Automating customer and license creation


In this tutorial we will go through the steps needed to automatically create new customers and assign them a license key upon a successful transaction. We will assume that you already have a payment form with at least one payment processor. Please review these articles before you continue reading this tutorial:


In order to both create a new customer and then assign them a new license key, we will send two requests to the Web API, one to create a customer and one to create license key associated with that customer. The links to the required methods are provided below.

Note, we will look more into the details of how to set things up in the next section.


Creating an access token

In order to ensure that API calls we perform (i.e. the requests) work, we need an access token with CreateKey and AddCustomer permission, which you can create below:

Please tick the right permissions as shown below and save the token that is generated.

Here is an example of a token you can get:


Setting up API calls

Creating a customer

A customer can be created using the url below. You can review other parameters of this method here.

In the request below we have added name parameter that comes from the custom field.[custom]&token=<use the token we generated in the previous section>

Creating a new license

Once a customer is created, the API call above will return and customerId. When creating a new license, we will use this customerId to make sure that the license is added to this customer. In the url below, a license key will be created with Feature=True and it will be associated with the customer created earlier.

Note, you need to specify ProductId of the desired product, which you can find on the product page.[customerId]&Feature=True&ProductId=<enter the product id>&token=<use the token we generated in the previous section>

Adding Requests in the Payment Form

Once we have working API call urls (covered in the previous section), most of the job is done. We now need to add these urls as request items in the payment form.

When you scroll down, you will see the requests that will be executed upon a successful transaction:

For each of the API call urls from creating a customer and creating a new license sections, you need to create a request item.

Note, we should set type to Data Request and method to GET.

Below is an image summarizing the type of request to create:

Once you have added the requests, that section in the payment form should look similar to what is shown below:

It is important that the top request is to add a customer and that the add license request is below.

Finishing up and testing

If everything was set up correctly, you can click on Preview of the form, which will show you the live payment form.

Remember to add ?custom=<name> in the end of the url to the live payment form.

The link that should be sent to your customer is similar to the one below:<name>