This method creates a new master customer record in the Quik! Enterprise database and associates that record to the partner's master customer account. New customers will automatically be given a 30-day product subscription to the supplied ProductID (e.g. Quik! Forms Engine is ProductID 14) with a CustomerProductStatus of ACTIVE (not TRIAL – partner customers are not given trial periods).

Important Note:

When adding a new customer account the person whose email is used with the customer account will receive an automated email from Quik! providing them with their username and password. The message is similar to the one below:

Dear John Smith,
Welcome to Quik!. Your customer account automatically gives you free access to Quik! Customer Central, a website designed to make it easy for you to manage all your Quik! products, your billing information and all your users. Your username, password and some information about your account are shown below.

Username: 10012041

Password: jF34rDwe9

Login: http://www.quikforms.com/login.aspx?tc=32109929

SOAP Request

XML

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Header>
    <AuthenticationHeader xmlns="http://websvcs.quikforms.com/Partner">
      <PartnerID>string</PartnerID>
      <UserName>string</UserName>
      <Password>string</Password>
    </AuthenticationHeader>
  </soap:Header>
  <soap:Body>
    <AddCustomer xmlns="http://websvcs.quikforms.com/Partner">
      <CompanyName>string</CompanyName>
      <ProductID>int</ProductID>
      <Username>string</Username>
      <SecurityQuestionID>int</SecurityQuestionID>
      <SecurityAnswer>string</SecurityAnswer>
      <DiscountCode>string</DiscountCode>
      <PrefixID>int</PrefixID>
      <FirstName>string</FirstName>
      <MiddleName>string</MiddleName>
      <LastName>string</LastName>
      <Suffix>string</Suffix>
      <Title>string</Title>
      <EMail>string</EMail>
      <Phone>string</Phone>
      <PhoneExt>string</PhoneExt>
      <Fax>string</Fax>
      <AddressLine1>string</AddressLine1>
      <AddressLine2>string</AddressLine2>
      <AddressLine3>string</AddressLine3>
      <AddressLine4>string</AddressLine4>
      <City>string</City>
      <StateID>int</StateID>
      <Zip>string</Zip>
      <CountryID>int</CountryID>
      <CustomerUserUniqueID>string</CustomerUserUniqueID>
      <FormCompanyID>int</FormCompanyID>
      <FormCompanyName>string</FormCompanyName>
    </AddCustomer>
  </soap:Body>
</soap:Envelope>

SOAP Body Request Parameters

The following parameters can be used with this web service. Required parameters are highlighted in RED.

Field Name	Data Type	Length	Direction	Display	Required?	Description
CompanyName	String	1000	In	YES	YES	The customer's Company Name
ProductID	Integer	4	In	YES	NO	Any valid/active product ID can be passed.
Username	String	100	In	YES	NO	If left blank the Username will be the same as the CustomerID assigned to this new customer record. If provided, Username must be unique in the database or the transaction fails.
SecurityQuestionID	Integer	4	In	YES	YES	Possible values are in listed in the User Password Question table.
SecurityAnswer	String	255	In	YES	YES	The customer's answer for security question
DiscountCode	String	255	In	YES	NO	Optional value to apply a discount to a customer's product
PrefixID	Integer	4	In	YES	NO	Default value is NULL
FirstName	String	250	In	YES	YES	Customer's primary contact First Name
MiddleName	String	250	In	YES	NO	Customer's primary contact Middle Name
LastName	String	250	In	YES	YES	Customer's primary contact Last Name
Suffix	String	250	In	YES	NO	Customer's primary contact Suffix
Title	String	250	In	YES	NO	Customer's primary contact Title
Email	String	1000	In	YES	YES	Customer's primary contact Email
Phone	String	25	In	YES	YES	Customer's primary contact Phone
PhoneExt	String	25	In	YES	NO	Customer's primary contact Phone Extension
Fax	String	25	In	YES	NO	Customer's primary contact Fax
AddressLine1	String	1000	In	YES	YES	Customer's primary contact Address line 1
AddressLine2	String	1000	In	YES	NO	Customer's primary contact Address line 2
AddressLine3	String	1000	In	YES	NO	Customer's primary contact Address line 3
AddressLine4	String	1000	In	YES	NO	Customer's primary contact Address line 4
City	String	1000	In	YES	YES	Customer's primary contact City
StateID	Integer	4	In	YES	YES	Customer's primary contact State ID from the State table
Zip	String	15	In	YES	YES	Customer's primary contact Zip Code
CountryID	Integer	4	In	YES	YES	Customer's primary contact Country ID from the Country table
CustomerUserUniqueID	String	250	In	YES	YES	The customer's unique ID to use for their primary license to use Quik!
FormCompanyID	Integer	4	In	YES	NO	Customer's Broker/Dealer or parent company's Form Company ID to grant forms access to (use 185 if ID not known).
FormCompanyName	String	1000	In	YES	YES	Name of Customer's Broker/Dealer or parent company

Tables for Parameter Values

The following lookup values can be used as parameters with this web service.

ProductID

The following ProductIDs can be used with this web service. Most partners will use ProductID of 14 for the Quik! Forms Engine. If adding the Quik! Transaction Manager (advisor-level software) to an account, use ProductID 1 for customers who are being billed by ETI or ProductID 6 for customers where the parent company or partner is paying for the service. Use ProductID 14 for generating HTML forms.

ProductID	ProductAbbreviation	ProductName
1	QTM	Quik! Transaction Manager
6	QTM-P	Quik! Transaction Manager (Paid by Parent Customer)
13	QWFE	Quik! Web Forms Engine
14	QFE	Quik! Forms Engine

SecurityQuestionID

The following security questions can be used with this web service. For a default answer use ID 1 and supply the customer's city where their office is located. This security question is used if the customer contacts the Quik! support team to request access to their account.

SecurityQuestionID	SecurityQuestion
1	What city were you born in?
2	What is the name of your first pet?
3	What is your parent's postal zip code?
4	What is your spouse's middle name?
5	What is the name of your high school?
6	Who is your favorite musician, actor, artist or author?
7	What is the name of your favorite song?
8	What is the name or your favorite teacher?
9	What is your favorite color?

PrefixID

The following PrefixIDs should be used to represent the customer's primary contact's name prefix.

PrefixID	Prefix
1	Mr.
2	Mrs.
3	Miss
4	Ms.
5	Dr.

StateID

The following StateIDs should be used to represent the appropriate state or territory.

StateID	StateCode	StateName
1	AK	Alaska
2	AL	Alabama
3	AP	Military code
4	AR	Arkansas
5	AZ	Arizona
6	CA	California
7	CO	Colorado
8	CT	Connecticut
9	DC	Washington DC
10	DE	Delaware
11	FL	Florida
12	GA	Georgia
13	GU	Guam
14	HI	Hawaii
15	IA	Iowa
16	ID	Idaho
17	IL	Illinois
18	IN	Indiana
19	KS	Kansas
20	KY	Kentucky
21	LA	Louisiana
22	MA	Massachusetts
23	MD	Maryland
24	ME	Maine
25	MI	Michigan
26	MN	Minnesota
27	MO	Missouri
28	MS	Mississippi
29	MT	Montana
30	NC	North Carolina
31	ND	North Dakota
32	NE	Nebraska
33	NH	New Hampshire
34	NJ	New Jersey
35	NM	New Mexico
36	NV	Nevada
37	NY	New York
38	OH	Ohio
39	OK	Oklahoma
40	OR	Oregon
41	PA	Pennsylvania
42	PR	Puerto Rico
43	RI	Rhode Island
44	SC	South Carolina
45	SD	South Dakota
46	TN	Tennessee
47	TX	Texas
48	UT	Utah
49	VA	Virginia
50	VT	Vermont
51	WA	Washington
52	WI	Wisconsin
53	WV	West Virginia
54	WY	Wyoming
55	VI	Virgin Islands
56	AB	Alberta
58	BC	British Columbia
59	MB	Manitoba
60	NB	New Brunswick
61	NL	Newfoundland and Labrador
62	NS	Nova Scotia
63	NT	Northwest Territories
64	NU	Nunavut
65	ON	Ontario
66	PE	Prince Edward Island
67	QC	Quebec
68	SK	Saskatchewan
69	YT[A]	Yukon

CountryID

The following countries can be used with this web service.

CountryID	Country
1	United States of America
2	Canada

FormCompanyID

Get this list using the Forms Data Web Service or manually enter it. The value should only be supplied when there is a Broker/Dealer form company in Quik!.A default value of 185 ("No Company") can be used instead.

SOAP Response