Account details form

reference brazil Updated Sep 27, 2026 1 min read account-details-form-fields.md
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Use the Account Details form to create or review account information for customers and partners.

Field

Description

Name

Name of the enterprise or customer.

Number

Unique system-assigned account number, starting with a prefix ACCT.

Primary Contact

Name of the primary contact person for the account.

Parent Account

Name of the parent account, if any, for this account. - For example, if the account is a national branch of a multinational corporation, the parent account is the multinational corporation account.

  • If there isn't a parent account, leave this field empty.

Registration Code

Registration code, if any, assigned to the account.

Customer

Option that designates if this account is for a customer.

Partner

Option that designates if this account is for a business partner.

Website

URL of the website for this account, if any.

Phone

Primary phone number for the account.

Street

Street address for the account.

City

Name of the city for the account.

State / Province

Name of the US state or Canadian province for the account.

Zip / Postal code

Zip or postal code for the account.

Country

Name of the country for the account.

Notes

Free-form note text for the account.

Industry

Sector or market in which the account operates.

Legal entity name

Registered business name.

Business structure

Indicates the legal form of the organization such as LLC or Corporation.

Assumed name

Trade name or doing business as (DBA) name used publicly.

Date of Incorporation

The date the business was legally formed.

Trademark

Registered brand or symbol associated with the account.

Tax ID

Unique tax identification number for regulatory purposes.

Email

Primary email address for account-related communication.

Sales Owner

The internal contact responsible for managing the account relationship.

**Note:** When you create an account through the account creation API, the value you provide for **Legal entity name** is saved with the account record.

Parent Topic:Order Management reference

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