Customer.Create

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Endpoint

Creates a customer/account. Account administrators only. The customer code is the primary key and must be supplied by the caller; the request fails if that code already exists. This endpoint creates the account profile record and a CourtCustomer row (copied from the tenant GUEST template when present, otherwise defaulted). Deeper provisioning (payment profiles, GUEST customer defaults, initial contacts, attorneys) is handled by the Registration flow.

Request Schema

Headers

Header Required Notes
X-Api-Key Required when tenant is not resolved by subdomain Resolves the tenant/customer database.
Authorization: Bearer {token} Required for authorized endpoints Get a token from Auth/Token or Session/Create.

JSON Body

Body type: CustomerCreateRequestDto

Field Type Required Notes
customerCode string Yes Customer code (account primary key). Must be unique.
name string Yes Account name.
fullName string No Account full/legal name.
attention string No
address1 string No
address2 string No
suite string No
city string No
state string No
zip string No
mailingStreet string No
mailingCity string No
mailingState string No
mailingZip string No
phone string No
fax string No
email string No Must be a valid email address when supplied.

Financial, payment, billing-terms, and internal accounting fields cannot be set through this endpoint.

This endpoint creates a CourtCustomer row so WinCopy can open the account (Maintain/Edit inner-joins CourtCustomer). It does not create an attorney. WinCopy customer search inner-joins Attorney on the customer code, so an account with no attorney row will not appear in WinCopy search results even though Customer/Get succeeds. After creating a customer here, create at least one attorney for that account (see Attorney.Create) before expecting WinCopy search to find it. Contacts still need to be created separately (see Contact.Create). The Registration flow provisions attorneys, contacts, and other WinCopy-required rows.

Request Sample

{
  "customerCode": "ACME01",
  "name": "Acme Law Group",
  "fullName": "Acme Law Group LLP",
  "attention": "Billing Dept",
  "address1": "123 Main St",
  "suite": "400",
  "city": "Los Angeles",
  "state": "CA",
  "zip": "90017",
  "phone": "2135550100",
  "fax": "2135550101",
  "email": "billing@acmelaw.example.com"
}

Expected Response Schema

Status Codes

Status Notes
200 OK Account created; the created account is returned.
400 Bad Request Validation failed (missing customerCode/name, invalid email, or duplicate customerCode).
403 Forbidden Caller is not an account administrator.

Success Body

Response type: CustomerLookupDto (see Get for fields).