Clients
Upload CSF PDF to create or update client
Upload a CSF (Constancia de Situación Fiscal) PDF file from SAT to automatically extract fiscal information and create a new client or update an existing one.
How it works:
- Upload the CSF PDF file as multipart/form-data
- The system extracts RFC and CIF from the PDF
- Validates the fiscal information against SAT
- Creates a new client or updates an existing one with the fiscal data
Query Parameters:
- client_id (optional): If provided, updates the existing client. If omitted, creates a new client.
Extracted Information:
- Legal name (Razón Social)
- RFC (Tax ID)
- Fiscal regime (Régimen Fiscal)
- Fiscal type (company/individual)
- Fiscal status
- Complete address (street, exterior/interior number, neighborhood, city, state, zip code)
gigstack Connect: Create or update clients for other teams using the team parameter.
post/clients/csf
Query parameters
teamstring
gigstack Connect: Target team ID for multi-team access.
Requires gigstack Connect enabled on your team and shared billing account.
Example: ?team=team_xyz789
client_idstring
Optional client ID to update. If not provided, creates a new client.
Response
Client updated successfully with CSF data
Example response
{
"message": "Client updated with CSF data",
"data": {
"id": "client_1234567890",
"address": {
"country": "MEX",
"street": "Av. Insurgentes Sur",
"zip": "03100",
"city": "Ciudad de México",
"state": "CDMX",
"exterior": "123",
"interior": "4B",
"municipality": "Benito Juárez",
"neighborhood": "Del Valle"
},
"name": "Juan Pérez García",
"company": "Empresa SA de CV",
"phone": "+52 55 1234 5678",
"email": "juan.perez@ejemplo.com",
"bcc": [
"admin@empresa.com"
],
"metadata": {
"custom_field": "value"
},
"is_valid": true,
"from": "api",
"legal_name": "Juan Pérez García",
"livemode": true,
"owner": "user_1234567890",
"tax_id": "PEGJ800101ABC",
"use": "P01",
"tax_system": "601",
"team": "team_1234567890",
"created_at": 1677651234,
"efos": {
"is_valid": true
},
"defaults": {
"issue_invoiceable_receipts": true
}
}
}