Customers

Customer related endpoints are used to manage customer data in the Sales module within Zenegy Numbers.

Required query paramers for customers.

  • tenantUid - Uid of a platform.
  • customerUid - Uid of a single customer.

Get customers base array

Get customers base array

This endpoint will return an array of base customer data on a platform, the array can be filtered using the following parameters:

  • Skip - Skip x records in the array.
  • Take - Take x amount of records in the returned array - Default amount is 100 records.
  • customerStatus - Filter customers by current status - Allowed values: ACTIVE, BLOCKED, ARCHIVED.
  • customerType - Filter customers by type - Allowed values: COMPANY, PRIVATE.
  • createdFromDate - Filter customers created after defined date - Will return all customers created from defined date until current date, when used without "createdToDate" parameter.
  • createdToDate - Filter customers created before defined date - Will return all customers created before defined date, when used without "createdFromDate" parameter.

Get detailed customer data

Get customer details

This endpoint will return the detailed data for a single customer, defined via the path parameter.

The value of the "customerUid" parameter must match the uid of an existing customer.

Property description
Changeable Property Description
:x: uid The unique ID of customer.
:x: createdOn Creation date of customer.
:white-check-mark: type Type of customer. Possible values:"COMPANY" and "PRIVATE".
:white-check-mark: status Status of customer. Possible values:"ACTIVE", "BLOCKED" and "ARCHIVED".
:white-check-mark: customerNumber Customer number of customer.
:white-check-mark: identificationNumber Company identification number for "COMPANY" type customers.
:white-check-mark: name Name of customer.
:white-check-mark: alias Custom alias of customer.
:white-check-mark: address Street and number of customer.
:white-check-mark: countryOfOrigin Country of customer as ISO 3166 ALPHA-2 codes.
:white-check-mark: language Language of customer as ISO 4217 codes.
:white-check-mark: eanNumber Ean number of customer.
:white-check-mark: postalCode Postal code of customer address.
:white-check-mark: city City of customer address.
:white-check-mark: contact Object containing contact information on customer.
:white-check-mark: contact/phone Phone number of customer contact.
:white-check-mark: contact/webpage Web page of customer contact.
:white-check-mark: contact/email E-mail address of customer contact.
:x: isFromIntegration True/false. True=customer is created by an integration, false=customer is created via the web ui.
:white-check-mark: vatNumber VAT number of customers VAT group.
:x: saldo Object containg the balance on customer.
:white-check-mark: saldo/amount Amount of balance on customer.
:white-check-mark: currencyCode Currency of customer balance as ISO 4217 codes.
:x: turnoverInBaseCurrency Turnover amount in the base platform currency of customer.
:white-check-mark: categoryUid Unique ID of customer category.
:white-check-mark: groupUid Unique ID of customer group.
:white-check-mark: financeCodeUid Unique ID of customer finance code.
:white-check-mark: invoicingInfo Object containing invoicing information on customer.
:white-check-mark: invoicingInfo/attention Attention line on invoices for customer.
:white-check-mark: invoicingInfo/invoiceMail E-mail address used for customer invoices.
:white-check-mark: invoicingInfo/creditMax Maximum credit allowed on customer invoices.
:white-check-mark: invoicingInfo/vatZone VAT zone of customer. Possible values:"DOMESTIC", "EUROPEAN" and "ABROAD".
:white-check-mark: invoicingInfo/paymentType Payment type of customer invoices.
:white-check-mark: invoicingInfo/currencyCode Currency of customer invoices as ISO 4217 codes.
:white-check-mark: invoiceingInfo/paymentTermUid Unique id of customer invocice payment terms.
:white-check-mark: invoicingInfo/paymentTermType Type of payment term for customer invoices.
:white-check-mark: usedInBooked True/false. True=Customer has been used in an entry booked to the general ledger, false=No entry with customer has been booked.
:white-check-mark: bankAccounts Array of bank accounts on customer
:white-check-mark: bankAccounts/accountNumber Account number of a customer bank account.
:white-check-mark: bankAccounts/iban Iban number of a customer bank account.
:white-check-mark: eanContact Ean contact on customer.
:white-check-mark: discount Discount amount on customer.
:x: systemId Automatic system id of customer.

Create customer

Create customer

This endpoint is used to create new customers on a platform.

Property explanation:

RequiredPropertyDescription
addressStreet and number of the customer's address.
cityCity of the customer's address.
postalCodePostal code of the customer's city.
countryOfOriginCountry of customers location as ISO 3166 ALPHA-2 codes.
currencyCodeCurrency used by customer as ISO 4217 codes.
customerNumberCustomer number used in Zenegy.
typeCustomer type, allowed values: "COMPANY", "PRIVATE".
identificationNumberCompany identification number for company type customers.
invoicingMailE-mail address used for customer communication.
nameName of customer.

Update customer

Update customer

This endpoint can be used to update customer information, the endpoint uses PATCH functionality so the request should be structured to fit that syntax.

The value of the "customerUid" parameter must match the uid of an existing customer.

Request example:

{
  "address": "New address 1"
}
{
  "address": "New address 1",
  "city": "New city"
}

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Customer categories, finance codes, and groups.

Updating customer categories, finance codes and groups the uid's of the entities is required.
The uid's can be obtained by using the GET endpoints for customer enrichments.


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Logic information.

To learn more about the logic of customers in Zenegy use this Help article.


What’s Next

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