how to setup an account
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address.\n\nAccounts are associated with a workspace. An account can be a part of multiple workspaces at the same time. An account can also be linked to multiple opportunities. Accounts help you keep track of your customer contacts. Contacts are always linked to a workspace or an account.\n\nCreate an account\n-----------------\n\nYou can create accounts in the following ways:\n\n### Using the DevRev app\n\n1. Go to **Accounts** > **+ Account**.\n2. Fill in the details like account name,
Accounts | Computer for Growth Teams | DevRev
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an account, go to **Account** > **Workspace** and select **New workspace**.\n\n[PreviousComputer for Growth Teams](/docs/product/grow)[NextOpportunities](/docs/product/opportunity)\n\n#### On this page\n\n* [Create an account](#create-an-account)\n* [Using the DevRev app](#using-the-devrev-app)\n* [Bulk import accounts](#bulk-import-accounts)\n* [Using DevRev APIs](#using-devrev-apis)\n* [Account attributes](#account-attributes)\n* [External reference](#external-reference)\n* [Add a
Accounts | Computer for Growth Teams | DevRev
ART-2000_KNOWLEDGE_NODE-26
description, websites, domains, type, annual revenue, forecast category, tags, tier, etc.\n3. Fill in the required fields like external references and owner of the account.\n4. Click **Create**.\n\n### Bulk import accounts\n\nTo bulk import accounts, see [Account and contact import](/docs/product/account-contact-import).\n\nYou can also use [AirSync](https://docs.devrev.ai/import) to migrate your accounts from various platforms such as Hubspot, Salesforce, Zendesk, Jira, Linear, ServiceNow and
Accounts | Computer for Growth Teams | DevRev
ART-2933_KNOWLEDGE_NODE-4
request is given below:\n\n```\n|  |  |\n| --- | --- |\n| 1 | { |\n| 2 | "display_name": "<account name>" |\n| 3 | } |\n```\n\n`display_name` must be of type string and can be any name you want to create the account with.\n\n1. Make a POST request to \xe2\x80\x9c<https://api.devrev.ai/accounts.create>\xe2\x80\x9d and include the PAT created in the authorization header of the request along with the payload with replaced IDs.\n\n   In this example, you are using curl to make the requests but can
Account creation | DevRev | Docs
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use any tool you prefer.\n\n   ```\n   |  |  |\n   | --- | --- |\n   | $ | curl --location \'https://api.devrev.ai/accounts.create\' \\ |\n   | > | --header \'Content-Type: application/json\' \\ |\n   | > | --header \'Accept: application/json\' \\ |\n   | > | --header \'Authorization: Bearer <PAT>\' \\ |\n   | > | --data \'{ |\n   | > | "display_name": "John Doe" |\n   | > | }\' |\n   ```\n\n   You receive the following response.\n\n   ```\n   |  |  |\n   | --- | --- |\n   | 1 | { |\n   | 2 |
Account creation | DevRev | Docs
ART-2933_KNOWLEDGE_NODE-1
`accounts-create` and `rev-users.create` API. You can also [create accounts manually in DevRev app](https://docs.devrev.ai/product/customers#add-new-customers).\nThe `accounts-create` API is used to create [accounts](https://docs.devrev.ai/product/grow#-account) which represents a customer organization and it holds information about the company, including its name, address, industry, domain, and website address.\n\nThe `rev-users.create` API is used to create
Account creation | DevRev | Docs
ART-2000_KNOWLEDGE_NODE-27
more.\n\n### Using DevRev APIs\n\nYou can create an account using the accounts.create API. Follow the [Create accounts and contacts in DevRev](https://developer.devrev.ai/beta/guides/create-accounts-and-contacts-in-dev-rev) tutorial.\n\n### Account attributes\n\nAccounts have attributes that can be used to filter them.\nYou can find all the stock attributes listed in **Settings** > **Object customization** > **Account** > **Stock fields**.\nThese are the stock attributes that come with
Accounts | Computer for Growth Teams | DevRev
ART-2933_KNOWLEDGE_NODE-3
associated with a workspace.\n\n##### \n\nJust want to get a token and get started? This [tutorial](/about/authentication#generate-a-personal-access-token-pat) teaches you the fastest way to get a token.\n\nYes\n\nNo\n\naccounts.create\n\nAccount is existing  \n\'account ID\'\n\nrev-orgs.list with  \n\'account\' filter\n\nrev-orgs.get with  \n\'account ID\'\n\nGet rev-org \'display\\_id\'\n\nCreate a \'rev-user\' under \'contact\'\n\nCreate an account\n-----------------\n\nThe payload to make a
Account creation | DevRev | Docs
ART-1575_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Delete — DevRev | Docs
ART-1252_KNOWLEDGE_NODE-0
b'Create Account | DevRev | Docs\n\n[![]()![]()](https://developer.devrev.ai/)\n\nPublic\n\nPublic\n\nSearch\n\n`/`\n\n[API Reference](/api-reference/getting-started)[accounts](/api-reference/accounts/accounts)\n\nCreate Account\n==============\n\nCopy page\n\nPOST\n\nhttps://api.devrev.ai/accounts.create\n\nPOST\n\n/accounts.create\n\n```\n|  |  |\n| --- | --- |\n| $ | curl -X POST https://api.devrev.ai/accounts.create \\ |\n| > | -H "Authorization: Bearer <token>" \\ |\n| > | -H "Content-Type:
Create Account | DevRev | Docs
ART-1837_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Update — DevRev | Docs
ART-1607_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Get Post — DevRev | Docs
ART-1302_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Export — DevRev | Docs
ART-1781_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
List — DevRev | Docs
ART-1785_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Create — DevRev | Docs
ART-1597_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Update — DevRev | Docs
ART-1579_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
List Post — DevRev | Docs
ART-1834_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Delete — DevRev | Docs
ART-1978_KNOWLEDGE_NODE-33
tickets but also all the tickets raised by the other users from their organization. You can add multiple customer admins from the same customer organization.\n\nOnly verified users can login into the portal.\n\nTo create a verified user:\n\n1. Go to **Accounts** in the DevRev app and create an account.\n2. Create a contact under **Contacts** and link it to the account.\n\n### Set up customer admins\n\nTo set up customer admins, follow these steps:\n\n1. Log in on your DevRev app with your
Customer portal | Computer for Support Teams | DevRev
ART-1300_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Create — DevRev | Docs
ART-1978_KNOWLEDGE_NODE-41
If no such contact is found, JIT provisioning automatically creates a user account, allowing immediate access to the portal. This means users can sign up and log in without manual contact creation within the app.\n* **Existing contacts without mapped accounts**: If a user is already a contact within the app but does not have a mapped account, they can still log in and create a ticket. In this scenario, the login is performed under the default workspace assigned to the contact.\n* **Account
Customer portal | Computer for Support Teams | DevRev
ART-1448_KNOWLEDGE_NODE-4
Error\n\n500\n\nInternal Server Error\n\n503\n\nService Unavailable Error\n\nPOST\n\n/accounts.create\n\n[code]\n\n    $| curl -X POST https://api.devrev.ai/accounts.create \\  \n    ---|---  \n    >|      -H "Authorization: Bearer <token>" \\  \n    >|      -H "Content-Type: application/json" \\  \n    >|      -d \'{  \n    >|   "display_name": "foo"  \n    >| }\'\n[/code]  \n  \nTry it\n\n201accountsCreateExample\n\n[code]\n\n    1| {  \n    ---|---  \n    2|   "account": {  \n    3|
Create Account — DevRev | Docs
ART-1779_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Get — DevRev | Docs
ART-1827_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Update — DevRev | Docs
ART-1788_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Get Post — DevRev | Docs
ART-1636_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Update — DevRev | Docs
ART-1590_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
List — DevRev | Docs
ART-1786_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Delete — DevRev | Docs
ART-1308_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Update — DevRev | Docs
ART-1826_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Get Post — DevRev | Docs
ART-1653_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Get — DevRev | Docs
ART-2933_KNOWLEDGE_NODE-17
cURL with the `account` filter.\n\n    ```\n    |  |  |\n    | --- | --- |\n    | $ | curl -G https://api.devrev.ai/rev-orgs.get \\ |\n    | > | -H "Authorization: Bearer <apiKey>" \\ |\n    | > | -d account=ACC-12345 \\ |\n    ```\n\n1. Make a POST request to \xe2\x80\x9c<https://api.devrev.ai/rev-users.create>\xe2\x80\x9d to create a rev-user.\n\n   In the request, set `rev_org` to the value of the `display_id` from the previous reponse.\n\n   ```\n   |  |  |\n   | --- | --- |\n   | $ | curl
Account creation | DevRev | Docs
ART-1543_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https://api.devrev.ai / accounts.create\n\nCreates an account, which is a record representing a customer or an organization.\n\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\n\nName of the account.\n\nartifacts list of strings Optional\n\nThe IDs of the artifacts to associate with the account.\n\ncustom_fields map from strings to any Optional\n\nApplication-defined custom fields.\n\ndescription string
Metric Definitions List Post (Beta) — DevRev | Docs
ART-1805_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
List Post — DevRev | Docs
ART-1566_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https://api.devrev.ai / accounts.create\n\nCreates an account, which is a record representing a customer or an organization.\n\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\n\nName of the account.\n\nartifacts list of strings Optional\n\nThe IDs of the artifacts to associate with the account.\n\ncustom_fields map from strings to any Optional\n\nApplication-defined custom fields.\n\ndescription string
Transition (Beta) — DevRev | Docs
ART-1637_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Delete — DevRev | Docs
ART-1806_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Self Post — DevRev | Docs
ART-1650_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
List Post — DevRev | Docs
ART-1307_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
List Post — DevRev | Docs
ART-1825_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
List — DevRev | Docs
ART-1791_KNOWLEDGE_NODE-0
b'Beta\nAPI Reference accounts Create.\n\nPOST https:// api.devrev.ai / accounts.create\nCreates an account, which is a record representing a customer or an organization.\nRequest.\n\nThis endpoint expects an object.\ndisplay_name string Required\nName of the account.\nartifacts list of strings Optional\nThe IDs of the artifacts to associate with the account.\ncustom_fields map from strings to any Optional\nApplication-defined custom fields.\ndescription string Optional\nDescription of the
Self Delete — DevRev | Docs