Define trading style when creating a client via API

Feature Request Implemented
1

Hi,

Is it possible to add a new field to the API (Sorry if it already exists) to define what invoice template should a new customer use?

Regards

2

Hi @APereira

I assume you’re referring to the custom trading styles? If so, there isn’t a way to do this via the API at present, but we’ll certainly monitor interest in this request.

3

Hi @QFMathew

Yes sorry for not been clear.

Is this that can be implemented soon or will take some time?

We were really interested in having this field on the API.
Regards

4

Hi André,

Yes this is definitely something we can include on the API Client_Create method. It is a relatively simply addition so I will add this to our short term planner.

@QFMathew or I will update you when this is ready (hopefully within 1 week).

5

@Glenn

Awesome, thank you very much.

Will wait for your reply.

6

Hi @Glenn! Did anything ever become of this feature request? It’s something that would be really useful for us too.

7

Hi @garethb

Apologies - this thread seems to have slipped past us when it came to updating. But yes, it’s supported.

The full documentation can be found here: Client_Create API Schema

Specifically, you’ll need the trading style ID which can be found in the web interface, and then pass this as the TradingStyleId, part of Body.ClientDetails.Preferences.

Any problems or queries, just give us a shout.

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