Creating and Importing Customers

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

CreateCustomer creates a new Contact (i.e. individual customer) profile in the context of your Location/Sales Site. The contact is added to the default contact list associated with the location. The MobilePhone must be unique as it will be used to cross-reference what device to send SMS and MMS messages to.

You can also call the CreateMessage endpoint 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 CreateMessage - (https://dash.readme.com/project/everyware/v1.0/docs/create-message-rest)

INBOUND PARAMETERS

ParameterDescriptionRequired/Not
FirstNameFirst name of contact/customer to be addedREQUIRED
LastNameLast name of contact/customer to be addedREQUIRED
EmailEmail address of contact/customer to be addedOptional
MobilePhoneMobile phone number of the contact/customer.

This is used as Primary Phone for the contact by default.

Enter with no formatting, 10 digits max : (305)555-1212 = 3055551212
REQUIRED
SecondaryPhoneWork, home or other alternative phone number for the contact/customer.

Enter with no formatting, 10 digits max : (305)555-1212 = 3055551212
Optional
TitleJob Title of contact/customer to be added.Optional
CompanyNameDoing Business As (DBA) name of the company or location with which the contact should be affiliated.Optional
Address1Primary street address for customerOptional
Address2Secondary street address for customer (ex: apt, suite number)Optional
CityCity of customer/contact addressOptional
CountryCodeCountry for address of customer/contact to be added. "US" = United StatesOptional
StateCodeState for address of customer/contact to be added, in two letter format. "TX" = Texas.Optional
PostalCodeZip or postal code for contact addressOptional
ListIDThe List in which the contact will be placed.

All New Contacts will be added to their site’s Default (List) unless specified here otherwise.

Note: You can create, edit Lists and view List IDs for a site inside the portal on the Contacts > Manage Lists page.
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
ExternalIDUnique identifier Everyware can store, optionally. Information will populate the new customer's contact profile CustomerID field.Optional

🚧

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 Preview Images

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