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API Reference/customers

customers

Customer records for invoicing and AR.

16 endpoints.

  • GET/api/v1/customersList customers
  • POST/api/v1/customersCreate customer
  • POST/api/v1/customers/analyze-payment-behaviorAI payment behavior analysis
  • POST/api/v1/customers/auto-categorizeBulk AI auto-categorize uncategorized customers
  • POST/api/v1/customers/bulk-uploadBulk upload customers from CSV
  • GET/api/v1/customers/bulk-upload/templateDownload bulk customer upload CSV template
  • POST/api/v1/customers/categorizeAI categorize customer
  • POST/api/v1/customers/check-duplicatesCheck for duplicate customers
  • DELETE/api/v1/customers/{customer_id}Delete customer
  • GET/api/v1/customers/{customer_id}Get customer
  • PUT/api/v1/customers/{customer_id}Update customer
  • GET/api/v1/customers/{customer_id}/contactsList customer contacts
  • POST/api/v1/customers/{customer_id}/contactsCreate customer contact
  • DELETE/api/v1/customers/{customer_id}/contacts/{contact_id}Delete customer contact
  • GET/api/v1/customers/{customer_id}/contacts/{contact_id}Get customer contact
  • PUT/api/v1/customers/{customer_id}/contacts/{contact_id}Update customer contact

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