👫Customers

This page provides a description of the available API routes for managing customers.

The data model for customer is represented by Customer class.

API methods

Get customers

GET http://{server-address}/customers

Returns all customers that matches query parameters. Result is of type QueryResult<Customer>.

Query Parameters

Name
Type
Description

CardSerialNumber

string

Supports NData syntax. Compares SerialNumber property of elements in Cards collection.

ExternalId

string

Supports NData syntax.

CreditRate

decimal

Supports NData syntax.

DiscountRate

decimal

Supports NData syntax.

IsActive

bool

Supports NData syntax.

ExpirationTime

DateTime

Supports NData syntax.

IsExpired

bool

Boolean values allowed. Compares provided value to Status property based on ActivationTime and ExpirationTime.

Search

string

Value is compared with partial case-insensitive match in following properties: FirstName, LastName, Company.Name, Company.VatId, Company.TaxId and Note.

$skip

int

Pagination property. Describing number of records to skip from beginning of result collection.

$take

int

Pagination property. Maximum count of items to be returned.

$sort

string[]

Comma separated list of property names. Please see NData syntax.

$count

bool

If set to true, response will not contain items collection. Use to get resource count, not the resources themselves.

Headers

Name
Type
Description

Authorization*

string

Authorization header with authorization token.

{
    "items":
    [
        {
            "id": "customer-id",
            "externalId": null,
            "isActive": true,
            "status": "Valid",
            "activationTime": null,
            "expirationTime": null,
            "firstName": "John",
            "lastName": "Doe",
            "fullName": "John Doe",
            "gender": null,
            "birthDate": null,
            "email": "john.doe@portos.sk",
            "phone": null,
            "isCompany": false,
            "company": null,
            "address": null,
            "deliveryAddress": null,
            "credit":
            {
                "amount": 0.0,
                "currencyLabel": null
            },
            "creditTransactions": [],
            "cards":
            [
                {
                    "externalId": "external-card-id",
                    "isActive": true,
                    "isVirtual": true,
                    "serialNumber": "card-serial-number",
                    "processor": "P",
                    "status": "Valid",
                    "statusTime": null,
                    "statusReason": null,
                    "activationTime": "2022-11-01T00:00:00.00Z",
                    "expirationTime": null,
                    "note": null,
                    "meta": null
                }
            ],
            "creditRate": 0.0,
            "discountRate": 0.0,
            "note": null,
            "meta": {},
            "_v": 1
        }
    ],
    "count": 1,
    "totalCount": 1
}

Get customer by ID

GET http://{server-address}/customers/{id}

Result is of type Customer.

Path Parameters

Name
Type
Description

id*

string

Unique customer identifier.

Headers

Name
Type
Description

Authorization*

string

Authorization header with authorization token.

{
    "id": "customer-id",
    "externalId": null,
    "isActive": true,
    "status": "Valid",
    "activationTime": null,
    "expirationTime": null,
    "firstName": "John",
    "lastName": "Doe",
    "fullName": "John Doe",
    "gender": null,
    "birthDate": null,
    "email": "john.doe@portos.sk",
    "phone": null,
    "isCompany": false,
    "company": null,
    "address": null,
    "deliveryAddress": null,
    "credit":
    {
        "amount": 0.0,
        "currencyLabel": null
    },
    "creditTransactions":
    [],
    "cards":
    [
        {
            "externalId": "external-card-id",
            "isActive": true,
            "isVirtual": true,
            "serialNumber": "card-serial-number",
            "processor": "P",
            "status": "Valid",
            "statusTime": null,
            "statusReason": null,
            "activationTime": "2022-11-01T00:00:00.00Z",
            "expirationTime": null,
            "note": null,
            "meta": null
        }
    ],
    "creditRate": 0.0,
    "discountRate": 0.0,
    "note": null,
    "meta":
    {},
    "_v": 1
}

Create customer

POST http://{server-address}/customers

Creates new customer. Result is of type Customer.

Required rights

Authorized user must have CustomerCreate right assigned.

Headers

Name
Type
Description

Authorization*

string

Authorization header with authorization token.

Request Body

Name
Type
Description

(body)*

Customer

Customer model to create

{
    "id": "customer-id",
    "externalId": null,
    "isActive": true,
    "status": "Valid",
    "activationTime": null,
    "expirationTime": null,
    "firstName": "John",
    "lastName": "Doe",
    "fullName": "John Doe",
    "gender": null,
    "birthDate": null,
    "email": "john.doe@portos.sk",
    "phone": null,
    "isCompany": false,
    "company": null,
    "address": null,
    "deliveryAddress": null,
    "credit":
    {
        "amount": 0.0,
        "currencyLabel": null
    },
    "creditTransactions":
    [],
    "cards":
    [
        {
            "externalId": "external-card-id",
            "isActive": true,
            "isVirtual": true,
            "serialNumber": "card-serial-number",
            "processor": "P",
            "status": "Valid",
            "statusTime": null,
            "statusReason": null,
            "activationTime": "2022-11-01T00:00:00.00Z",
            "expirationTime": null,
            "note": null,
            "meta": null
        }
    ],
    "creditRate": 0.0,
    "discountRate": 0.0,
    "note": null,
    "meta":
    {},
    "_v": 1
}

Create or update customer

PUT http://{server-address}/customers/{id}

Updates existing or creates new customer. Result is of type Customer.

Required rights

Authorized user must have assigned CustomerCreate or CustomerUpdate right. When updating existing customer, additional roles may be required: if discountRate property is changed, CustomerSetDiscount is required; If credit property is changed, CustomerSetCredit is required.

Path Parameters

Name
Type
Description

id*

string

Unique customer identifier.

Headers

Name
Type
Description

Authorization*

string

Authorization header with authorization token.

Request Body

Name
Type
Description

(body)*

Customer

Customer model to create or update.

{
    "id": "customer-id",
    "externalId": null,
    "isActive": true,
    "status": "Valid",
    "activationTime": null,
    "expirationTime": null,
    "firstName": "John",
    "lastName": "Doe",
    "fullName": "John Doe",
    "gender": null,
    "birthDate": null,
    "email": "john.doe@portos.sk",
    "phone": null,
    "isCompany": false,
    "company": null,
    "address": null,
    "deliveryAddress": null,
    "credit":
    {
        "amount": 0.0,
        "currencyLabel": null
    },
    "creditTransactions":
    [],
    "cards":
    [
        {
            "externalId": "external-card-id",
            "isActive": true,
            "isVirtual": true,
            "serialNumber": "card-serial-number",
            "processor": "P",
            "status": "Valid",
            "statusTime": null,
            "statusReason": null,
            "activationTime": "2022-11-01T00:00:00.00Z",
            "expirationTime": null,
            "note": null,
            "meta": null
        }
    ],
    "creditRate": 0.0,
    "discountRate": 0.0,
    "note": null,
    "meta":
    {},
    "_v": 1
}

Delete customer by ID

DELETE http://{server-address}/customers/{id}

Required rights

Authorized user must have CustomerDelete right assigned.

Path Parameters

Name
Type
Description

id*

string

Unique customer identifier.

Headers

Name
Type
Description

Authorization*

string

Authorization header with authorization token.

{
    "id": "customer-id",
    "externalId": null,
    "isActive": true,
    "status": "Valid",
    "activationTime": null,
    "expirationTime": null,
    "firstName": "John",
    "lastName": "Doe",
    "fullName": "John Doe",
    "gender": null,
    "birthDate": null,
    "email": "john.doe@portos.sk",
    "phone": null,
    "isCompany": false,
    "company": null,
    "address": null,
    "deliveryAddress": null,
    "credit":
    {
        "amount": 0.0,
        "currencyLabel": null
    },
    "creditTransactions":
    [],
    "cards":
    [
        {
            "externalId": "external-card-id",
            "isActive": true,
            "isVirtual": true,
            "serialNumber": "card-serial-number",
            "processor": "P",
            "status": "Valid",
            "statusTime": null,
            "statusReason": null,
            "activationTime": "2022-11-01T00:00:00.00Z",
            "expirationTime": null,
            "note": null,
            "meta": null
        }
    ],
    "creditRate": 0.0,
    "discountRate": 0.0,
    "note": null,
    "meta":
    {},
    "_v": 1
}
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