Accounts Cookbook

Create an account

Accounts can be created without an inquiry, either manually in your Persona dashboard or via the API.

1 curl -X POST https://api.withpersona.com/api/v1/accounts \
2 -H 'Content-Type: application/json' \
3 -H "Authorization: Bearer YOUR_API_KEY" \
4 -d'{
5   "data": {
6     "attributes": {
7       "reference-id": REFERENCE_ID
8     }
9   }
10 }'

What’s a reference ID?

A reference ID is a string that you assign to identify a unique end user in Persona. Learn more.

Create an account via inquiry creation

You can also associate each newly-created inquiry with an account. Specify either the account ID or the account’s reference ID in the inquiry creation request:

1 # Using account ID
2 curl -X POST https://api.withpersona.com/api/v1/inquiries \
3 -H "Authorization: Bearer YOUR_API_KEY" \
4 -H 'Content-Type: application/json' \
5 -d'{
6   "data": {
7     "attributes": {
8       "inquiry-template-id": YOUR_TEMPLATE_ID,
9       "account-id": ACCOUNT_ID
10     }
11   }
12 }' 
13 
14 # Using reference ID
15 curl -X POST https://api.withpersona.com/api/v1/inquiries \
16 -H "Authorization: Bearer YOUR_API_KEY" \
17 -H 'Content-Type: application/json' \
18 -d'{
19   "data": {
20     "attributes": {
21       "inquiry-template-id": YOUR_TEMPLATE_ID
22     },
23     "meta": {
24       "auto-create-account-reference-id": REFERENCE_ID
25     }
26   }
27 }'

Import accounts

You can import many accounts at once into Persona by uploading a CSV of your account data. Note: this type of upload does not support images at this time.

The fields you can include in a bulk import are:

reference_id

name_first

name_middle

name_last

birthdate

social_security_number

1	curl -X POST https://api.withpersona.com/api/v1/importer/accounts \
2	-H "Authorization: Bearer YOUR_API_KEY" \
3	-H "Content-Type: multipart/form-data" \
4	-F "data[attributes][file]=@/PATH/TO/YOUR/LOCAL/FILE.csv"

1	curl -X POST https://api.withpersona.com/api/v1/importer/accounts \
2	-H "Authorization: Bearer YOUR_API_KEY" \
3	-H "Content-Type: multipart/form-data" \
4	-F "data[attributes][file]=@/PATH/TO/YOUR/LOCAL/FILE.csv"

1	curl -X POST https://api.withpersona.com/api/v1/accounts \
2	-H 'Content-Type: application/json' \
3	-H "Authorization: Bearer YOUR_API_KEY" \
4	-d'{
5	"data": {
6	"attributes": {
7	"reference-id": REFERENCE_ID
8	}
9	}
10	}'

1	# Using account ID
2	curl -X POST https://api.withpersona.com/api/v1/inquiries \
3	-H "Authorization: Bearer YOUR_API_KEY" \
4	-H 'Content-Type: application/json' \
5	-d'{
6	"data": {
7	"attributes": {
8	"inquiry-template-id": YOUR_TEMPLATE_ID,
9	"account-id": ACCOUNT_ID
10	}
11	}
12	}'
13
14	# Using reference ID
15	curl -X POST https://api.withpersona.com/api/v1/inquiries \
16	-H "Authorization: Bearer YOUR_API_KEY" \
17	-H 'Content-Type: application/json' \
18	-d'{
19	"data": {
20	"attributes": {
21	"inquiry-template-id": YOUR_TEMPLATE_ID
22	},
23	"meta": {
24	"auto-create-account-reference-id": REFERENCE_ID
25	}
26	}
27	}'