Set billing information for a customer

Authenticate to the cloud platform via the Python shell.

The following variables should be available now:

>>> base_url  # the base URL of the API
'<the Acronis data center URL>/api/advanced-automation/v1'
>>> auth  # the 'Authorization' header value with the access token
{'Authorization': 'Bearer eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsImtpZCI6ImMwMD...'}
>>> tenant_id # the ID of the partner tenant that can be accessed with the token
'ede9f834-70b3-476c-83d9-736f9f8c7dae'

[If no customers created] Create a new customer tenant with Account Management API v2.

As a result, you will get a tenant ID that you will use in the following steps.

>>> tenant
{
    'name': 'Foobar',
    'kind': 'customer',
    'parent_id': tenant_id,
    'language': 'en',
    'contact': {
        'address1': '24',
        'address2': 'Esenni motivi',
        'email': 'foo.bar@example.com',
        'phone': '083 2222 588',
        'zipcode': '1330',
        'city': 'Sofia',
        'country': 'Bulgaria',
    },
}
>>> customer_tenant_id
'41e19c11-2606-475d-b459-56a5509494ee'

Choose a sales tax for your customer:
1. If a customer is subject to sales tax exemption, set the tax_exempt field to true.
```
>>> tax_exempt = True
>>> sales_tax_id = ""
```
2. If a customer is not subject to sales tax exemption, fetch a tax that you would like to apply by following the Fetch taxes procedure.
  
  As a result, you should have an ID of the tax that you will use in the following steps:
```
>>> sales_tax_id
'bc814c40-9114-4329-8eb5-5b1e89270afb'
>>> tax_exempt = False
```
Fetch a list of countries and languages available in Advanced Automation by following the Fetch service desk configuration procedure and choose a corresponding country and language for the customer.

As a result, you should have a country ID and a language that you will use in the following steps:
```
>>> country_id
'b28c162b-007a-42a1-ba97-d798e9e26909'
>>> language_id
'48d06c90-f8a4-4726-a83c-a47dbb709f25'
```

Define a variable named billing_info, and then assign an object with customer’s billing info to this variable:

>>> billing_info = {
...     "Tenant": tenant_id,
...     "Name": "New Customer",
...     "TaxExempt": tax_exempt,
...     "Tax": sales_tax_id,
...     "Language": language_id,
...     "Country": country_id,
...     "BankAccount": "AL35202111090000000001234567",
...     "VATNumber": "A23456789B",
...     "TrialAccount": False,
...     "DaysOffPerYear": 15,
...     "TimeRegistrationRoundupTime": 10, # in minutes
...     "PaymentTerms": 14, # in days
...     "LoginUserName": tenant['contact']['email'],
...     "SubtotalsOnInvoice": false, # Whether to create subtotals on invoices
...     "DirectDebit": false, # Whether to use direct debit
...     "SendInvoiceByEmail": false, # Whether to send invoices by email
...     "HouseNo": tenant['contact']['address1'],
...     "Street": tenant['contact']['address2'],
...     "Zipcode": tenant['contact']['zipcode'],
...     "City": tenant['contact']['city'],
...     "PhoneNumber": tenant['contact']['phone'],
...     "Email": tenant['contact']['email'],
... }

Note

For simplicity’s sake, the customer’s address re-uses the same contact information that was used to create a tenant. You may specify different values if needed.

Convert the billing_info object to a JSON text:

>>> billing_info = json.dumps(billing_info, indent=4)

Send a PUT request with the JSON text to the /Customers endpoint:

>>> response = requests.put(
...     f'{base_url}/Customers',
...     headers={'Content-Type': 'application/json', **auth},
...     data=billing_info,
... )

Check the status code of the response:

>>> response.status_code
200

Status code 200 means that the request was successful.

Also, the response body contains the information about the created customer formatted as a JSON text. When converted to an object, it will look as follows:

>>> pprint.pprint(response.json())
{
    "Id": "6074cc51-98d1-4f9d-b380-95d3277b5e98",
    "Tenant": "0dc377ec-e970-42e2-9e95-7ff9d8b05c11",
    "Name": "New Customer",
    "DebtorCode": null,
    "Alias": "New Customer",
    "Status": 2,
    "Language": "48d06c90-f8a4-4726-a83c-a47dbb709f25",
    "TaxExempt": true,
    "Tax": "bc814c40-9114-4329-8eb5-5b1e89270afb",
    "Country": "d46c54bd-1704-4a55-bb76-fc03073669a0",
    "TicketUpdateMandatory": null,
    "StateCountry": "b4c87080-7c8c-45e0-8867-a714ffc79b7d",
    "Street": "test",
    "HouseNo": "test",
    "HouseNoAdd": "test",
    "Zipcode": "test",
    "City": "test",
    "Domain": "",
    "Email": "yury.palyanitsa@acronis.com",
    "FallbackInvoiceEmailAddress": "yury.palyanitsa@acronis.com",
    "PhoneNumber": "test",
    "Fax": "test",
    "VATNumber": "",
    "BankAccount": "",
    "ADSyncID": "c2a53309-56e5-4640-b433-2154c4d41970",
    "DefaultSLA": "63b75905-10d4-44e9-ba1e-7aa2eff4100b",
    "SupportGroup": "2e4eea65-b277-4ec4-a777-07c71d622c44",
    "DefaultBusinessUnit": "90c26810-e310-49e4-a1b5-0fd56c6f1655",
    "SupportUser": "256b0fd2-9a50-4a73-9d08-5f11e2d104d7",
    "CompanyType": "-",
    "SendInvoiceByEmail": false,
    "Addresses": [],
    "InvoiceRecipients": [],
    "TimeRegistrationRoundupTime": "10",
    "Category": "7f8320eb-d653-40ae-9d57-1257bead1a29",
    "Priority": "683a47ec-e57c-43a5-ba10-2ccdc03fd331",
    "DaysOffPerYear": 15,
    "IsTier4": true,
    "Tier": "Tier 4",
    "ShowPersons": true,
    "TenantData": null,
    "ParentCustomer": null,
    "DefaultBillingEntity": null,
    "ClientDocumentation": "",
    "AutoPause": null,
    "BuildingName": null,
    "PaidAccount": true,
    "TrialAccount": false,
    "TrialExpirationDate": null,
    "CreationDate": null,
    "TrialAccountExpired": false,
    "Tier3Id": "00000000-0000-0000-0000-000000000000",
    "PaymentTerms": 14,
    "InvoiceNotes": "",
    "TierCulture": "en-US",
    "DirectDebit": false,
    "ConsolidateBilling": false,
    "IsSetAsMainCustomer": false,
    "OldParentId": "00000000-0000-0000-0000-000000000000",
    "SubtotalsOnInvoice": false,
    "GroupLinkedToCustomer": false,
    "ExternalTenantId": "2360",
    "ExternalTenantUUID": "41e19c11-2606-475d-b459-56a5509494ee",
    "AcronisTenantId": null,
    "LoginUserName": "yury.palyanitsa@acronis.com",
    "GroupId": null,
    "StateCountryDescription": "Alabama",
    "CountryDescription": "United States",
    "ExternalParentId": null,
    "OccupancyRateNotificationThreshold": 85,
    "CustomFields": []
}