Creating and Importing Customers

Access Endpoint URL: https://rest.everyware.com/api/Default/CreateCustomer [POST]

You can use the CreateCustomer method to generate a new Contact (i.e. individual customer) profile in the context of your Sales Site (location). The contact is automatically added to the default contact list associated with the location. The mobile phone number provided for the customer must be unique as it will be used to cross-reference which devices SMS and MMS messages should be sent to.

The CreateMessage endpoint can also be used to create a new contact. However, the amount of information associated with that contact will be limited.

📘

CreateMessage

Need to send a message quickly while adding a contact? Use the CreateMessage API- https://docs.everyware.com/docs/create-message-rest

Inbound Parameters

Parameters should be passed in a single JSON-body object.

ParameterDescriptionOptional/Required
FirstNameThe first name of the contact/customer to be added.Required
LastNameThe last name of the contact/customer to be added.Required
EmailThe email address of the contact/customer to be added.Optional
MobilePhoneThe mobile phone number of the contact/customer (10-digits max, no formatting). This is used as their Primary Phone Number by default.

Example: 3055551212
Required
SecondaryPhoneThe work, home, or alternative phone number of the contact/customer (10-digits max, no formatting).

Example: 3055551212
Optional
TitleThe job title of the contact/customer to be added.Optional
CompanyNameThe Doing Business As name of the company with which the contact/customer should be affiliated.Optional
Address1The primary street address for the contact/customer.Optional
Address2The secondary street address for the contact/customer. This is often an apartment/suite/unit number.Optional
CityThe city corresponding to the address of the the contact/customer.Optional
CountryCodeThe country code for the address of the contact/customer to be added.

Example: United States = "US"
Optional
StateCodeThe state code for the address of the contact/customer to be added.

Format: 2-letter code (TX, FL, etc.)
Optional
PostalCodeThe zip/postal code for the address of the contact/customer.Optional
ListIDThe ID of the List in which the contact/customer will be placed.

All new contacts are added to their sales site's Default (List) unless specified here.

You can create/edit Lists and view List IDs for a site via the Contacts > Manage Lists page in Portal.
Optional
CustomField1Custom field definitions apply to an entire site and can be used for various purposes.Optional
CustomField2Custom field definitions apply to an entire site and can be used for various purposes.Optional
CustomField3Custom field definitions apply to an entire site and can be used for various purposes.Optional
CustomField4Custom field definitions apply to an entire site and can be used for various purposes.Optional
CustomField5Custom field definitions apply to an entire site and can be used for various purposes.Optional
CustomField6Custom field definitions apply to an entire site and can be used for various purposes.Optional
CustomField7Custom field definitions apply to an entire site and can be used for various purposes.Optional
ExternalIDA unique identifier that Everyware can store. This information will populate the new contact/customer's CustomerID field on their profile.Optional

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Custom Contact Fields

Everyware offers possible 7 custom contact fields per business. Definitions for each custom field are set at the business level and apply to an entire business. If a custom field is included for a contact here, it will show on the contact's profile and apply wherever the business settings have designated it be used across various Everyware functions.

CreateCustomer Sample Code

{
    "FirstName": "John",
    "LastName": "Doe",
    "Email": "[email protected]",
    "MobilePhone": "3055551212",
    "SecondaryPhone": "5125555555",
    "Title": "Boss",
    "CompanyName": "Test Company",
    "Address1": "123 Main St",
    "Address2": "Apt B",
    "City": "Austin",
    "CountryCode": "US",
    "StateCode": "TX",
    "PostalCode": "78701",
    "ListID": "12345",
    "CustomField1": "Male",
    "CustomField2": "Married",
    "CustomField3": "",
    "CustomField4": "",
    "CustomField5": "",
    "CustomField6": "",
    "CustomField7": "",
    "ExternalID": ""
}
curl --location 'https://rest.everyware.com/api/Default/CreateCustomer' \
--header 'Authorization: Basic [xxx]' \
--header 'Content-Type: application/json' \
--data-raw ' {
 "FirstName": "John",
    "LastName": "Doe",
    "Email": "[email protected]",
    "MobilePhone": "3055551212",
    "SecondaryPhone": "5125555555",
    "Title": "Boss",
    "CompanyName": "Test Company",
    "Address1": "123 Main St",
    "Address2": "Apt B",
    "City": "Austin",
    "CountryCode": "US",
    "StateCode": "TX",
    "PostalCode": "78701",
    "ListID": "12345",
    "CustomField1": "Male",
    "CustomField2": "Married",
    "CustomField3": "",
    "CustomField4": "",
    "CustomField5": "",
    "CustomField6": "",
    "CustomField7": "",
    "ExternalID": ""
}'
{
"IsSuccess": true,
    "Message": "The customer has been successfully created.",
    "Data": 15987118,
    "OrderNumber": "",
    "SMSID": null
}

CreateCustomer Portal Results

When you've successfully added a customer, their Everyware profile is created under the list you specified and with the required data points you provided. You can see the contact in your site under Contacts, then select Edit to review the contact profile details.

1888

Customer Appears in Contact Lists

1027

Customer Contact Profile Contains Specified Details