{"_id":"59cc3056235d480010a19547","category":{"_id":"59cc3054235d480010a1952c","version":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-01-30T23:48:59.817Z","from_sync":false,"order":4,"slug":"customer-profiles","title":"Customer Profiles"},"user":"54595f39df560c0800b40fc0","project":"54cc14d03be4370d0082ac5d","parentDoc":null,"version":{"_id":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":1,"createdAt":"2017-09-27T23:12:20.008Z","releaseDate":"2017-09-27T23:12:20.008Z","categories":["59cc3054235d480010a19528","59cc3054235d480010a19529","59cc3054235d480010a1952a","59cc3054235d480010a1952b","59cc3054235d480010a1952c","59cc3054235d480010a1952d","59cc3054235d480010a1952e","59cc3054235d480010a1952f","59cc3054235d480010a19530"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.9.0","version":"1.9.0"},"githubsync":"","__v":0,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2015-02-13T01:05:28.675Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":1,"body":"There are two ways to create Customer Profiles in Hosted Checkout Retail.\n\nYou can create a customer without performing a transaction, which is described in detail in [Creating Customer Profiles](doc:creating-customer-profiles).\n\nThe fastest and easiest way to create Customer Profiles is to simply accept payment for a transaction, then click Add to Customer. We will describe this method here.\n\nTo create a Customer Profile, first perform a payment transaction with the Customer.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/5yPReRHPQGmCY0rq9hBh_Txn%20Details%20-%20Chip%20-%20Complete.png\",\n        \"Txn Details - Chip - Complete.png\",\n        \"1156\",\n        \"906\",\n        \"#5ca4a4\",\n        \"\"\n      ],\n      \"caption\": \"Transaction Completed and Approved\"\n    }\n  ]\n}\n[/block]\nOnce the payment transaction has been completed, click the Add to Customer button. You will now be presented with the New Customer Dialog.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/caybOupBQC6NoHalxVVK_Customer%20-%20New%20Cust%20Dialog%20-%20Empty.png\",\n        \"Customer - New Cust Dialog - Empty.png\",\n        \"1158\",\n        \"1410\",\n        \"#5ba3a3\",\n        \"\"\n      ],\n      \"caption\": \"New Customer Dialog\"\n    }\n  ]\n}\n[/block]\nPopulate the form with the customer's details.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/EqQjMU7FQaKKNMabXUGd_Customer%20-%20New%20Cust%20Dialog%20-%20Details%20Entered.png\",\n        \"Customer - New Cust Dialog - Details Entered.png\",\n        \"1156\",\n        \"1408\",\n        \"#5ba1a1\",\n        \"\"\n      ],\n      \"caption\": \"New Customer Dialog - Details Entered\"\n    }\n  ]\n}\n[/block]\nWhen you have completed entering the details, click the Create button.\n\nA new Customer will be created from the details you provided, and you will be taken to the Customer Detail View - Transactions List for the new Customer. You will also see the transaction you just added to the Customer in the Customer's Transaction List.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/KLsZ50dNRwyS18OYqQsg_Customer%20-%20Transactions%20View.png\",\n        \"Customer - Transactions View.png\",\n        \"2506\",\n        \"1224\",\n        \"#fb746c\",\n        \"\"\n      ],\n      \"caption\": \"Transaction Added to New Customer\"\n    }\n  ]\n}\n[/block]\nYour new Customer has now been created and the original transaction you performed has been attached to the Customer.","excerpt":"","slug":"creating-customers-from-transactions","type":"basic","title":"Creating Customers from Transactions"}

Creating Customers from Transactions


There are two ways to create Customer Profiles in Hosted Checkout Retail. You can create a customer without performing a transaction, which is described in detail in [Creating Customer Profiles](doc:creating-customer-profiles). The fastest and easiest way to create Customer Profiles is to simply accept payment for a transaction, then click Add to Customer. We will describe this method here. To create a Customer Profile, first perform a payment transaction with the Customer. [block:image] { "images": [ { "image": [ "https://files.readme.io/5yPReRHPQGmCY0rq9hBh_Txn%20Details%20-%20Chip%20-%20Complete.png", "Txn Details - Chip - Complete.png", "1156", "906", "#5ca4a4", "" ], "caption": "Transaction Completed and Approved" } ] } [/block] Once the payment transaction has been completed, click the Add to Customer button. You will now be presented with the New Customer Dialog. [block:image] { "images": [ { "image": [ "https://files.readme.io/caybOupBQC6NoHalxVVK_Customer%20-%20New%20Cust%20Dialog%20-%20Empty.png", "Customer - New Cust Dialog - Empty.png", "1158", "1410", "#5ba3a3", "" ], "caption": "New Customer Dialog" } ] } [/block] Populate the form with the customer's details. [block:image] { "images": [ { "image": [ "https://files.readme.io/EqQjMU7FQaKKNMabXUGd_Customer%20-%20New%20Cust%20Dialog%20-%20Details%20Entered.png", "Customer - New Cust Dialog - Details Entered.png", "1156", "1408", "#5ba1a1", "" ], "caption": "New Customer Dialog - Details Entered" } ] } [/block] When you have completed entering the details, click the Create button. A new Customer will be created from the details you provided, and you will be taken to the Customer Detail View - Transactions List for the new Customer. You will also see the transaction you just added to the Customer in the Customer's Transaction List. [block:image] { "images": [ { "image": [ "https://files.readme.io/KLsZ50dNRwyS18OYqQsg_Customer%20-%20Transactions%20View.png", "Customer - Transactions View.png", "2506", "1224", "#fb746c", "" ], "caption": "Transaction Added to New Customer" } ] } [/block] Your new Customer has now been created and the original transaction you performed has been attached to the Customer.