DEAP · How-to guideGenerally available
Create a customer
8 steps to create a customer with SSOT validation and lifecycle controls.
- Audience
- Administrator, Operator
- Owner
- DEAP SSOT product documentation
- Last reviewed
- Oct 12, 2026
- Reading time
- 16 min
Steps
- 01
Source
- Onboarding sourceRequired
- Helper
- Party id
- Helper
- 02
Identity
- New party kind
- Helper
- CodeRequired
- Helper
- New party legal name
- Helper
- Display nameRequired
- Helper
- 03
Registration
- New party registrations
- Helper
- New party addresses
- Helper
- New party contacts
- Helper
- 04
Accounts
- Relationship typeRequired
- Helper
- SitesRequired
- Helper
- AccountsRequired
- Helper
- Accounts legal entity idRequired
- Helper
- 05
Billing
- Accounts transaction currencyRequired
- Helper
- Accounts payment term idRequired
- Helper
- Accounts tax profile id
- Helper
- Accounts receivable account idRequired
- Helper
- 06
Credit
- Accounts credit profile control modeRequired
- Helper
- Accounts credit profile credit limit
- Helper
- Accounts credit profile risk classRequired
- Helper
- Accounts credit profile collector id
- Helper
- Accounts credit profile collection strategy id
- Helper
- Segments
- Helper
- 07
Validity
- Valid during startRequired
- Helper
- Valid during end
- Helper
- 08
Review
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