v1

latestOpenAPI 3.1.0Proprietary2026-08-06177398877.4 KB
Customers

Filter customers

Filter customers using comprehensive query criteria with AND/OR logic and multiple operators. Supports complex filtering similar to GraphQL capabilities. Note: Soft-deleted customers are excluded by default (deletedAt defaults to { isNull: true }).

post/customers/filter

Request body

pageSizeinteger

Number of results per page

cursorstring

Pagination cursor for next page

Example request

{
  "filter": {
    "and": [
      {
        "status": {
          "equalTo": "ACTIVE"
        }
      },
      {
        "industry": {
          "equalTo": "MANUFACTURING"
        }
      }
    ]
  },
  "pageSize": 50
}

Response

Successful response

Example response

{
  "data": [
    {
      "object": "CUSTOMER",
      "id": "550e8400-e29b-41d4-a716-446655440000",
      "name": "Acme Manufacturing Corp",
      "friendlyId": "A123456",
      "website": "https://acme-manufacturing.com",
      "phoneNumber": "+1-555-123-4567",
      "naics": "336411",
      "ein": "12-3456789",
      "duns": "123456789",
      "leadSource": "Referral",
      "dbaName": "Acme Corp DBA",
      "externalId": "EXT-12345",
      "creditLimit": 50000,
      "creditUsageWarning": 40000,
      "freeCreditReq": 5000,
      "defaultMargin": 0.15,
      "minMargin": 0.1,
      "maxMargin": 0.25,
      "defaultInternalNotes": "Contact via email only",
      "defaultCarrierNotes": "Call pickup contact before arrival",
      "defaultExternalNotes": "Please call 1 hour before delivery",
      "group": {
        "id": "550e8400-e29b-41d4-a716-446655440000",
        "key": "ERP-USER-12345"
      },
      "paymentTerm": {
        "id": "550e8400-e29b-41d4-a716-446655440000",
        "key": "ERP-PAYTERM-NET30",
        "name": "Net 30",
        "description": "Payment due 30 days from invoice date",
        "days": 30,
        "quickPayFee": 0.05,
        "createdAt": "2025-01-15T10:00:00Z",
        "updatedAt": "2025-01-15T14:30:00Z"
      },
      "notes": "Prefers email communication",
      "closedBy": {
        "id": "550e8400-e29b-41d4-a716-446655440000",
        "key": "ERP-USER-12345",
        "email": "john.doe@example.com",
        "name": "John Doe",
        "phone": "+1-555-123-4567",
        "phoneExt": "123",
        "status": "ACTIVE",
        "avatarId": "7c9e6679-7425-40de-944b-e07fc1f90ae7",
        "createdAt": "2025-01-15T10:00:00Z",
        "updatedAt": "2025-01-15T14:30:00Z"
      },
      "corporateAddress": {
        "line1": "123 Main St",
        "line2": "Suite 400",
        "city": "Chicago",
        "country": "USA",
        "market": "CHI",
        "latitude": "41.8781",
        "longitude": "-87.6298",
        "isSmartyValidated": true,
        "obeysDst": true
      },
      "billingAddress": {
        "line1": "123 Main St",
        "line2": "Suite 400",
        "city": "Chicago",
        "country": "USA",
        "market": "CHI",
        "latitude": "41.8781",
        "longitude": "-87.6298",
        "isSmartyValidated": true,
        "obeysDst": true
      },
      "key": "ERP-CUSTOMER-12345",
      "contacts": [
        {
          "object": "CUSTOMER_CONTACT",
          "id": "550e8400-e29b-41d4-a716-446655440000",
          "key": "ERP-CONTACT-JOHN-001",
          "name": "John Smith",
          "contactInfo": {
            "name": "John Smith",
            "email": "john.smith@example.com",
            "phoneNumber": "+1-555-0100",
            "title": "Operations Manager"
          },
          "phoneExtension": "1234",
          "isPrimary": true,
          "contactTypes": [
            "BILLING",
            "ACCOUNT_MANAGER"
          ],
          "notifications": [
            "SHIPMENT_PICKED_UP",
            "SHIPMENT_DELIVERED"
          ],
          "invitedUser": {
            "id": "550e8400-e29b-41d4-a716-446655440000",
            "key": "ERP-USER-12345",
            "email": "john.doe@example.com",
            "name": "John Doe",
            "phone": "+1-555-123-4567",
            "phoneExt": "123",
            "status": "ACTIVE",
            "avatarId": "7c9e6679-7425-40de-944b-e07fc1f90ae7",
            "createdAt": "2025-01-15T10:00:00Z",
            "updatedAt": "2025-01-15T14:30:00Z"
          },
          "deletedBy": {
            "id": "550e8400-e29b-41d4-a716-446655440000",
            "key": "ERP-USER-12345",
            "email": "john.doe@example.com",
            "name": "John Doe",
            "phone": "+1-555-123-4567",
            "phoneExt": "123",
            "status": "ACTIVE",
            "avatarId": "7c9e6679-7425-40de-944b-e07fc1f90ae7",
            "createdAt": "2025-01-15T10:00:00Z",
            "updatedAt": "2025-01-15T14:30:00Z"
          },
          "createdAt": "2025-01-15T10:00:00Z"
        }
      ],
      "createdAt": "2025-01-15T10:00:00Z",
      "updatedAt": "2025-01-15T14:30:00Z",
      "deletedBy": {
        "id": "550e8400-e29b-41d4-a716-446655440000",
        "key": "ERP-USER-12345",
        "email": "john.doe@example.com",
        "name": "John Doe",
        "phone": "+1-555-123-4567",
        "phoneExt": "123",
        "status": "ACTIVE",
        "avatarId": "7c9e6679-7425-40de-944b-e07fc1f90ae7",
        "createdAt": "2025-01-15T10:00:00Z",
        "updatedAt": "2025-01-15T14:30:00Z"
      }
    }
  ],
  "pagination": {
    "pageSize": 50,
    "hasNextPage": true,
    "endCursor": "eyJpZCI6IjU1MGU4NDAwLWUyOWItNDFkNC1hNzE2LTQ0NjY1NTQ0MDAwMCJ9"
  }
}