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How-to Guides

Adding a Customer

Almost all scenarios start by creating a Customer with a Site.

Step 1: Use the POST /customers endpoint to create a customer with their initial site.

Step 2 (Optional): If there are additional sites, use POST /sites to create them.

Example Request Body:

{
  "customerName": "Example Company Ltd",
  "customerReference": "CUST001",
  "sites": [
    {
      "siteName": "Head Office",
      "addressLine1": "123 Main Street",
      "city": "London",
      "postcode": "SW1A 1AA"
    }
  ]
}

Once you have a customer, the next step is to add the products and services sold to this customer as inventory items.