Customer Onboarding
How customers are integrated in Trever
There are 4 ways to integrate customers into Trever
1. Trever App Customer Screen
On the Main screen, click Customers in the top right corner and then Add Customer to create a new customer.
2. Trever API
Via the POST /customers request the API user can insert new customers.
3. Polling
An integration service is permanently running in Trever and is polling new customers from an external system.
4. CSV Integration
The Client hands over a CSV file with all required customers, that is then imported directly to Trever.