Create customer or lead
method_create_customerWRITE: creates a record in Method's Customer table. is_lead true = a Customer Lead (does not sync to the accounting system); is_lead false = a full customer, which Method syncs to QuickBooks/Xero (it appears there too). Method also creates the primary Contact; its RecordID is returned as contact_id when it could be found (use it, not the customer id, to link activities). Name is required (for a person with no company use "First Last"). extra_fields sets other fields by their exact names (see method_get_table_fields, table Customer). Not idempotent: calling twice creates two records, so search first (method_search_customers). POST /api/v1/tables/Customer.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Display name of the customer or lead. | |
| No | |||
| phone | No | ||
| is_lead | Yes | true = lead (not synced to accounting), false = customer (synced to QuickBooks/Xero). | |
| last_name | No | ||
| first_name | No | ||
| lead_status | No | Account-defined lead status, e.g. Open (leads only). | |
| extra_fields | No | Field name -> value, exactly as method_get_table_fields names them (case-sensitive; a misspelled name is silently ignored by Method). For a dropdown/linked field send the integer id in its `_RecordID` field (e.g. Customer_RecordID: 1234), not the caption. | |
| assigned_to_id | No | Owner: a Method user id (method_get_account, or the Users table). |