Customers

Explore the Customers endpoints in Swagger.

View the coverage for customers in the Data Coverage Explorer.

Overview

A customer is a person or organisation that buys goods or services. From the Customers endpoints, you can retrieve a list of all the customers of a company.

Customers' data links to accounts receivable invoices.

Data model

Field	Type	Description
id	string	Identifier for the customer, unique to the company in the accounting platform.
customerName	string	Name of the customer as recorded in the accounting system, typically the company name.
contactName	string	Name of the main contact for the identified customer.
emailAddress	string	Email address the customer can be contacted by.
defaultCurrency	string See currency	Default currency the transactional data of the customer is recorded in.
phone	string	Phone number the customer can be contacted by.
addresses		An array of Addresses.
contacts		An array of Contacts.
registrationNumber	string	Company number. In the UK, this is typically the Companies House company registration number.
taxNumber	string	Company tax number.
status	string	Current state of the customer, either: `Unknown` `Active` `Archived`
modifiedDate	string See date	Date the record was last updated in the Codat system.
sourceModifiedDate	string See date	Date the record was last changed in the accounting system.

Addresses

Field	Type	Description
type	string	Type of the address, either: `Unknown` `Billing` `Delivery`
line1	string	Line 1 of the customer address.
line2	string	Line 2 of the customer address.
city	string	City of the customer address.
region	string	Region of the customer address.
country	string	Country of the customer address.
postalCode	string	Postal code or zip code.

Contacts

Field	Type	Description
name	string	Name of a contact for a customer.
email	string	Email of a contact for a customer.
phone		An array of Phone numbers.
address		An object of Address information.
status	string	Status of customer contacts, either: `Active` `Archived` `Unknown` Customers can have multiple contacts.

Phone numbers

Field	Type	Description
number	string	Phone number for a customer contact.
type	string	Type of phone number, either: `Primary` `Landline` `Mobile` `Fax` `Unknown`

Field

Type

Description

number

string

Phone number for a customer contact.

type

string

Type of phone number, either:

Primary
Landline
Mobile
Fax
Unknown

Customer reference

Data types that reference a customer, for example invoices, credit notes and payments, use a customer reference that includes the ID and name of the linked customer.

Field	Type	Description
id	string	Unique identifier for the customer in the accounting platform.
name	string	Name of the customer in the accounting platform.

Example data

{
    "results": [
        {
            "id": "71",
            "customerName": "Wile E. Coyote",
            "contactName": "Mr W.E. Coyote",
            "emailAddress": "[email protected]",
            "defaultCurrency": "USD",
            "phone": null,
            "addresses": [],
            "contacts": [
              {
                "name": "Mr W.E. Coyote",
                "email": "[email protected]",
                "phone": [],
                "address": {
                  "type": "Billing",
                  "line1": "Coyote Bungalow",
                  "line2": "",
                  "city": "Mohave Valley",
                  "region": "Arizona",
                  "country": "USA",
                  "postalcode": "86440"
                },
                "status": "Active",
                "modifiedDate": null
              }
            ],
            "registrationNumber": "12345",
            "taxNumber": "1357924680123456",
            "status": "Unknown",
            "modifiedDate": null,
            "sourceModifiedDate": null
          }
    ],
    "pageNumber": 1,
    "pageSize": 100,
    "totalResults": 1,
    "_links": {
      "current": {
        "href": "/companies/919371ab-763c-4bc7-99a4-9723cade34d3/data/customers?page=1"
      },
      "self": {
        "href": "/companies/919371ab-763c-4bc7-99a4-9723cade34d3/data/customers"
      }
    }
  }