Customer Creation
'Customers' are profiles containing all information about a person billed by Ezypay. Everything from basic contact details to payment methods, subscriptions, invoices and transactions are linked and held in the 'customer profile'. Most of Ezypay's APIs require a customer ID to be provided in the request - this is a mandatory step for you to bill your customer.
Prerequisites
Verify your customer
Before creating a customer profile, integrators should have already validated the authenticity of each customer. A common practice is using 2-factor verification via email or SMS. This is to reduce the chance of fraudsters misusing your Ezypay integration.
Get started
Use the create customer API to onboard your customer into Ezypay.
- Provide the basic customer information in the response body.
- Retrieve the customer
id
from the response and store it for future billing.
{
"firstName": "Jane",
"lastName": "Doe",
"email": "Jane.Doe@gmail.com",
"referenceCode": "GYM1234",
"mobilePhone": "+6143215678"
}
{
"id": "55220ffc-bc5a-4f50-adaf-fa58c061ebd1",
"number": "EZY213000",
"referenceCode": "GYM1234",
"firstName": "Jane",
"lastName": "Doe",
"email": "Jane.Doe@gmail.com",
"companyName": null,
"mobilePhone": +6143215678,
"homePhone": null,
"gender": null,
"dateOfBirth": null,
"createdOn": "2024-03-10T20:10:54.895",
"address": null,
"metadata": null
}
Best practice
Suggested minimum information
Include the following information when creating a customer.
Parameters | Description | Why? | Mandatory |
---|---|---|---|
firstName | Billing customer first name | Basic customer information | Yes |
lastName | Billing customer last name | Basic customer information | Yes |
email | Billing customer email address | Required information to allow Ezypay to send notification to the correct email address. | Yes |
mobilePhone | Billing customer mobile number | Required information to allow Ezypay to contact the customer via SMS | No |
referenceCode | Customer number in the integrator's platform | Important for reconciling process and mapping of customer in both Ezypay and integrator's platform. | No |
Ensure customer information is updated
Whenever a customer updates their information in your platform, be sure to synchronise the update with the Ezypay system. This is to ensure any communication from Ezypay reaches the correct customer with the correct information.
Updated 30 days ago