Create Customer

UiPath.QuickBooksOnline.IntegrationService.Activities.CreateCustomer

Description

Creates a customer in QuickBooks Online.

Project Compatibility

Windows | Cross-Platform

Configuration

• Display Name - The customer's name.
• Customer Company Name - The customer's company name.
• Email Address - The customer's email address.
• Phone Number - The customer's phone number.
• Customer Type - Customer type. Use the Find button to open the Get customer type search window.
• Payment method - Preferred payment method. Use the Find button to open the Get payment method search window.
• Customer - Includes the customer returned.

Advanced

Options

• Billing Address Line 1 - The first line of the billing address.
• Billing Address City - The city provided for the billing address.
• Billing Address Zip Code - The zip code provided for the billing address.
• Billing Address State/Province Code - The state or province code provided for the billing address.
• Billing Address Country - The country provided for the billing address.
• Shipping Address Line 1 - The first line of the shipping address.
• Shipping Address City - The city provided for the shipping address.
• Shipping Address Zip Code - The zip code provided for the shipping address.
• Shipping Address State/Province Code - The state or province code provided for the shipping address.
• Shipping Address Country - The country provided for the shipping address.
• Is Taxable Customer - Set this property to True if this customer is taxable. This field supports only Boolean variables.
• Customer Notes - Specify any customer notes. This field supports only Strings or String variables.
• Job - If set to true, this is a Job or sub-customer and Parent customer needs to be passed. If set to false or null, this is a top level customer, not a job or sub-customer.
• Bill With Parent - Parent customer reference. Use the Find button to open the Get customers search window. If a value is passed here, then the Job property must be set to true.
• Default Tax Code - Customer default tax code. Use the Find button to open the Get tax code search window.
• Currency - Customer currency reference. Use the Find button to open the Get currency search window.
• Sales Term - Sales terms reference. Use the Find button to open the Get term search window.
• Is Active Customer - Set this property to True if this customer is an active one.

Output

• Customer ID - The Customer ID.
• Sync token - The sync token for a record is used to ensure that it is locked for use by one app at a time and prevents modifications with older versions, guaranteeing that only the latest version is preserved.
• Customer - The Customer.