Create a new customer
Customer can be created within Canopy with attached data managed in a secure and compliant way to facilitate providing the best service for products created through Canopy.
Body
Required
Create a new customer
-
customer_id
string The ID associated to be with the customer for future requests. If not provided on customer creation, Canopy will generate this field.
Format should match the following pattern:
^(?!can_).*$
. -
name_prefix
string Prefix to the customer's name.
-
name_first
string Required Customer's first name.
-
name_middle
string Customer's middle name.
-
name_last
string Required Customer's last name.
-
name_suffix
string Suffix to the customer's name.
-
phone_number
string Required Customer's phone number in E.164 format.
-
address_line_one
string Required Address line one.
-
address_line_two
string Address line two.
-
address_city
string Required Address city.
-
address_state
string Required Address state.
-
address_zip
string Required Five digit zipcode or nine digit 'ZIP+4'.
-
address_country_code
string ISO 3166-1 alpha-2 country code for the customer.
Values are
US
,GB
,CA
,AF
,AX
,AL
,DZ
,AS
,AD
,AO
,AI
,AQ
,AG
,AR
,AM
,AN
,AW
,AU
,AT
,AZ
,BS
,BH
,BD
,BB
,BY
,BE
,BZ
,BJ
,BM
,BT
,BO
,BA
,BW
,BV
,BR
,IO
,BN
,BG
,BF
,BI
,KH
,CM
,CV
,KY
,CF
,TD
,CL
,CN
,CX
,CC
,CO
,KM
,CG
,CD
,CK
,CR
,CI
,HR
,CU
,CY
,CZ
,DK
,DJ
,DM
,DO
,EC
,EG
,SV
,GQ
,ER
,EE
,ET
,FK
,FO
,FJ
,FI
,FR
,GF
,PF
,TF
,GA
,GM
,GE
,DE
,GH
,GI
,GR
,GL
,GD
,GP
,GU
,GT
,GG
,GN
,GW
,GY
,HT
,HM
,VA
,HN
,HK
,HU
,IS
,IN
,ID
,IR
,IQ
,IE
,IM
,IL
,IT
,JM
,JP
,JE
,JO
,KZ
,KE
,KI
,KR
,KW
,KG
,LA
,LV
,LB
,LS
,LR
,LY
,LI
,LT
,LU
,MO
,MK
,MG
,MW
,MY
,MV
,ML
,MT
,MH
,MQ
,MR
,MU
,YT
,MX
,FM
,MD
,MC
,MN
,ME
,MS
,MA
,MZ
,MM
,NA
,NR
,NP
,NL
,NC
,NZ
,NI
,NE
,NG
,NU
,NF
,MP
,NO
,OM
,PK
,PW
,PS
,PA
,PG
,PY
,PE
,PH
,PN
,PL
,PT
,PR
,QA
,RE
,RO
,RU
,RW
,BL
,SH
,KN
,LC
,MF
,PM
,VC
,WS
,SM
,ST
,SA
,SN
,RS
,SC
,SL
,SG
,SK
,SI
,SB
,SO
,ZA
,GS
,ES
,LK
,SD
,SR
,SJ
,SZ
,SE
,CH
,SY
,TW
,TJ
,TZ
,TH
,TL
,TG
,TK
,TO
,TT
,TN
,TR
,TM
,TC
,TV
,UG
,UA
,AE
,UM
,UY
,UZ
,VU
,VE
,VN
,VG
,VI
,WF
,EH
,YE
,ZM
, orZW
. -
ssn
string Social security number of the customer.
-
international_customer_id
string Any country-specific unique identifier for the customer.
-
email
string(email) Required The Customer's email address.
-
date_of_birth
string(date) Required Customer's date of birth in ISO 8601 format.
-
business_details
object -
assign_to_accounts
array[object] | null An array of existing accounts to which this Customer should be assigned. If left empty, the customer will not be assigned to any accounts, and can be later assigned to an account via the Update an existing customer route. Customers only become meaningful agents in Canopy's servicing system once they are assigned to accounts.
Not more than
100
elements.
curl \
-X POST https://sandbox-api.canopyservicing.com/customers \
-H "Authorization: Bearer $ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{"customer_id":"0x1234","name_prefix":"Dr.","name_first":"Miriam","name_middle":"Louise","name_last":"Trevino","name_suffix":"Jr","phone_number":"+14105556789","address_line_one":"12 Strawberry Road","address_line_two":"Suite 101","address_city":"Atlanta","address_state":"GA","address_zip":"99999-1000","address_country_code":"US","ssn":"888888888","international_customer_id":"9999999999","email":"marissa@protonmail.com","date_of_birth":"1985-06-20","business_details":{"business_legal_name":"Umbrella Corporation","doing_business_as":"Umbrella","business_ein":"888-88-8888"},"assign_to_accounts":[{"account_id":"31mNprzLd2bKl6koVna68ARM","customer_account_role":"PRIMARY","customer_account_external_id":"4465220133024156","customer_account_issuer_processor_config":{"spend_limit":8000000,"lithic":{"memo":"Primary College Card","type":"MERCHANT_LOCKED","state":"OPEN","card_program_token":"a5e38341-cc95-4a9b-a21c-751aeca67e9c"}}}]}'
{
"customer_id": "0x1234",
"name_prefix": "Dr.",
"name_first": "Miriam",
"name_middle": "Louise",
"name_last": "Trevino",
"name_suffix": "Jr",
"phone_number": "+14105556789",
"address_line_one": "12 Strawberry Road",
"address_line_two": "Suite 101",
"address_city": "Atlanta",
"address_state": "GA",
"address_zip": "99999-1000",
"address_country_code": "US",
"ssn": "888888888",
"international_customer_id": "9999999999",
"email": "marissa@protonmail.com",
"date_of_birth": "1985-06-20",
"business_details": {
"business_legal_name": "Umbrella Corporation",
"doing_business_as": "Umbrella",
"business_ein": "888-88-8888"
},
"assign_to_accounts": [
{
"account_id": "31mNprzLd2bKl6koVna68ARM",
"customer_account_role": "PRIMARY",
"customer_account_external_id": "4465220133024156",
"customer_account_issuer_processor_config": {
"spend_limit": 8000000,
"lithic": {
"memo": "Primary College Card",
"type": "MERCHANT_LOCKED",
"state": "OPEN",
"card_program_token": "a5e38341-cc95-4a9b-a21c-751aeca67e9c"
}
}
}
]
}
{
"customer_id": "0x1234",
"name_prefix": "Dr.",
"name_first": "Miriam",
"name_middle": "Louise",
"name_last": "Trevino",
"name_suffix": "Jr",
"phone_number": "+14105556789",
"address_line_one": "12 Strawberry Road",
"address_line_two": "Suite 101",
"address_city": "Atlanta",
"address_state": "GA",
"address_zip": "99999-1000",
"address_country_code": "US",
"ssn": "888888888",
"international_customer_id": "9999999999",
"email": "marissa@protonmail.com",
"date_of_birth": "1985-06-20",
"business_details": {
"business_legal_name": "Umbrella Corporation",
"doing_business_as": "Umbrella",
"business_ein": "888-88-8888"
},
"assign_to_accounts": [
{
"account_id": "31mNprzLd2bKl6koVna68ARM",
"customer_account_role": "PRIMARY",
"customer_account_external_id": "4465220133024156",
"customer_account_issuer_processor_config": {
"spend_limit": 8000000,
"lithic": {
"memo": "Primary College Card",
"type": "MERCHANT_LOCKED",
"state": "OPEN",
"card_program_token": "a5e38341-cc95-4a9b-a21c-751aeca67e9c"
}
}
}
]
}
{
"customer_id": "31mNprzLd2bKl6koVna68ARM",
"name_prefix": "Dr.",
"name_first": "Miriam",
"name_middle": "Louise",
"name_last": "Trevino",
"name_suffix": "Jr",
"phone_number": "+14105556789",
"address_line_one": "12 Strawberry Road",
"address_line_two": "Suite 101",
"address_city": "Atlanta",
"address_state": "GA",
"address_zip": "99999-1000",
"address_country_code": "US",
"ssn": "888888888",
"international_customer_id": "9999999999",
"email": "marissa@protonmail.com",
"date_of_birth": "1985-06-20",
"business_details": {
"business_legal_name": "Umbrella Corporation",
"doing_business_as": "Umbrella",
"business_ein": "888-88-8888"
}
}
{
"customer_id": "31mNprzLd2bKl6koVna68ARM",
"name_prefix": "Dr.",
"name_first": "Miriam",
"name_middle": "Louise",
"name_last": "Trevino",
"name_suffix": "Jr",
"phone_number": "+14105556789",
"address_line_one": "12 Strawberry Road",
"address_line_two": "Suite 101",
"address_city": "Atlanta",
"address_state": "GA",
"address_zip": "99999-1000",
"address_country_code": "US",
"ssn": "888888888",
"international_customer_id": "9999999999",
"email": "marissa@protonmail.com",
"date_of_birth": "1985-06-20",
"business_details": {
"business_legal_name": "Umbrella Corporation",
"doing_business_as": "Umbrella",
"business_ein": "888-88-8888"
}
}