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  Public Ticket #3743738
API for auto insertion of data
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  • Simon started the conversation

    Are these "customers" just based on WP users? So if I have a CRM record, I can use Zapier or other to automatically create an account for them?

  •  2,161
    WebWizards replied

    Hi Simon,

    Thank you for getting in touch with us,

     

    Indeed customers are just WP users with various metadata set by our plugin. Yes, it would be possible to create users programmatically (with Import plugins, or via REST API, or any other method that can create users).

     

    It depends a bit on what exactly you need to achieve. If you're looking to create a "B2B" user (for our B2BKing plugin), you would need to set 2 user meta keys, which are described here: https://woocommerce-b2b-plugin.com/docs/how-to-set-user-group-programmatically-during-import-in-bulk-with-scripts/#2-toc-title

    Or for example if you're looking to create a customer that is assigned to a sales agent (for our SalesKing plugin), you would need to set the meta key "salesking_assigned_agent" to the user ID of the agent user.

     

    Let me know if I can help with anything, or if you have any questions,

    Kind regards,

    Stefan

  • Simon replied

    But im not using B2B king, im using sales king, are the steps the same? using "b2bking_customergroup" to set the group on Sales King?