Get Customers
This endpoint provides a comprehensive set of parameters to tailor your query. You can filter customers based on first name, last name, address, home phone, and active status. Additionally, you can include related data such as vehicles, repair orders, part sales, schedules, expenses, and account payments. The pagination options allow you to manage the number of items returned per page, facilitating smooth navigation through the customer data.
query Parameters
with_detailsbooleanInclude extra details in the response. This will add vehicles, repair orders, part sales, schedule, expenses, account payments and account payment part sales to every customer.
Include extra details in the response. This will add vehicles, repair orders, part sales, schedule, expenses, account payments and account payment part sales to every customer.
Example: nullsortstringSort by column, can be DESC or ASC. For DESC append a - next to the sort column. Eg: -first_name. Sortable field: first_name, last_name, business_name.
Sort by column, can be DESC or ASC. For DESC append a - next to the sort column. Eg: -first_name. Sortable field: first_name, last_name, address.
Example: nullcustomer_idintegerFilter by customer id.
Filter by customer id.
Example: 661filter[first_name]stringFilter by customer first name.
Filter by customer first name.
Example: nullfilter[last_name]stringFilter by customer last name.
Filter by customer last name.
Example: nullfilter[address]stringFilter by customer address.
Filter by customer address.
Example: nullfilter[phone]stringFilter by customer phone.
Filter by customer phone.
Example: nullfilter[updated_date]stringFilter by last update date.
filter[shop_id]stringPrimary key of the shop. If not provided, all locations within the company will be included.
pagestringPage number to return.
Page number to return.
Example: 1pageSizestringNumber of items to return in a page. Defaults to 10.
Number of items to return in a page. Defaults to 10.
Example: null
Headers
Authorizationstring · requiredThe
Authorizationheader is used to authenticate with the API using your API key. Value is of the formatBearer YOUR_KEY_HERE.
Responses
dataobject[] · requiredlinksobject · requiredmetaobject · required
Create Customer
You can create a new Customer from here.
Headers
Authorizationstring · requiredThe
Authorizationheader is used to authenticate with the API using your API key. Value is of the formatBearer YOUR_KEY_HERE.
Request Body
shop_idnumber · requiredbusiness_namestring · requiredExample: John's Plumbingfirst_namestring · requiredExample: Johnlast_namestring · requiredExample: Doeaddressstring · requiredExample: 123 w 123 ncitystring · requiredExample: Loganstatestring · requiredExample: Utahzipstring · required
home_phonestringExample: 1234567899work_phonestringExample: 1234567899cell_phonestringExample: 1234567899faxstringExample: 1234567899emailstring | nullExample: [email protected]commentsstringExample: Likes us to call him when vehicle is donecell_providerstringExample: VerizonactivebooleanDefault: truecredit_limitnumberExample: 500extensionnumberExample: 123customer_typestringExample: Retailcustomer_pay_typestringName of customer's terms
customer_numberstringExample: 456
Responses
customer_idnumbershop_idnumberbusiness_namestringExample: John's Plumbingfirst_namestringExample: Johnlast_namestringExample: DoeaddressstringExample: 123 w 123 ncitystringExample: LoganstatestringExample: Utahzipstringphoneobjectemailstring | nullExample: [email protected]allow_marketingbooleancommentsstringExample: Likes us to call him when vehicle is donecell_providerstringExample: VerizonactivebooleanDefault: truetax_exemptbooleanDoes the customer have a tax exempt certificate on file?
Default: falsecredit_limitnumberExample: 500extensionstringcustomer_typestringExample: Retailtermsstringcustomer_numberstringExample: 456customer_pay_typestringThe customers Terms
timestampstringThe created at time
home_phonestring · deprecated · requiredThis field is deprecated. Please use fields under the phone object
cell_phonestring · deprecated · requiredThis field is deprecated. Please use fields under the phone object
work_phonestring · deprecated · requiredThis field is deprecated. Please use fields under the phone object
faxstring · deprecated · requiredThis field is deprecated. Please use fields under the phone object
Update Customer
Update an existing Customer from here.
path Parameters
CustomerIDstring · required
Headers
Authorizationstring · requiredThe
Authorizationheader is used to authenticate with the API using your API key. Value is of the formatBearer YOUR_KEY_HERE.
Request Body
customer_idnumbershop_idnumberbusiness_namestringExample: John's Plumbingfirst_namestringExample: Johnlast_namestringExample: DoeaddressstringExample: 123 w 123 ncitystringExample: LoganstatestringExample: Utahzipstringphoneobjectemailstring | nullExample: [email protected]allow_marketingbooleancommentsstringExample: Likes us to call him when vehicle is donecell_providerstringExample: VerizonactivebooleanDefault: truetax_exemptbooleanDoes the customer have a tax exempt certificate on file?
Default: falsecredit_limitnumberExample: 500extensionstringcustomer_typestringExample: Retailtermsstringcustomer_numberstringExample: 456customer_pay_typestringThe customers Terms
timestampstringThe created at time
home_phonestring · deprecated · requiredThis field is deprecated. Please use fields under the phone object
cell_phonestring · deprecated · requiredThis field is deprecated. Please use fields under the phone object
work_phonestring · deprecated · requiredThis field is deprecated. Please use fields under the phone object
faxstring · deprecated · requiredThis field is deprecated. Please use fields under the phone object
Responses
customer_idnumbershop_idnumberbusiness_namestringExample: John's Plumbingfirst_namestringExample: Johnlast_namestringExample: DoeaddressstringExample: 123 w 123 ncitystringExample: LoganstatestringExample: Utahzipstringphoneobjectemailstring | nullExample: [email protected]allow_marketingbooleancommentsstringExample: Likes us to call him when vehicle is donecell_providerstringExample: VerizonactivebooleanDefault: truetax_exemptbooleanDoes the customer have a tax exempt certificate on file?
Default: falsecredit_limitnumberExample: 500extensionstringcustomer_typestringExample: Retailtermsstringcustomer_numberstringExample: 456customer_pay_typestringThe customers Terms
timestampstringThe created at time
home_phonestring · deprecated · requiredThis field is deprecated. Please use fields under the phone object
cell_phonestring · deprecated · requiredThis field is deprecated. Please use fields under the phone object
work_phonestring · deprecated · requiredThis field is deprecated. Please use fields under the phone object
faxstring · deprecated · requiredThis field is deprecated. Please use fields under the phone object
Get Customer Ship Tos
path Parameters
customer_idstring · required
query Parameters
pagenumberPage number to return
pageSizenumberNumber of items to return in a page. Defaults to 10
sortstringSort by column, can be DESC or ASC. For DESC append a - next to the sort column. Available fields: number, name.
filter[shop_id]stringPrimary key of the shop. If not provided, all locations within the company will be included.
Headers
Authorizationstring · requiredThe
Authorizationheader is used to authenticate with the API using your API key. Value is of the formatBearer YOUR_KEY_HERE.
Responses
dataobject[] · requiredlinksobject · requiredmetaobject · required
Create Customer Ship To
path Parameters
customer_idstring · required
Headers
Authorizationstring · requiredThe
Authorizationheader is used to authenticate with the API using your API key. Value is of the formatBearer YOUR_KEY_HERE.
Request Body
numberstring · requiredThe number assigned to the ship to
namestring · requiredExample: John's Plumbingaddressstring · requiredExample: 123 w 123 ncitystring · requiredExample: Loganstatestring · requiredExample: Utahzipstring · requiredemailstring | null · requiredExample: [email protected]work_phonestring · requiredExample: 1234567899faxstring · requiredExample: 1234567899home_phonestring · requiredExample: 1234567899cell_phonestring · requiredExample: 1234567899
Responses
numberstring · requiredThe number assigned to the ship to
namestring · requiredExample: John's Plumbingaddressstring · requiredExample: 123 w 123 ncitystring · requiredExample: Loganstatestring · requiredExample: Utahzipstring · requiredemailstring | null · requiredExample: [email protected]work_phonestring · requiredExample: 1234567899faxstring · requiredExample: 1234567899home_phonestring · requiredExample: 1234567899cell_phonestring · requiredExample: 1234567899idnumber · requiredcustomer_idnumber · required
Update Customer Ship To
path Parameters
customer_idstring · requiredship_to_idstring · required
Headers
Authorizationstring · requiredThe
Authorizationheader is used to authenticate with the API using your API key. Value is of the formatBearer YOUR_KEY_HERE.
Responses
numberstring · requiredThe number assigned to the ship to
namestring · requiredExample: John's Plumbingaddressstring · requiredExample: 123 w 123 ncitystring · requiredExample: Loganstatestring · requiredExample: Utahzipstring · requiredemailstring | null · requiredExample: [email protected]work_phonestring · requiredExample: 1234567899faxstring · requiredExample: 1234567899home_phonestring · requiredExample: 1234567899cell_phonestring · requiredExample: 1234567899idnumber · requiredcustomer_idnumber · required
Get Customer Accounts Receivable
This endpoint is in development and not yet available in production.
path Parameters
customer_idstring · required
query Parameters
filter[paid]booleanfilter[ar_date_start]stringfilter[ar_date_end]stringfilter[ar_due_date_start]stringfilter[ar_due_date_end]stringfilter[payment_date_start]stringfilter[payment_date_end]stringfilter[ar_actual_date_start]stringfilter[ar_actual_date_end]stringfilter[reference]stringfilter[repair_order_id]stringfilter[shop_id]stringPrimary key of the shop. If not provided, all locations within the company will be included.
sortstring · enumEnum values:referencedue_datedateactual_date
Headers
Authorizationstring · requiredThe
Authorizationheader is used to authenticate with the API using your API key. Value is of the formatBearer YOUR_KEY_HERE.
Responses
linksobject · requiredmetaobject · requireddataobject[] · required
