COcodatio
Customers

Update customer

Changed on

The Update customer endpoint updates an existing customer for a given company's connection.

Customers are people or organizations that buy goods or services from the SMB.

Integration-specific behavior

Required data may vary by integration. To see what data to post, first call Get create/update customer model.

put/companies/{companyId}/connections/{connectionId}/push/customers/{customerId}

Request

  • Base URL
    https://api.codat.io
  • Auth
    API key in header Authorization

Query parameters

timeoutInMinutesinteger

Time limit for the push operation to complete before it is timed out.

forceUpdateboolean

When updating data in the destination platform Codat checks the sourceModifiedDate against the lastupdated date from the accounting software, if they're different Codat will return an error suggesting you should initiate another pull of the data. If this is set to true then the update will override this check.

Request body

idstring

Identifier for the customer, unique to the company in the accounting software.

customerNamestring nullable

Name of the customer as recorded in the accounting system, typically the company name.

contactNamestring nullable

Name of the main contact for the identified customer.

emailAddressstring nullable

Email address the customer can be contacted by.

defaultCurrencyCurrency (unresolved $ref)
phonestring nullable

Phone number the customer can be contacted by.

addressesItems[] nullable(unresolved $ref)

An array of Addresses.

contactsContact[] nullable(unresolved $ref)

An array of Contacts.

registrationNumberstring nullable

Company number. In the UK, this is typically the Companies House company registration number.

taxNumberstring nullable

Company tax number.

statusCustomerStatus required(unresolved $ref)
modifiedDatestring

The date when the record was last fetched from the accounting software, commerce software, or open banking provider and updated in Codat’s data cache.

Use it to identify and retrieve records that have changed since your last fetch. For example, filtering modifiedDate to today will provide new records updated in Codat today.

This date is populated for all data types except for attachments, balance sheets, company information, and profit & loss reports (read more).

In Codat's data model, dates and times are represented using the <a class="external" href="https://en.wikipedia.org/wiki/ISO_8601" target="_blank">ISO 8601 standard</a>.

sourceModifiedDatestring

The date when a record was last modified in the accounting software, usually by the business or a business process. For example, when payments are made against an invoice.

It is not populated (read more) when:

  • Pulling attachments
  • The accounting software does not provide modification dates for a data type
  • A record has been deleted from the source platform and Codat doesn't have a record of when the deletion occurred
  • A record has been voided. For certain platforms that soft delete records, isDeleted metadata is used to identify void records

In Codat's data model, dates and times are represented using the <a class="external" href="https://en.wikipedia.org/wiki/ISO_8601" target="_blank">ISO 8601 standard</a>.

Response

Success

changesPushOperationChange[] nullable(unresolved $ref)

Contains a single entry that communicates which record has changed and the manner in which it changed.

dataType'accountTransactions' | 'balanceSheet' | 'bankAccounts' | 'bankTransactions' | 'billCreditNotes' | 'billPayments' | 'bills' | 'cashFlowStatement' | 'chartOfAccounts' | 'company' | 'creditNotes' | 'customers' | 'directCosts' | 'directIncomes' | 'invoices' | 'itemReceipts' | 'items' | 'journalEntries' | 'journals' | 'paymentMethods' | 'payments' | 'profitAndLoss' | 'purchaseOrders' | 'salesOrders' | 'suppliers' | 'taxRates' | 'trackingCategories' | 'transfers' | 'banking-accountBalances' | 'banking-accounts' | 'banking-transactionCategories' | 'banking-transactions' | 'commerce-companyInfo' | 'commerce-customers' | 'commerce-disputes' | 'commerce-locations' | 'commerce-orders' | 'commerce-paymentMethods' | 'commerce-payments' | 'commerce-productCategories' | 'commerce-products' | 'commerce-taxComponents' | 'commerce-transactions'

Available data types

companyIdSchema required(unresolved $ref)
pushOperationKeystring uuid required

A unique identifier generated by Codat to represent this single push operation. This identifier can be used to track the status of the push, and should be persisted.

dataConnectionKeySchema required(unresolved $ref)
requestedOnUtcstring required

In Codat's data model, dates and times are represented using the <a class="external" href="https://en.wikipedia.org/wiki/ISO_8601" target="_blank">ISO 8601 standard</a>. Date and time fields are formatted as strings; for example:

2020-10-08T22:40:50Z
2021-01-01T00:00:00

When syncing data that contains DateTime fields from Codat, make sure you support the following cases when reading time information:

  • Coordinated Universal Time (UTC): 2021-11-15T06:00:00Z
  • Unqualified local time: 2021-11-15T01:00:00
  • UTC time offsets: 2021-11-15T01:00:00-05:00

Time zones

Not all dates from Codat will contain information about time zones.
Where it is not available from the underlying platform, Codat will return these as times local to the business whose data has been synced.

completedOnUtcstring

In Codat's data model, dates and times are represented using the <a class="external" href="https://en.wikipedia.org/wiki/ISO_8601" target="_blank">ISO 8601 standard</a>. Date and time fields are formatted as strings; for example:

2020-10-08T22:40:50Z
2021-01-01T00:00:00

When syncing data that contains DateTime fields from Codat, make sure you support the following cases when reading time information:

  • Coordinated Universal Time (UTC): 2021-11-15T06:00:00Z
  • Unqualified local time: 2021-11-15T01:00:00
  • UTC time offsets: 2021-11-15T01:00:00-05:00

Time zones

Not all dates from Codat will contain information about time zones.
Where it is not available from the underlying platform, Codat will return these as times local to the business whose data has been synced.

timeoutInMinutesinteger nullable

Number of minutes the push operation must complete within before it times out.

timeoutInSecondsinteger nullable

Number of seconds the push operation must complete within before it times out.

statusPushOperationStatus required(unresolved $ref)
errorMessagestring nullable

A message about the error.

validationValidation (unresolved $ref)
statusCodeinteger required

Push status code.

Changes

  • c72dd261b9b4Revision changes
    • breaking

      the response property //////// became optional for the status

    • info

      the request property ///// became optional

  • 4bfab0afa6caRevision changes
    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status