POST api/{enterpriseId}/Clients

To create a new client

Request Information

URI Parameters

Name	Description	Type	Additional information
enterpriseId	Enterprise Code - identifies enterprise within AdvisorView	string	Required

Body Parameters

ClientModel

Name	Description	Type	Additional information
OrgId	OrganizationId - If CRM is Salesforce, this is required field.	string	None.
ClientId	Id to identify client within AdvisorView system	integer	None.
ClientCrmId	Id to identify client within CRM system	string	None.
HouseholdId	Id to identify household within AdvisorView system	integer	None.
HouseholdCrmId	To identify household CrmId	string	None.
Email	Email address associated with client. Must be unique for each client	string	None.
FirstName	First name for the client	string	None.
MiddleName	Middle name for the client	string	None.
LastName	Last name for the client	string	None.
IndividualCrmId	The individual account crm id for the client	string	None.
DateOfbirth	DateOfBirth for the client	date	None.
PortalStatus		string	None.
UpdatedByTamaracIntegration		boolean	None.

Request Formats

application/json, text/json

Sample:

{
  "OrgId": "sample string 1",
  "ClientId": 2,
  "ClientCrmId": "sample string 3",
  "HouseholdId": 1,
  "HouseholdCrmId": "sample string 4",
  "Email": "sample string 5",
  "FirstName": "sample string 6",
  "MiddleName": "sample string 7",
  "LastName": "sample string 8",
  "IndividualCrmId": "sample string 9",
  "DateOfbirth": "2025-12-13T03:41:58.3292883-08:00",
  "PortalStatus": "sample string 10",
  "UpdatedByTamaracIntegration": true
}

application/xml, text/xml

Sample:

<ClientModel xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/Tamarac.Advisor.AdvisorApi.Models">
  <ClientCrmId>sample string 3</ClientCrmId>
  <ClientId>2</ClientId>
  <DateOfbirth>2025-12-13T03:41:58.3292883-08:00</DateOfbirth>
  <Email>sample string 5</Email>
  <FirstName>sample string 6</FirstName>
  <HouseholdCrmId>sample string 4</HouseholdCrmId>
  <HouseholdId>1</HouseholdId>
  <IndividualCrmId>sample string 9</IndividualCrmId>
  <LastName>sample string 8</LastName>
  <MiddleName>sample string 7</MiddleName>
  <OrgId>sample string 1</OrgId>
  <PortalStatus>sample string 10</PortalStatus>
  <UpdatedByTamaracIntegration>true</UpdatedByTamaracIntegration>
</ClientModel>

application/x-www-form-urlencoded

Sample:

Sample not available.

Response Information

Resource Description

ClientModel

Name	Description	Type	Additional information
OrgId	OrganizationId - If CRM is Salesforce, this is required field.	string	None.
ClientId	Id to identify client within AdvisorView system	integer	None.
ClientCrmId	Id to identify client within CRM system	string	None.
HouseholdId	Id to identify household within AdvisorView system	integer	None.
HouseholdCrmId	To identify household CrmId	string	None.
Email	Email address associated with client. Must be unique for each client	string	None.
FirstName	First name for the client	string	None.
MiddleName	Middle name for the client	string	None.
LastName	Last name for the client	string	None.
IndividualCrmId	The individual account crm id for the client	string	None.
DateOfbirth	DateOfBirth for the client	date	None.
PortalStatus		string	None.
UpdatedByTamaracIntegration		boolean	None.

Response Formats

application/json, text/json

Sample:

{
  "OrgId": "sample string 1",
  "ClientId": 2,
  "ClientCrmId": "sample string 3",
  "HouseholdId": 1,
  "HouseholdCrmId": "sample string 4",
  "Email": "sample string 5",
  "FirstName": "sample string 6",
  "MiddleName": "sample string 7",
  "LastName": "sample string 8",
  "IndividualCrmId": "sample string 9",
  "DateOfbirth": "2025-12-13T03:41:58.3292883-08:00",
  "PortalStatus": "sample string 10",
  "UpdatedByTamaracIntegration": true
}

application/xml, text/xml

Sample:

<ClientModel xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/Tamarac.Advisor.AdvisorApi.Models">
  <ClientCrmId>sample string 3</ClientCrmId>
  <ClientId>2</ClientId>
  <DateOfbirth>2025-12-13T03:41:58.3292883-08:00</DateOfbirth>
  <Email>sample string 5</Email>
  <FirstName>sample string 6</FirstName>
  <HouseholdCrmId>sample string 4</HouseholdCrmId>
  <HouseholdId>1</HouseholdId>
  <IndividualCrmId>sample string 9</IndividualCrmId>
  <LastName>sample string 8</LastName>
  <MiddleName>sample string 7</MiddleName>
  <OrgId>sample string 1</OrgId>
  <PortalStatus>sample string 10</PortalStatus>
  <UpdatedByTamaracIntegration>true</UpdatedByTamaracIntegration>
</ClientModel>