Create a new client

This guide explains the minimum required flow to onboard a customer in Clevergy under the Plan Starter.

Steps to create a client with contracts and invoices

1. Create the client: start by entering the client's personal data to generate a userId.
2. Create a contract: use the userId to create at least one contract (either electricity or gas), which will generate a contractId.
3. Create invoices: use the contractId to upload invoices associated with the contract.

To retrieve energy consumption data, an additional integration is required. In most cases, Clevergy connects directly to the distributor using the CUPS identifier, allowing consumption data to be automatically obtained for the supply point.

Endpoints needed

createUser

createElectricityContract

createGasContract

createInvoice