Customer Onboarding
Create customers and set up accounts
Configuration
Architecture
Customer
Acme Corp
individual
KYC/KYB
Application
Accounts
Auto-created
API Flow
1
POST /customers
Create individual customer "Acme Corp"
2
GET /customers/{customer_id}
Retrieve customer details and application URL
3
GET /applications/{application_id}
Check KYC/KYB application status
Generated Prompt
# Customer Onboarding - Dakota API Implementation
Help me implement the customer onboarding flow using the Dakota API. Below is the complete configuration and the exact sequence of API calls required.
## Authentication
All API requests require the following headers:
| Header | Description |
|--------|-------------|
| `x-api-key` | Your Dakota API key (required for all requests) |
| `x-idempotency-key` | Unique key to prevent duplicate operations (required for POST requests) |
| `Content-Type` | `application/json` |
**Environment:** Production
**Base URL:** `https://api.platform.dakota.xyz`
## Overview
Create a new individual customer in Dakota, which will trigger the KYC verification process and automatically set up their accounts.
## Configuration
| Parameter | Value |
|-----------|-------|
| Customer Type | `individual` |
| Name | `Acme Corp` |
| External ID | `usr_12345` |
## API Sequence
Execute the following API calls in order:
### Step 1: Create Customer
**`POST /customers`**
Documentation: https://docs.dakota.xyz/api-reference/customers/create
Request body:
```json
{
"customer_type": "individual",
"name": "Acme Corp",
"external_id": "usr_12345"
}
```
This creates the customer record and returns a `customer_id` and `application_url` for identity verification.
### Step 2: Retrieve Customer Details
**`GET /customers/{customer_id}`**
Documentation: https://docs.dakota.xyz/api-reference/customers/retrieve
Use the `customer_id` from Step 1 to fetch full customer details including the hosted application URL for KYC/KYB completion.
### Step 3: Check Application Status
**`GET /applications/{application_id}`**
Documentation: https://docs.dakota.xyz/api-reference/applications/retrieve
Poll this endpoint to check verification status. Status values: `pending`, `in_review`, `approved`, `rejected`.
---
## Reference Documentation
- Customer Onboarding: https://docs.dakota.xyz/documentation/customer-onboarding
- Full API Reference: https://docs.dakota.xyz/api-reference/introduction