The contact ID for the customer. This will be used as the customer's External ID in Solatech's system.
Company_Name
String
The customer's company name.
Phone
String
The customer's phone number.
Email
String
The customer's email address.
Address1
String
The first line of the customer's address.
Address2
String
The second line of the customer's address.
City
String
The customer's city.
State
String
The customer's state.
Postal_Code
String
The customer's postal or zip code.
Country
String
The customer's country.
Contact_Source
String
The source for the customer, used as a Lead Source in Solatech's system.
User
Object
An object containing information about the sales rep that should be used for the customer. See Email below.
CustomData
Object
An object containing custom properties to identify the account and control how the customer is created. See CustomData below.
User
Name
Required
Type
Description
Email
Text
The email address for the sales rep.
CustomData
Name
Required
Type
Description
api_key
Text
The API key to use for validation.
apply_defaults
Boolean as Text
Indicates if new customers should have some defaults set as indicated by the account's customer defaults.
The default is "false".
apply_default_tax
Boolean as Text
Indicates if new customers should have the default tax settings applied.
The default is "false".
auto_add_lists
Boolean as Text
Indicates if list items should be automatically added to accounts if they don't exist. This applies to terms, appointment_type, location, customer_type, and alternate_installer.
The default is "false".
tax_exempt
Boolean as Text
Whether the customer is tax exempt. If the property is not included, the default is false.
This property is only used if apply_defaults is "false".
tax_code
Text
The name of the tax code to use. This is required if tax_exempt is supplied and set to false.
This property is only used if apply_defaults is false.
tax_exempt_reason
Number
The reason why the customer is tax-exempt. See Tax Exempt Reasons below. This is required if tax_exempt is set to true.
This property is only used if apply_defaults is false.
tax_exempt_details
Text
Additional details regarding the customer's tax-exempt status, if applicable.
This property is only used if apply_defaults is false.
terms
Text
The customer's terms.
This property is only used if apply_defaults is false.
location
Text
The customer's location.
This property is only used if apply_defaults is false.
installer
Text
The email address of the installer. A user with this email address must be attached to the account and must be in the installer list.
This property is only used if apply_defaults is false.
customer_discount_group
Text
The customer's discount group. The discount group must already exist to be used here.
This property is only used if apply_defaults is false.
customer_type
Text
The type of customer (such as 'retail').
This property is only used if apply_defaults is false.
appointment_type
Text
The customer's appointment type.
This property is only used if apply_defaults is false.
alternate_installer
Text
The name of the customer's alternate installer.
This property is only used if apply_defaults is false.
Boolean as Text: This means the value sent should be a boolean (true or false) however the data type of the object is text; Custom data only supports text. To send over a true value, send it as "true" instead of true.
Tax Exempt Reasons
Use an integer from the list below when the customer is tax-exempt.
Number
Description
1
Federal Government
2
State Government
3
Local Government
4
Tribal Government
5
Charitable Organization
6
Religious Organization
7
Educational Organization
8
Hospital
9
Resale
10
Direct Day Permit
11
Multiple Points of Use
12
Direct Mail
13
Agricultural Production
14
Industrial Production or Manufacturing
15
Foreign Diplomat
Example 1
When the customer is created, the customer defaults set in the account's settings will be applied.
{
"contact_id":"12345",
"company_name":"John's Business",
"first_name":"John",
"last_name":"Doe",
"email":"john@gmail.com",
"phone":"+1 123-456-7890",
"address1":"123 Main St",
"address2":"Apt 1",
"city":"Anytown",
"state":"NY",
"postal_code":"12345",
"country":"US",
"contact_source":"TV",
"user":{
"email":"xcjones@solatech-darious.com"
},
"customData":{
"api_key":"<your API key>",
"apply_defaults":"true"
}
}
Example 2
When the customer is created, the customer defaults set in the account's settings will not be applied. Instead, the new customer will have their terms set to "Net 10". If Net 10 is not in the account's list of terms, then it will be added.
{
"contact_id":"12345",
"company_name":"John's Business",
"first_name":"John",
"last_name":"Doe",
"email":"john@gmail.com",
"phone":"+1 123-456-7890",
"address1":"123 Main St",
"address2":"Apt 1",
"city":"Anytown",
"state":"NY",
"postal_code":"12345",
"country":"US",
"contact_source":"TV",
"user":{
"email":"xcjones@solatech-darious.com"
},
"customData":{
"api_key":"<your API key>",
"terms":"Net 10",
"auto_add_lists":"true"
}
}
Remarks
The email address used in the User object must match a sales rep that is already present in Solatech's system as a sales rep for the account the customer is being added to. The customer cannot be created without a valid sales rep.
In the CustomData object, apply_defaults and apply_default_tax are mutually exclusive. If both are supplied then apply_defaults will be used.
Response
Headers
None
Status Code
Code
Description
200 OK
The customer was successfully created.
400 Bad Request
The customer could not be created. The reason why will be returned.
401 Unauthorized
The API key is missing, invalid, disabled or does not have the correct scope.
Body
Details on the created customer are returned as of 11/25/25.