How to create a new Customer or Supplier.
| Field | Type | Description | |
|---|---|---|---|
| entity company_name | string | optional | |
| entity contact_name | string | optional | |
| entity building | string | optional | |
| entity address1 | string | optional | |
| entity address2 | string | optional | |
| entity town | string | optional | |
| entity county | string | optional | |
| entity country | string | Enter a country code as found here. | optional |
| entity postcode | string | optional | |
| entity email | string | optional | |
| entity phone1 | string | optional | |
| entity phone2 | string | optional | |
| entity fax | string | optional | |
| entity website | string | optional | |
| entity external_id | integer | optional | |
| supplier default_account_code | string | optional | |
| supplier default_vat_rate | string | optional | |
| supplier default_credit_terms | integer | optional | |
| customer default_account_code | string | optional | |
| customer default_vat_rate | string | optional | |
| customer default_credit_terms | integer | optional | |
| entity bankAccount | array | Optional bank details for the customer or supplier. | optional |
| bankAccount bankName | string | The name of the bank. | optional |
| bankAccount name | string | The name of the bank account. | optional |
| bankAccount sortcode | string | The sort code of the bank. | optional |
| bankAccount accountNumber | string | The bank account number. | optional |
| Field | Type | Description | |
|---|---|---|---|
| The return value | integer | The internal id of the entity | optional |
<?xml version="1.0" encoding="UTF-8"?> <SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="https://secure.clearbooks.local/api/accounting/soap/"> <SOAP-ENV:Header> <ns1:authenticate> <apiKey>yourApiKey</apiKey> </ns1:authenticate> </SOAP-ENV:Header> <SOAP-ENV:Body> <ns1:createEntity> <entity country="GB" building="12" address2="address2" phone2="phone2" fax="fax" website="website" external_id="1234" vat_number="" company_number=""> <customer default_account_code="1001001" default_vat_rate="0.20" default_credit_terms="30"/> <supplier default_account_code="2001001" default_vat_rate="0.20" default_credit_terms="30"/> <company_name>A new company</company_name> <contact_name>Mr Contact Person</contact_name> <address1>address1</address1> <town>town</town> <county>county</county> <postcode>postcode</postcode> <email>email@address.com</email> <phone1>01234 567890</phone1> </entity> </ns1:createEntity> </SOAP-ENV:Body> </SOAP-ENV:Envelope> |
<?xml version="1.0" encoding="UTF-8"?> <SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="https://secure.clearbooks.local/api/accounting/soap/"> <SOAP-ENV:Body> <ns1:createEntityResponse> <return>58</return> </ns1:createEntityResponse> </SOAP-ENV:Body> </SOAP-ENV:Envelope> |
Clear Books, registered with the Financial Conduct Authority (reg. no. 843585), delivers valued, comprehensive online accounting software for small businesses in the UK.