v1

latestOpenAPI 3.0.02026-07-2455104.8 MB
Customer

🔒 Update customer V3

This endpoint is currently in Beta and available for testing. It may contain bugs, and breaking changes can occur at any time without prior notice. We do not recommend using Beta endpoints in production environments. Should you choose to use it in production, you assume full responsibility for any resulting issues.

This endpoint requires the following scopes: customer:update.

Update an existing customer.

patch/api/v3/customers/{id}

Path parameters

idstring required

Request body

numberstring

Customer number

deviatingDebtorAccountNumberstring

Deviating debtor account number for accounting

notesstring

Notes for the customer

Example request

{
  "number": "700042",
  "deviatingDebtorAccountNumber": "711999",
  "mainProject": {
    "id": "13"
  },
  "primaryAddress": {
    "name": "Xentral ERP Solutions GmbH",
    "type": "company",
    "title": "Dr.",
    "contactPerson": "Laura Schneider",
    "salutation": "Sehr geehrte Damen und Herren",
    "department": "Research & Development",
    "subDepartment": "AI Lab",
    "addressSupplement": "Gebäude B, 4. Etage",
    "street": "Innovationsallee 7",
    "zipCode": "80333",
    "city": "München",
    "state": "BY",
    "country": "DE",
    "gln": "4012345000300",
    "email": "l.schneider@xentral.com",
    "phone": "+4915112345670",
    "mobile": "+4917612345671",
    "fax": "+4915112345672"
  },
  "deviatingBillingAddress": {
    "name": "Xentral ERP Solutions GmbH",
    "type": "company",
    "title": "Dr.",
    "contactPerson": "Laura Schneider",
    "salutation": "Sehr geehrte Damen und Herren",
    "department": "Research & Development",
    "subDepartment": "AI Lab",
    "addressSupplement": "Gebäude B, 4. Etage",
    "street": "Innovationsallee 7",
    "zipCode": "80333",
    "city": "München",
    "state": "BY",
    "country": "DE",
    "gln": "4012345000300",
    "email": "l.schneider@xentral.com",
    "phone": "+4915112345670",
    "mobile": "+4917612345671",
    "fax": "+4915112345672"
  },
  "communication": {
    "language": "DE",
    "website": "https://xentral.com",
    "allowTrackingEmails": true,
    "allowFollowUpConfirmations": true,
    "additionalContactInformation": [
      {
        "key": "linkedin",
        "value": "linkedin.com/in/lschneider"
      }
    ]
  },
  "financials": {
    "primaryBankAccount": {
      "bankName": "Commerzbank AG",
      "accountHolder": "Xentral ERP Solutions GmbH",
      "iban": "DE12500105170648489890",
      "bic": "COBADEFFXXX",
      "sepa": {
        "isCompanySepa": true,
        "mandateReference": "TN2025DE9876543210XYZ",
        "mandateReferenceDate": "2025-03-01",
        "usage": "recurring",
        "isInitialMandate": true,
        "remark": "Standard SEPA mandate for monthly invoice settlement"
      }
    },
    "tax": {
      "vatId": "DE112233445",
      "taxNumber": "HRB 98765",
      "taxation": "eu",
      "taxDisplay": "alwaysGross",
      "useDeliveryThreshold": true,
      "customsInformation": "HS‑Code 8542.31 – Integrated circuits, origin DE, duty‑free under EU‑US agreement"
    },
    "paymentTerms": {
      "fixedPaymentTerms": true,
      "paymentTargetDays": 30,
      "paymentTargetDiscount": 2,
      "paymentTargetDiscountDays": 10
    },
    "paymentMethod": {
      "id": "13"
    },
    "supplierNumberForCustomer": "TN‑EX‑70042",
    "subscriptionPaymentMethod": "invoice",
    "defaultCurrency": "EUR",
    "creditLimit": 25000
  },
  "fulfillment": {
    "shippingMethod": {
      "id": "13"
    },
    "deliveryTerms": "DAP",
    "deliveryBlockDate": "2025-06-10",
    "autoCreateDocuments": "invoice",
    "orderQuoteRemarks": "Standard delivery schedule – weekdays 08:00‑18:00",
    "commissionConsignmentWarehouse": {
      "id": "13"
    }
  },
  "documentDelivery": {
    "amountInvoicePrints": 1,
    "documentRecipients": {
      "offer": {
        "to": "invoice-send@domain.tpl",
        "cc": [
          "invoice-send-cc@otherdomain.tpl"
        ]
      },
      "salesOrder": {
        "to": "invoice-send@domain.tpl",
        "cc": [
          "invoice-send-cc@otherdomain.tpl"
        ]
      },
      "invoice": {
        "to": "invoice-send@domain.tpl",
        "cc": [
          "invoice-send-cc@otherdomain.tpl"
        ]
      },
      "creditNote": {
        "to": "invoice-send@domain.tpl",
        "cc": [
          "invoice-send-cc@otherdomain.tpl"
        ]
      },
      "deliveryNote": {
        "to": "invoice-send@domain.tpl",
        "cc": [
          "invoice-send-cc@otherdomain.tpl"
        ]
      },
      "purchaseOrder": {
        "to": "invoice-send@domain.tpl",
        "cc": [
          "invoice-send-cc@otherdomain.tpl"
        ]
      },
      "dunning": {
        "to": "invoice-send@domain.tpl",
        "cc": [
          "invoice-send-cc@otherdomain.tpl"
        ]
      }
    }
  },
  "accountManager": {
    "id": "13"
  },
  "salesManager": {
    "id": "447",
    "commission": 4.5
  },
  "originSalesChannel": {
    "id": "1"
  },
  "groups": [
    {
      "id": "8"
    }
  ],
  "customerRoles": [
    {
      "project": {
        "id": "13"
      },
      "validFrom": "2025-01-01",
      "expiresAt": "2026-12-31"
    }
  ],
  "customFields": [
    {
      "key": "customField1",
      "label": "lifecycle",
      "value": "prospect"
    }
  ],
  "notes": "Key account – high‑value contracts expected in FY 2026.",
  "tags": [
    {
      "title": "important"
    }
  ]
}

Response

Update an existing customer.

Example response

{
  "data": {
    "id": "1",
    "createdAt": "2025-03-15T09:27:00+01:00",
    "updatedAt": "2025-10-20T14:45:12+01:00",
    "number": "700042",
    "deviatingDebtorAccountNumber": "711999",
    "mainProject": {
      "id": "1"
    },
    "primaryAddress": {
      "name": "John",
      "type": "mr",
      "title": "Ms.",
      "contactPerson": "Laura Schneider",
      "department": "Research & Development",
      "subDepartment": "CAI Lab",
      "addressSupplement": "Gebäude B, 4. Etage",
      "street": "Fuggerstraße 11",
      "zipCode": "86150",
      "city": "Augsburg",
      "state": "BY",
      "country": "DE",
      "salutation": "Sehr geehrte Damen und Herren",
      "gln": "1234567890123",
      "email": "alice@example.com",
      "phone": "+1-234-567-8900",
      "fax": "+1-234-567-8901",
      "mobile": "+1-234-567-8902"
    },
    "deviatingBillingAddress": {
      "name": "John",
      "type": "mr",
      "title": "Ms.",
      "contactPerson": "Laura Schneider",
      "department": "Research & Development",
      "subDepartment": "CAI Lab",
      "addressSupplement": "Gebäude B, 4. Etage",
      "street": "Fuggerstraße 11",
      "zipCode": "86150",
      "city": "Augsburg",
      "state": "BY",
      "country": "DE",
      "salutation": "Sehr geehrte Damen und Herren",
      "gln": "1234567890123",
      "email": "alice@example.com",
      "phone": "+1-234-567-8900",
      "fax": "+1-234-567-8901",
      "mobile": "+1-234-567-8902"
    },
    "communication": {
      "language": "DE",
      "website": "https://www.xentral.com",
      "allowTrackingEmails": true,
      "allowFollowUpConfirmations": true,
      "allowMarketingEmails": false,
      "additionalContactInformation": [
        {
          "key": "Skype",
          "value": "xentral.support"
        },
        {
          "key": "LinkedIn",
          "value": "https://www.linkedin.com/company/xentralsoftware"
        }
      ]
    },
    "financials": {
      "primaryBankAccount": {
        "bankName": "XYZ***",
        "accountHolder": "Xen**************************",
        "iban": "DE89**************3000",
        "bic": "*******FXXX",
        "sepa": {
          "isCompanySepa": true,
          "mandateReference": "TN2*********************",
          "mandateReferenceChange": false,
          "mandateReferenceDate": "2025-03-01",
          "usage": "recurring",
          "isInitialMandate": true,
          "remark": "Standard SEPA mandate for monthly invoice settlement"
        }
      },
      "tax": {
        "vatId": "DE112233445",
        "taxNumber": "l2/345/67890",
        "taxation": "eu",
        "taxDisplay": "alwaysGross",
        "useDeliveryThreshold": true,
        "customsInformation": "l2/345/67890 – Integrated circuits, origin DE, duty‑free under EU‑US agreement"
      },
      "paymentTerms": {
        "fixedPaymentTerms": true,
        "paymentTargetDays": 30,
        "paymentTargetDiscount": 2,
        "paymentTargetDiscountDays": 10
      },
      "paymentMethod": {
        "id": "1"
      },
      "supplierNumberForCustomer": "TN‑EX‑70042",
      "subscriptionPaymentMethod": "invoice",
      "defaultCurrency": "EUR",
      "creditLimit": 25000
    },
    "fulfillment": {
      "shippingMethod": {
        "id": "1"
      },
      "freeShippingActive": false,
      "freeShippingFrom": 0,
      "ageCheckRequired": false,
      "deliveryTerms": "DAP",
      "deliveryBlock": false,
      "deliveryBlockDate": "2025-06-10",
      "deliveryBlockReason": "",
      "autoCreateDocuments": "deliveryNoteAndInvoice",
      "orderQuoteRemarks": "Standard delivery schedule – weekdays 08:00‑18:00",
      "commissionConsignmentWarehouse": {
        "id": "1"
      }
    },
    "documentDelivery": {
      "invoiceAlwaysPaper": false,
      "amountInvoicePrints": 1,
      "preferFax": false,
      "documentRecipients": {
        "offer": {
          "to": "offer-send@domain.tpl",
          "cc": [
            "offer-send-cc@otherdomain.tpl"
          ]
        },
        "salesOrder": {
          "to": "salesOrder-send@domain.tpl",
          "cc": [
            "salesOrder-send-cc@otherdomain.tpl"
          ]
        },
        "invoice": {
          "to": "invoice-send@domain.tpl",
          "cc": [
            "invoice-send-cc@otherdomain.tpl"
          ]
        },
        "creditNote": {
          "to": "creditNote-send@domain.tpl",
          "cc": [
            "creditNote-send-cc@otherdomain.tpl"
          ]
        },
        "deliveryNote": {
          "to": "deliveryNote-send@domain.tpl",
          "cc": [
            "deliveryNote-send-cc@otherdomain.tpl"
          ]
        },
        "purchaseOrder": {
          "to": "purchaseOrder-send@domain.tpl",
          "cc": [
            "purchaseOrder-send-cc@otherdomain.tpl"
          ]
        },
        "dunning": {
          "to": "dunning-send@domain.tpl",
          "cc": [
            "dunning-send-cc@otherdomain.tpl"
          ]
        }
      }
    },
    "customerRoles": [
      {
        "project": {
          "id": "1"
        },
        "validFrom": "2024-10-23",
        "expiresAt": "2026-10-23"
      },
      {
        "project": {
          "id": "2"
        },
        "validFrom": "2024-11-17",
        "expiresAt": "2025-11-17"
      }
    ],
    "groups": [
      {
        "id": "1"
      },
      {
        "id": "2"
      }
    ],
    "accountManager": {
      "id": "1"
    },
    "salesManager": {
      "id": "1",
      "commission": 4.5
    },
    "originSalesChannel": {
      "id": "1"
    },
    "customFields": [
      {
        "key": "customer_category",
        "value": "Premium",
        "label": "Customer Category"
      },
      {
        "key": "priority_level",
        "value": "High",
        "label": "Priority Level"
      }
    ],
    "notes": "Customer prefers morning deliveries",
    "deliveryAddresses": [
      {
        "id": "1",
        "type": "company",
        "name": "Acme Logistics Hub Berlin",
        "title": "Dr.",
        "contactPerson": "Marco Schmidt",
        "salutation": "Hallo Logistics Team",
        "department": "Logistics",
        "subDepartment": "Distribution Center",
        "addressSupplement": "Hall B",
        "street": "Lagerweg 22",
        "zipCode": "10437",
        "city": "Berlin",
        "state": "BE",
        "country": "DE",
        "gln": "4012345000300",
        "phone": "+491231234567",
        "mobile": "+49170123456",
        "fax": "+491231234567-1",
        "email": "name@provider.com",
        "deliveryDetails": {
          "taxType": "domestic",
          "defaultDeliveryAddress": true,
          "termsOfDelivery": "EXW",
          "vatId": "DE123456789",
          "remark": "Main Berlin hub open 06:00 to 22:00",
          "note": "Deliveries after 10am only"
        }
      }
    ],
    "contactPersons": [
      {
        "id": "17",
        "type": "mr",
        "name": "Alice Smith",
        "title": "Ms.",
        "salutation": "Dear Alice,",
        "department": "Sales",
        "subDepartment": "Customer Service",
        "street": "123 Main St",
        "addressSupplement": "Suite 100",
        "zipCode": "12345",
        "city": "Springfield",
        "country": "US",
        "state": "CA",
        "phone": "+1-234-567-8900",
        "mobile": "+1-800-567-8900",
        "fax": "+1-234-567-8901",
        "email": "alice@example.com",
        "contactPersonDetails": {
          "position": "Head of Controlling",
          "birthday": "1978-04-12",
          "language": "DE",
          "allowMarketingEmails": false,
          "internalNote": "Key decision‑maker for raw‑material contracts; prefers email after 17:00 CET.",
          "remarks": "Speaks fluent English, French and Mandarin. Holds a PhD in Economics."
        },
        "groups": [
          {
            "id": "1"
          }
        ],
        "createdAt": "2025-03-15T09:27:00+01:00",
        "updatedAt": "2025-10-20T14:45:12+01:00"
      }
    ],
    "tags": [
      {
        "id": "1",
        "title": "important"
      }
    ]
  }
}