#whosthat-connect

1 messages · Page 1 of 1 (latest)

dusty notch
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even if it's an indivudual

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but really the API itself will tell you exactly field is needed

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the requirements field on the Account object contains a list of the fields it wants you to provide values for so you can test and use that as the basis!

iron badger
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Well the link you sent me doesn't actually refer to the account representative rather the business itself

dusty notch
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yep but I'm not sure we even need the tax ID for the rep

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we need what we ask for, what is in the requirements hash

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so that's where I'd start, I'd create an account with the config you want(in terms of country and requested_capabilities )and see what you get in requirements

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if you have a specific acct_xxx you're working with, happy to take a look

iron badger
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Well yep it doesn't seem required indeed but we had problems in the past randoly restricting accounts due to lack of info

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No it's not for a specific account, we have currently only used standard onboarding

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but thanks for the help anyway, Im just trying to provide with as many stuff as possible at first onboarding to reduce backlog, since we do B2B contracts onbarding doesn't matter if its 5 or 10 mins