Add/Update Customer

The following endpoint can be used to add or update a customer within the Process Level 3 application. The customer mobile phone number and email address will be used to send payment requests to the customer.

Endpoint

The following endpoint can be used to add or update a customer. You must replace the {base_url} and {site_id} variable with the site id that was provided when the site was created.

POST

{base_url}/api/v3.1/site/{site_id}/customer/addUpdate

The same endpoint is used to add or update a customer. If a customer already exists with the {external_id} , the customer will be updated otherwise it will be inserted.

Request

Field

Type

Description

external_id

String

The unique customer id from the source system/database. If we detect a record with the same external_id, it will be updated, otherwise it will be added.

first_name

String

The first name of the customer. At least one of first_name, last_name, account_name, email, or mobile_phone is required.

last_name

String

The last name of the customer. At least one of first_name, last_name, account_name, email, or mobile_phone is required.

account_name

String

If the customer is a business, you may use this field as an extra identifier (Ex. 123 Main Street or ABC Company). At least one of first_name, last_name, account_name, email, or mobile_phone is required.

mobile_phone

String

The customers mobile phone number. Required if notification_options.notify_phone is enabled. At least one of first_name, last_name, account_name, email, or mobile_phone is required.

String

The customers email address. Required if notification_options.notify_email is enabled. At least one of first_name, last_name, account_name, email, or mobile_phone is required.

notes

String

Internal customer notes. Visible to merchant only.

active

Boolean

Whether the customer record is active and available to be used.
Default = true

notification_options

The customer's preferences for receiving notifications via text message and email.

Sample Request

			
{
  "external_id": "39772634",
  "first_name": "John",
  "last_name": "Doe",
  "account_name": "",
  "mobile_phone": "111-222-3333",
  "email": "johndoe@abc.com",
  "notes": "World's best customer",
  "active": true,
  "notification_options": {
    "notify_phone": true,
    "notify_email": true
  }
}

Response

Field

Type

Description

success

Boolean

Whether the record was added or updated successfully.

action

String

Informs whether the record was added or updated. Will only be returned if success is true.
One of added, updated

_id

String

The auto generated id assigned to the record.

errors

String [ ]

A list of errors. Will only be returned if success is false.

Sample Response (Successful)

			
{
  "success": true,
  "action": "added",
  "_id": "60f720d248f143332af022e0"
}

Sample Response (Failed)

			
{
  "success": false,
  "errors": [
    "invalid field2",
    "missing field_name"
  ]
}