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Accounts Tutorials

Account creation

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

📘

Reference IDs are unique across accounts in Persona as they should map back to your users. We recommend using your internal user ID as the reference ID.

API_KEY=YOUR_API_KEY_HERE
curl -X POST -H 'Content-Type: application/json' -H "Authorization: Bearer $API_KEY" -d'{
  "data": {
    "type": "account",
    "attributes": {
      "reference-id": REFERENCE_ID
    }
  }
}' https://withpersona.com/api/v1/accounts

Creating an Account via Inquiry creation

To create a new inquiry. associated with an account you can use either that account ID or the reference ID associated with that account combined with the template you'd like to use.

API_KEY=YOUR_API_KEY_HERE
curl -X POST -H 'Content-Type: application/json' -H "Authorization: Bearer $API_KEY" -d'{
  "data": {
    "type": "inquiry",
    "attributes": {
      "inquiry-template-id": YOUR_TEMPLATE_ID,
      "account-id": ACCOUNT_ID
    }
  }
}' https://withpersona.com/api/v1/inquiries

Importing Accounts

If you would like to import many accounts at once into Persona, you can upload a CSV of your account data. Note: this type of upload does not support images at this time.

The information we support during bulk import are:

  • reference_id
  • name_first
  • name_middle
  • name_last
  • birthdate
  • social_security_number
  • tags
API_KEY=YOUR_API_KEY_HERE
FILE_PATH=CSV_FILE_PATH
curl -X POST -H 'Content-Type: application/json' -H "Authorization: Bearer $API_KEY" -d'{
  "data": {
    "type": "importer",
    "attributes": {
      "file": { "data": "'"$(base64 $FILE_PATH)"'", "filename": "$FILE_PATH" }
    }
  }
}' https://withpersona.com/api/v1/importer/accounts