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
-
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_).*$
. -
Prefix to the customer's name.
-
Customer's first name.
-
Customer's middle name.
-
Customer's last name.
-
Suffix to the customer's name.
-
Customer's phone number in E.164 format.
-
Address line one.
-
Address line two.
-
Address city.
-
Address state.
-
Five digit zipcode or nine digit 'ZIP+4'.
-
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
. -
Social security number of the customer.
-
Any country-specific unique identifier for the customer.
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The Customer's email address.
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Customer's date of birth in ISO 8601 format.
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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"
}
}