiary_company
unlimited_partnership
unlimited_company
trust
charitable_incorporated_organization
chartered_company
cooperative
professional_association
other
(Optional)