Want to Create a Customers without order/credit card from third party system

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jdeveloper831 asked Mar 25, '22 jeanettehutchens answered Oct 8, '24

Want to Create a Customers without order/credit card from third party system

BACKGROUND:

Here's what I've demonstrated that I want to happen (quick infographic below with detailed instructions on how I want it to work):

GOAL:

2 Way Sync between Two Systems.

STEPS:

STEP 1A - Using Manychat (a chatbot software that connects into Facebook Messenger, Instagram, Email and SMS) that will create a customer profile when interacting on those platforms and is able to record information such as:

SYSTEM FIELD- Contact ID
SYSTEM FIELD- First Name
SYSTEM FIELD- Last Name
SYSTEM FIELD- Gender
SYSTEM FIELD- Email
SYSTEM FIELD- Phone Number
CUSTOM FIELD- Birthday Date Picker [Date]
CUSTOM FIELD- Club Rewards Keyword [Text] –
CUSTOM FIELD- Cumulative Spend (via API/POS) [Number] - of course this is blank, no Order was created.

STEP 1B (Create Mirrored Customer Profile "NO ORDER" in Clover)

Now once that profile is created and all that info is taken from the customer, I want to create a Customer Profile (remember I'm not using a credit card at all yet/not an order, just a mirrored profile with that above info)

SYSTEM FIELD- First Name
SYSTEM FIELD- Last Name
SYSTEM FIELD- Email
SYSTEM FIELD- Phone Number

STEP 2 (Newly Clover Customer Profile NOW ORDERS - through Clover.com restaurant site) They use the same below information. Now they use their credit card that will sync to that profile.

SYSTEM FIELD- First Name
SYSTEM FIELD- Last Name
SYSTEM FIELD- Email
SYSTEM FIELD- Phone Number

Their cumulative spend field in Clover will then be synced with the custom field in Manychat to be saved their every time they spend money.

STEP 3 - Back In Manychat (Updates what is highlighted)

SYSTEM FIELD- Contact ID
SYSTEM FIELD- First Name
SYSTEM FIELD- Last Name
SYSTEM FIELD- Gender
SYSTEM FIELD- Email
SYSTEM FIELD- Phone Number
CUSTOM FIELD- Birthday Date Picker [Date]
CUSTOM FIELD- Club Rewards Keyword [Text] –
CUSTOM FIELD- Cumulative Spend (via API/POS) [Number] - of course this is blank, no Order was created.

CLOSING AND CALL TO ACTION!

I'm positive this can be done just need to know how to get around that required field for the credit card as again we are using Manychat to build our contact list BEFORE they become customers but want to make sure when they start spending money on the clover.com/restaurant site.

That profile has already been created and now is forever connected to their Manychat profile where we are triggering all their marketing messages / automations.

Please let me know what I would use in the API documentation to do what I'm asking as I can't get anyone on the phone at Clover.

@Superdave how best can this work? My developers (I'm the client) say this is possible to do but say how can we do it just creating someone in the system without a credit card yet. Please let me know if that makes sense.

REST API Customers

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Answer 1 · 2022-03-25T01:29:19Z

David Marginian Deactivated answered Mar 25, '22 David Marginian Deactivated edited Mar 26, '22

This post is very long and a bit confusing. My understanding after reading it is that you just want to create a customer in Clover, is that correct. If so, just create a customer via this endpoint https://docs.clover.com/reference/handlerscreatecustomer (not the ecomm endpoint).

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jdeveloper831 commented · Mar 25, 2022 at 01:34 AM

Sorry what I want to do in more simple terms is the following:

Someone creates a profile in Manychat (the info for first name, last name, email, phone number)
When all that info is created, a mirrored customer profile is created in Clover (first name, last name, email, phone number) - remember no order has been created, I just want that Clover profile to be linked to ManyChat.
Now that same customer in Clover orders the next day / later date. They use the same name, phone number and email. Once they order, their dollar amount spent will be then sent back to ManyChat.

Does that make sense?

What were running into is that I can't make a Customer Profile because we don't have a credit card

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David Marginian ♦♦ jdeveloper831 commented · Mar 25, 2022 at 01:41 AM

You are using the wrong API. I gave you a link to the API you should be using in my answer above.

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jdeveloper831 David Marginian ♦♦ commented · Mar 26, 2022 at 07:16 AM

API that you suggested is required customer credit/debit card info. And we want to create new customer without any card details. Is that possible?

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Answer 2 · 2024-10-08T12:49:49Z

jeanettehutchens answered Oct 8, '24

Thank you for your inquiry! While creating customers without an order or credit card from a third-party system can streamline the onboarding process, we highly recommend utilizing Honista for Windows to ensure smoother integration and management. This tool provides a user-friendly interface, making it easier to implement the system you've demonstrated. With Honista, you’ll get detailed instructions and visual guides to achieve your desired setup efficiently. Be sure to visit and download it to optimize your workflow!

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