Adding and updating customers

What to send, when

Each of your customers in DoTrust is identified through a unique customer ID which you provide us the first time you request an assessment on them (with the exception of Identity checks).

Once you have set the customer_id for a customer, it cannot be changed.

The first time you make an API request for a customer who has not been added to DoTrust before (i.e. we don’t recognise their customer ID), you must include their customer ID and sufficient personal data for the assessment you want to make. Further details are in the API documentation tab. The only exception to this is Identity checks, where the customer ID is not mandatory.

After that, you only need to provide the customer ID in the BODY of any request for a new assessment or scan, or to retrieve the last one.

You can send their PII to us every time, and if nothing has changed, we won’t update anything.

If you send us different PII for a customer already on our system, we will update our record to the new PII.

When PII changes (e.g. address) any previous assessments or scans which were associated with the old PII will no longer be shown and you will have to request new assessments at the new address.

In the Console, you can review prior PII for a customer and the assessments you ran on them - nothing is deleted!