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. 1. Sequence diagram of the customer creation in the Trever app

2. Trever API

Via the POST /customers request the API user can insert new customers.
2. Sequence diagram of the customer creation with Trever API

3. Polling

An integration service is permanently running in Trever and is polling new customers from an external system.
3. Sequence diagram of the customer integration process using polling

4. CSV Integration

The Client hands over a CSV file with all required customers, that is then imported directly to Trever.
4. Sequence diagram of the customer integration process with CSV