Authorizations
API token authentication using format <api token id>:<api client secret>
Body
multipart/form-data
CSV file containing customer information
Upload customers via CSV file
Customers
Upload customers via CSV file
Upload a CSV file containing customer information for bulk creation. The CSV file should follow a specific format with required and optional columns based on customer type.
CSV Format
The CSV file should have the following columns:
Required columns for all customers:
- umaAddress: The customer’s UMA address (e.g., $john.doe@uma.domain.com)
- platformCustomerId: Your platform’s unique identifier for the customer
- customerType: Either “INDIVIDUAL” or “BUSINESS”
Required columns for individual customers:
- fullName: Individual’s full name
- birthDate: Date of birth in YYYY-MM-DD format
- addressLine1: Street address line 1
- city: City
- state: State/Province/Region
- postalCode: Postal/ZIP code
- country: Country code (ISO 3166-1 alpha-2)
Required columns for business customers:
- businessLegalName: Legal name of the business
- addressLine1: Street address line 1
- city: City
- state: State/Province/Region
- postalCode: Postal/ZIP code
- country: Country code (ISO 3166-1 alpha-2)
Optional columns for all customers:
- addressLine2: Street address line 2
- platformAccountId: Your platform’s identifier for the bank account
- description: Optional description for the customer
Optional columns for individual customers:
- email: Customer’s email address
Optional columns for business customers:
- businessRegistrationNumber: Business registration number
- businessTaxId: Tax identification number
Example CSV
umaAddress,platformCustomerId,customerType,fullName,birthDate,addressLine1,city,state,postalCode,country,platformAccountId,businessLegalName
john.doe@uma.domain.com,customer123,INDIVIDUAL,John Doe,1990-01-15,123 Main St,San Francisco,CA,94105,US
acme@uma.domain.com,biz456,BUSINESS,,,400 Commerce Way,Austin,TX,78701,US
The upload process is asynchronous and will return a job ID that can be used to track progress.
You can monitor the job status using the /customers/bulk/jobs/{jobId} endpoint.
POST
Upload customers via CSV file