Add Customer

Register customers in the org’s loyalty program or register their identifiers across sources such as InStore, Facebook,Webengage, WeChat, Martjack, TMall, Taobao, JD, ecommerce, Line, Website, and Mobile app. You can issue loyalty card to customers, add customer-level extended and custom field details.

The API functions as follows -

  • If you try registering an identifier that exists in a different source, a new source account is added to the existing account. Details of each source account will be maintained separately.

  • In a source account, identifiers should be unique - no two customers can have the same identifier.

  • You cannot update existing customer details with this API. To update customer details, use the customer update API; to update identifiers, use the Update Identifier API.

Note

  • Hovering over the profile picture on the Member Care home page shows the customer's account ID.

  • The last part of the URL containing numbers represents the customer ID, or ID. The system generates this internal ID when it registers the customer. For example, the URL https://{host}/member-care/ui/customer/177217505, 177217505 is the ID or the customer ID.

  • The mandatory attributes for customer registration are determined by the configurations set in Organization Settings > Miscellaneous > Registration Configuration. Be sure to check your organization's configurations before using this API. For more details, refer to Setup Customer.

  • Extended fields are mapped to vertical IDs, which are then mapped to organization IDs.

Rate Limit

RegionDefault Limit (RPM)
Asia-2 (Singapore)100
Asia-1 (N. Virginia)600
EMEA (Ireland)100

API endpoint example

`<https://eucrm.cc.capillarytech.com/v2/customers

Prerequisites

  • Authentication: Basic or OAuth authentication details
  • Access group resource: Write access to customer group resource
  • Different sources (FACEBOOK, WEB_ENGAGE, WECHAT, INSTORE, MARTJACK, TMALL, TAOBAO, JD, ECOMMERCE, WEBSITE, LINE) as supported by your organisation
  • Account IDs in which you want to register customers (for sources with multiple accounts such as WeChat, Line and Facebook)
  • Set default customer status label for your organisation

📘

Extended Fields are proposed fields used to standardize input values and keys across organisations (unlike custom fields that have no control in input values). Platforms back-end team controls the field names, data-types, enum values, and scopes of extended fields. Extended Fields are created at customer level, transaction level, and transaction line-item level. Examples of customer level extended fields are age_group, preferred_store, gender, and nationality. Extended fields are either associated with verticals or a generic category (available for all orgs). To know the list of extended fields enabled for an org, use GET v2/extendedFields API.

Header information

HeaderDescription
USER-CONTEXT-ENTITY-TYPEIf required, add entity information of the user who is adding or updating this info.
USER-CONTEXT-ENTITY-IDIf required, add entity ID information of the user who is adding or updating this info.
USER-CONTEXT-ENTITY-SOURCEIf required, add source information of the user who is adding or updating this info.
USER-CONTEXT-ENTITY-SOURCE-IDIf required, add source ID information of the user who is adding or updating this info.

For more information, refer to the user context section in the Audit Details documentation.

Resource information

URIcustomers
HTTP methodPOST
Pagination supported?NA
Rate limitNA
Batch supportNA

Request Body Parameters

Parameter NameData TypeDescription
associatedWithStringTill code associated with the customer.
profilesObjectObject that contains details about the customer information, identifiers, and communication channels.
- firstNameStringFirst name of the customer. Note: The character limit for first names is 100. Characters exceeding this limit is ignored by the system.
- lastNameStringLast name of the customer. Note: The character limit for last names is 100. Characters exceeding this limit is ignored by the system.
- identifiers*ObjectObject containing the identifier type and its value. Values: mobile, email, externalId.
-- type*StringMode of communication with the customer. Values: mobile, email.
-- value*StringValue of the identifier. Note: Enter the mobile number with the country code for mobile. The character limit for an email can go up to 255 characters. Characters exceeding this limit is ignored by the system.
-- seriesIdNumberSeries to which the loyalty card belongs.
-- statusLabelStringThe status of the loyalty card. Example: ACTIVE, INACTIVE, EXPIRED
- commChannelsObjectObject containing the details of the mode of communication with the customer.
-- typeStringMode of communication with customer. The values: mobile, email, cardnumber.
-- valueStringValue of the type of communication.
-- primaryStringIndicates if the communication type is the primary contact.
-- verifiedStringIndicates if this communication type is verified.
-- metaObjectContains meta information of the customer.
--- residenceStringIndicates if the communication channel is for residence.
- fieldsObjectCustom fields related to the customer and supported by your org.
-- employeeStringIndicates whether the customer is an employee.
-- dateofbirthStringDate of birth of the customer.
- source*StringSource from where the customer was created. Values: FACEBOOK, WEB_ENGAGE, WECHAT, INSTORE, MARTJACK, TMALL, TAOBAO, JD, ECOMMERCE, WEBSITE, LINE, MOBILE_APP.
- accountIdStringUnique account ID of the customer.
extendedFieldsObjectObject containing the extended field information.
-- genderStringGender of the customer.
-- cityStringCity where the customer resides.
-- stateStringState where the customer resides.
-- areaStringArea where the customer resides.
-- zipStringZIP code of the customer's location.
loyaltyProgramEnrollmentsObjectObject containing the details of the loyalty program into which the customer is enrolled.
-- programIdNumberUnique ID for the program into which the customer is enrolled.
-- tierNumberNumberTier in the loyalty program to which the customer belongs. For example, 1 for the lowest tier, 2 for the subsequent tier, and so on.
-- loyaltyPointsNumberLoyalty points to be added to the customer's account.
-- tierExpiryDateStringExpiry date of the customer's tier in the loyalty program. Supported format:YYYY-MM-DDTHH:MM:SS+/-(time-zone).
-- pointsExpiryDateStringExpiry date of the customer's loyalty points. Supported format:YYYY-MM-DDTHH:MM:SS+/-(time-zone).
referralCodeStringUnique code generated for the referrer for a specific campaign.
statusLabelStringSpecifies a custom name for the customer status.
A customer status defines the relationship between a brand and a customer, with options such as Active, Suspended, Deleted, Fraud suspected, Fraud confirmed, Internal, and Pending deletion. You can assign a custom name to any customer status. For more details, Custom label and customer status.

{
    "profiles": [
        {
            "firstName": "Customer_add_1",
            "lastName": "Test123",
            "identifiers": [
                {
                    "type": "mobile",
                    "value": "8795779625"
                },
                {
                    "type": "email",
                    "value": "[email protected]"
                }
            ],
            "commChannels": [
                {
                    "type": "mobile",
                    "value": "8795779625",
                    "primary": "true",
                    "verified": "true",
                    "meta": {
                        "residence": "true"
                    }
                },
                {
                    "type": "email",
                    "value": "[email protected]",
                    "primary": "true",
                    "verified": "true",
                    "meta": {
                        "residence": "true"
                    }
                }
            ],
            "fields": {},
            "source": "INSTORE"
        }
    ],
    "extendedFields": {},
    "loyaltyProgramEnrollments": [
        {
            "programId": 469,
            "tierNumber": 1,
            "loyaltyPoints": 0,
            "tierExpiryDate": "2024-05-11T16:36:17+05:30",
            "pointsExpiryDate": "2024-05-11T16:36:17+05:30"
        }
    ],
    "referralCode": ""
}
{
  "loyaltyInfo": {
    "loyaltyType": "loyalty"
  },
  "associatedWith": "bukl.till",
  "profiles": [
    {
      "firstName": "Mark12",
      "lastName": "Twain",
      "identifiers": [
        {
          "type": "mobile",
          "value": "919804542631"
        },
        {
          "type": "cuid",
          "value": "cuid_919804542631"
        },
        {
          "type": "unionId",
          "value": "unionId_919804542631"
        }
      ],
      "commChannels": [
        {
          "type": "mobilePush",
          "meta": {
            "lastViewedDate": "2019-10-10T22:04:38+05:30",
            "residence": false,
            "office": false
          },
          "verified": "true",
          "primary": "true",
          "value": "abc123456"
        },
        {
          "type": "mobile",
          "value": "919804542631",
          "primary": true,
          "verified": true,
          "meta": {
            "lastViewedDate": "",
            "residence": true,
            "office": false
          }
        }
      ],
      "source": "MOBILE_APP",
      "accountId":"testmobilepush1",
      "fields": {
        "employee": "true",
        "dateofbirth": "22-10-2000"
      }
    }
  ],
  "extendedFields": {
    "gender": "Male",
    "city": "Bangalore"
  },
  "loyaltyProgramEnrollments": [
    {
      "programId": 469,
      "tierNumber": 1,
      "loyaltyPoints": 75,
      "tierExpiryDate": "2025-02-11T16:36:17+05:30",
      "pointsExpiryDate": "2025-02-11T16:36:17+05:30"
    }
  ]
}
{
    "profiles": [
        {
            "firstName": "Mark",
            "lastName": "Twain",
            "identifiers": [
                {
                    "type": "email",
                    "value": "[email protected]"
                },
                {
                    "type": "line",
                    "value": "Ud7b7ec422d4914011f9c14b51ff48519"
                }
            ],
            "commChannels": [
                {
                    "type": "line",
                    "value": "Ud7b7ec422dd34914011f9c14b51ff48519",
                    "primary": "true",
                    "verified": "true",
                    "meta": {
                        "residence": "true"
                    }
                }
            ],
            "fields": {
                "gender": "",
                "city": ""
            },
            "source": "LINE",
            "accountId": "2001914141242"
        }
    ],
    "extendedFields": {},
    "referralCode": ""
}
{
    "profiles": [
        {
            "firstName": "Tom",
            "lastName": "Sawyer",
            "identifiers": [
                {
                    "type": "email",
                    "value": "[email protected]"
                },
                {
                    "type": "mobile",
                    "value": "4567890"
                },
                {
                    "type": "cardnumber",
                    "value": "12345678",
                    "seriesId": 73,
                    "statusLabel": "ACTIVE",
                    "extendedFields": {
                        "custom_card_name": "Mystays"
                    }
                }
            ],
            "fields": {
                "kanjifirstname": "Tom",
                "kanjilastname": "Sawyer",
                "email2": "[email protected]",
                "mobile2": "806794111",
                "fax": "12345678",
                "customer_address": "abc123"
            },
            "source": "INSTORE",
            "commChannels": [
                {
                    "type": "email",
                    "value": "[email protected]",
                    "primary": true,
                    "verified": true,
                    "subscribed": true,
                    "meta": {}
                }
            ]
        }
    ],
    "extendedFields": {
        "zip": "123456",
        "area": "Test1",
        "city": "Test2",
        "state": "Test3",
        "country_of_residence": "Japan",
        "gender": "Male",
        "dob": "1988/05/10",
        "acquisition_channel": "Microsite",
        "preferred_language": "Japanese"
    }
}
{
    "profiles": [
        {
            "identifiers": [
                {
                    "type": "externalId",
                    "value": "879577211225"
                }
            ],
            "source": "INSTORE"
        }
    ]
}
{
    "profiles": [
        {
            "firstName": "Customer_add_23",
            "lastName": "Test123",
             "identifiers": [
                {
                    "type": "mobile",
                    "value": "8795772341"
                },
                {
                    "type": "email",
                    "value": "[email protected]"
                },
                {
                    "type": "cardnumber",
                    "value": "12345678",
                    "seriesId": 73,
                    "statusLabel": "ACTIVE",
                    "extendedFields": {
                        "custom_card_name": "Mystays"
                    }
                }
            ],
            "commChannels": [
                {
                    "type": "mobile",
                    "value": "8795772141",
                    "primary": "true",
                    "verified": "true",
                    "meta": {
                        "residence": "true"
                    }
                },
                {
                    "type": "email",
                    "value": "[email protected]",
                    "primary": "true",
                    "verified": "true",
                    "meta": {
                        "residence": "true"
                    }
                }
            ],
            "fields": {
                
                "employee": "true",
        "dateofbirth": "22-10-2000"
            },
            "source": "INSTORE"
        }
    ],
    "extendedFields": {
        "acquisition_channel": "Facebook"
        
    },     
    
    "referralCode": "",
    "statusLabel":"active-1"
}

Response parameters

ParameterData TypeDescription
createdIdLongInternally generated customer ID after successful creation of the customer.
warningsObjectAn object containing warning details, if any.
- statusBooleanIndicates if the warning status is true or false.
- codeNumberThe code associated with the warning.
- messageStringThe message describing the warning.
sideEffectsObjectA resultant object created after the successful creation of a customer.
{
    "createdId": 556844761,
    "warnings": [
        {
            "status": false,
            "code": 8107,
            "message": "Default customer status label not set"
        }
    ],
    "sideEffects": []
}
{
    "createdId": 555594290,
    "warnings": [
        {
            "status": false,
            "message": "Default customer status label not set",
            "code": 8107
        }
    ],
    "sideEffects": [
        {
            "entityType": "USER",
            "rawAwardedPoints": 75.000,
            "awardedPoints": 75,
            "type": "points"
        }
    ]
}
{
    "createdId": 578697565,
    "warnings": [],
    "sideEffects": []
}
{
    "createdId": 423799201,
    "warnings": [],
    "sideEffects": [
        {
            "entityType": "USER",
            "rawAwardedValue": 110.000,
            "alternateCurrencyIdentifier": "rgpws7",
            "alternateCurrencyName": "ac1",
            "awardedValue": 110,
            "type": "alternate_currency"
        }
    ]
}
{
    "createdId": 84230125,
    "warnings": [],
    "sideEffects": [
        {
            "entityType": "USER",
            "rawAwardedPoints": 100.000,
            "awardedPoints": 100,
            "type": "points"
        }
    ]
}
{
    "createdId": 557669379,
    "warnings": [
        {
            "message": "supplementary program expiry is before membership expiry",
            "code": 1302,
            "status": false
        }
    ],
    "sideEffects": [
        {
            "entityType": "USER",
            "rawAwardedPoints": 200,
            "awardedPoints": 200,
            "type": "points"
        },
        {
            "id": 1239575031,
            "entityType": "USER",
            "couponType": "PE",
            "couponCode": "JQI7S8P8",
            "validTill": "2025-07-29T23:59:59Z",
            "description": "Welcome Offer - 10% flat discount",
            "discountCode": "NO_VALUE",
            "trimmedCouponCode": "JQI7S8P8",
            "type": "coupon"
        },
        {
            "id": 1239575032,
            "entityType": "USER",
            "couponType": "PE",
            "couponCode": "2742942949",
            "validTill": "2024-09-27T23:59:59Z",
            "description": "DSG - $5 Coupon",
            "discountCode": "NO_VALUE",
            "trimmedCouponCode": "2742942949",
            "type": "coupon"
        }
    ]
}

API-specific error codes

Error codeDescription
3217Source is invalid.
8006Customer already exists for same source.
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