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Accounts

Creating a New Account

Creating and adding a new account in Canopy is accomplished with two API calls:
  1. Create a new customer
  1. Create a new account (and assign your customer)
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Customers and Accounts in Canopy have a many-to-many relationship. So, for example, you could set up two customers with a joint account (two customers to one account), or you could have a single customer with an installment loan and a charge card (one customer with two accounts).

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Account Status