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Onboard customers quickly and efficiently with our streamlined customer creation process. This guide covers the essential steps for creating customer profiles and preparing them for service.

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Creating a Customer

Create a new customer with basic information: 
curl -X POST https://api.platnova.com/v1/customers \
  -H "X-API-KEY: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "first_name": "John",
    "last_name": "Doe",
    "email": "[email protected]",
    "phone": "+1234567890",
    "country_code": "US"
  }'

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Required Information

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Basic Details

  • First Name - Customer’s first name
  • Last Name - Customer’s last name
  • Email - Valid email address
  • Phone - Phone number with country code
  • Country Code - ISO country code (e.g., US, NG, GB)

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Optional Information

  • Date of Birth - For age verification
  • Address - Billing or residential address
  • Metadata - Custom data for your records

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Customer Response

{
  "status": true,
  "data": {
    "id": "customer_123",
    "first_name": "John",
    "last_name": "Doe",
    "email": "[email protected]",
    "phone": "+1234567890",
    "country_code": "US",
    "status": "approval_pending",
    "created_at": "2025-01-30T10:00:00Z"
  },
  "message": "Customer created successfully"
}

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Customer Status

After creation, customers typically start with “approval_pending” status. This means they’re created but may need KYC verification before they can receive services.

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Status Flow

  1. Approval Pending - Customer created, awaiting verification
  2. Active - Customer verified and can receive services
  3. Locked - Customer account is locked
  4. Restricted - Customer has restrictions on their account

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Next Steps After Creation

Once a customer is created, you can:
  • Issue cards to the customer
  • Create virtual accounts for the customer
  • Send payments to the customer
  • Track customer transactions

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Retrieving Customer Information

Get customer details at any time: 
curl -X GET https://api.platnova.com/v1/customers/{customer_id} \
  -H "X-API-KEY: YOUR_API_KEY"

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Listing Customers

View all your customers: 
curl -X GET https://api.platnova.com/v1/customers \
  -H "X-API-KEY: YOUR_API_KEY"

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Best Practices

  • Collect all required information during onboarding
  • Verify email addresses and phone numbers
  • Keep customer data up to date
  • Monitor customer status for compliance

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Next Steps