Use Cases
- Reuse Existing Profile: Search for an existing customer profile to reuse when creating a new CRP
- Profile Selection: Find profiles that match specific criteria before linking them to a main customer
- Data Consistency: Ensure consistency by using existing, validated profiles for new CRPs
Path Parameters
-
type— The customer type to search for.- Required: Yes
- Enum:
INDIVIDUALorCORPORATE - Example:
INDIVIDUAL
-
mainCustomerId— The ID of the main customer to which the CRP will be associated.- Required: Yes
- Type: Number
- Example:
1234
Query Parameters
searchString— The name or partial name of the profile to search for.- Required: No
- Type: String
- Example:
Aiden
Headers
x-domain— Domain identifier for the request.- Required: Yes
- Type: Number
- Example:
1
Response Fields
The response contains a paginated list of customer candidates matching the search criteria.Key Fields to Extract
When creating a CRP with an existing profile, you’ll need to extract these fields from the response:customerCandidate.profileId— The unique identifier of the profile (required for CRP creation)customerCandidate.profileReferenceId— The reference ID of the profilecustomerCandidate.particular— Complete particular information (synced with original profile)customerCandidate.other— Other information (carried over but not synced)
Important Notes
Search Behavior
- If
searchStringis not provided, all profiles matching the type will be returned - The search is typically case-insensitive and supports partial matches
- Results are paginated and sorted by creation date (most recent first)
Next Steps
After retrieving the profile:- Extract the
profileIdandprofileReferenceIdfrom the response - Use these values in the Create CRP request
- Include the
particularandotherobjects from the profile in the CRP creation payload
