Customers
The AccountingCustomer Object
A Rutter Customer is an individual or company that buys goods or services from a business. Customers relate to a corresponding invoice for a business. You can retrieve a list of all the customers of a company.
For customers from a commerce platform, see Customers.
Properties
id
stringThe Rutter generated unique ID of the customer.
platform_id
stringThe platform specific ID of the customer.
parent_id
stringnullableThe Rutter ID of the Parent Customer linked to the customer. Supported for QuickBooks and QuickBooks Desktop.
payment_terms_id
stringnullableThe Rutter ID of the Payment Terms linked to the customer. Supported for NetSuite.
subsidiary_id
stringnullableThe Rutter ID of the Subsidiary linked to the customer. Supported for NetSuite.
status
enumThe status of the customer.
contact_name
stringnullableThe name of the primary contact of the customer.
currency_code
stringnullableThe ISO 4217 currency code of the customer.
customer_name
stringfilterablenullableThe business name of the customer.
email
stringfilterablenullableThe email of the customer.
phone
stringfilterablenullableThe phone number of the customer.
registration_number
stringnullableThe registration number of the customer.
tax_number
stringnullableThe tax number of the customer.
addresses
arrayAn array of addresses linked to the customer.
addresses
attributescreated_at
stringfilterablenullableThe ISO 8601 timestamp that the customer was created.
updated_at
stringfilterablenullableThe ISO 8601 timestamp that the customer was last updated.
last_synced_at
stringfilterableThe ISO 8601 timestamp when the customer was last synced by Rutter.
platform_url
stringnullableA URL pointing to the object in the underlying platform. When no URL exists for the specific object, the value may be a larger URL containing the object.
platform_data
objectOptionalThe raw platform data corresponding to the Rutter object.
List Customers
Request Parameters
access_token
stringqueryRequiredThe access token of the connection.
cursor
stringqueryOptionalUsed to paginate to the next batch of objects. Should be a copy of the next_cursor
value from the previous response.
limit
integerqueryOptionalUsed to limit the number of returned objects. Defaults to 50.
filter
stringqueryOptionalNot currently supported on Sage Intacct or Sage Business Cloud. Used to specify a filtering criteria for response objects. Refer to Filtering Objects to understand the syntax for the filtering criteria. The filtering syntax only supports fields decorated with a filterable
tag in the response object.
Filterable fields: customer_name
, email
, phone
, updated_at
, created_at
, last_synced_at
.
sort
stringqueryOptionalUsed to sort the response objects, e.g. last_synced_at ASC
. If a value is provided but ASC
or DESC
is not, defaults to ASC
. If omitted, defaults to updated_at DESC
. Supports only fields decorated with a filterable
tag in the response object except on Sage Intacct and Sage Business Cloud. For those platforms, only updated_at_min
, updated_at_max
and last_synced_at_min
fields are supported and not deprecated.
Sortable fields: customer_name
, email
, phone
, updated_at
, created_at
, last_synced_at
.
expand
enumqueryOptionalInclude platform specific data (includes additional fields not provided by the Rutter object).
customer_name
stringfilterablequeryOptionalDeprecated - use filter
instead. The exact customer name to filter on. Not currently supported on Sage Intacct or Sage Business Cloud.
last_synced_at_min
integerqueryOptionalDeprecated - use filter
instead. Used to filter objects with a last_synced_at
value greater than or equal to the supplied value. Should be a Unix time in milliseconds.
updated_at_max
integerqueryOptionalDeprecated - use filter
instead. Used to filter objects with a updated_at
value less than or equal to the supplied value. Should be a Unix time in milliseconds.
updated_at_min
integerqueryOptionalDeprecated - use filter
instead. Used to filter objects with a updated_at
value greater than or equal to the supplied value. Should be a Unix time in milliseconds.
force_fetch
enumqueryOptionalUsed to force a response even if the underlying connection has not finished its initial sync.
Response Body
- QuickBooks
- Xero
- QuickBooks Desktop
- NetSuite
1{
2 "customers": [
3 {
4 "id": "00000000-0000-0000-0000-000000000000",
5 "platform_id": "12345678",
6 "parent_id": "00000000-0000-0000-0000-000000000000",
7 "payment_terms_id": "00000000-0000-0000-0000-000000000000",
8 "subsidiary_id": "00000000-0000-0000-0000-000000000000",
9 "status": "ACTIVE",
10 "contact_name": "Eric Yu",
11 "currency_code": "USD",
12 "customer_name": "Rutter API",
13 "email": "eric@rutter.com",
14 "phone": "1234567890",
15 "registration_number": "123456789",
16 "tax_number": "12-3456789",
17 "addresses": [
18 {
19 "type": "billing",
20 "address1": "123 Rutter Road",
21 "address2": "Floor 4",
22 "city": "San Francisco",
23 "country": "US",
24 "postal_code": "94110",
25 "region": "CA"
26 }
27 ],
28 "created_at": "2023-01-02T02:34:56.000Z",
29 "updated_at": "2023-01-02T02:34:56.000Z",
30 "last_synced_at": "2023-01-02T02:34:56.000Z",
31 "platform_url": "https://platform.com/resource?id=123",
32 "platform_data": {
33 "id": 123,
34 "data": "Varies by platform"
35 }
36 }
37 ],
38 "next_cursor": "MTY3NDgzMTk0Ml82MDY4ZDI0ZC02NGRmLTRmN2EtYTM0Ny0zN2ZmNjY5MGVmMjU=",
39 "connection": {
40 "id": "00000000-0000-0000-0000-000000000000",
41 "orgId": "00000000-0000-0000-0000-000000000000",
42 "platform": "NETSUITE"
43 }
44}
Fetch a Customer
Request Parameters
id
stringpathRequiredThe unique ID of the object.
access_token
stringqueryRequiredThe access token of the connection.
id_type
enumqueryOptionalUsed to indicate the type of id
that is supplied. Defaults to rutter
. Not currently supported on Sage Intacct or Sage Business Cloud.
force_fetch
enumqueryOptionalUsed to force a response even if the underlying connection has not finished its initial sync.
Response Body
- QuickBooks
- Xero
- QuickBooks Desktop
- NetSuite
1{
2 "customer": {
3 "id": "00000000-0000-0000-0000-000000000000",
4 "platform_id": "12345678",
5 "parent_id": "00000000-0000-0000-0000-000000000000",
6 "payment_terms_id": "00000000-0000-0000-0000-000000000000",
7 "subsidiary_id": "00000000-0000-0000-0000-000000000000",
8 "status": "ACTIVE",
9 "contact_name": "Eric Yu",
10 "currency_code": "USD",
11 "customer_name": "Rutter API",
12 "email": "eric@rutter.com",
13 "phone": "1234567890",
14 "registration_number": "123456789",
15 "tax_number": "12-3456789",
16 "addresses": [
17 {
18 "type": "billing",
19 "address1": "123 Rutter Road",
20 "address2": "Floor 4",
21 "city": "San Francisco",
22 "country": "US",
23 "postal_code": "94110",
24 "region": "CA"
25 }
26 ],
27 "created_at": "2023-01-02T02:34:56.000Z",
28 "updated_at": "2023-01-02T02:34:56.000Z",
29 "last_synced_at": "2023-01-02T02:34:56.000Z",
30 "platform_url": "https://platform.com/resource?id=123",
31 "platform_data": {
32 "id": 123,
33 "data": "Varies by platform"
34 }
35 },
36 "connection": {
37 "id": "00000000-0000-0000-0000-000000000000",
38 "orgId": "00000000-0000-0000-0000-000000000000",
39 "platform": "NETSUITE"
40 }
41}
Create a Customer
Request Parameters
access_token
stringqueryRequiredThe access token of the connection.
Request Body
response_mode
enumOptionalThe response mode for our async endpoints. prefer_sync
allows calling the API in a best-effort, synchronous fashion and wait for the response. If this takes too long we will instead return the asynchronous response. This is the default behavior. async
makes the API respond with the asynchronous response. See Asynchronous Operations.
customer
objectcustomer
attributesResponse Body
- QuickBooks
- Xero
- QuickBooks Desktop
- NetSuite
1{
2 "customer": {
3 "contact_name": "Eric Yu",
4 "customer_name": "Rutter",
5 "email": "eric@rutter.com",
6 "phone": "1234567890",
7 "addresses": [
8 {
9 "type": "billing",
10 "address1": "123 Rutter Road",
11 "address2": "Floor 4",
12 "city": "San Francisco",
13 "country": "US",
14 "postal_code": "94110",
15 "region": "CA"
16 }
17 ]
18 }
19}
1{
2 "customer": {
3 "id": "00000000-0000-0000-0000-000000000000",
4 "platform_id": "12345678",
5 "parent_id": "00000000-0000-0000-0000-000000000000",
6 "payment_terms_id": "00000000-0000-0000-0000-000000000000",
7 "subsidiary_id": "00000000-0000-0000-0000-000000000000",
8 "status": "ACTIVE",
9 "contact_name": "Eric Yu",
10 "currency_code": "USD",
11 "customer_name": "Rutter API",
12 "email": "eric@rutter.com",
13 "phone": "1234567890",
14 "registration_number": "123456789",
15 "tax_number": "12-3456789",
16 "addresses": [
17 {
18 "type": "billing",
19 "address1": "123 Rutter Road",
20 "address2": "Floor 4",
21 "city": "San Francisco",
22 "country": "US",
23 "postal_code": "94110",
24 "region": "CA"
25 }
26 ],
27 "created_at": "2023-01-02T02:34:56.000Z",
28 "updated_at": "2023-01-02T02:34:56.000Z",
29 "last_synced_at": "2023-01-02T02:34:56.000Z",
30 "platform_url": "https://platform.com/resource?id=123",
31 "platform_data": {
32 "id": 123,
33 "data": "Varies by platform"
34 }
35 }
36}
Update a Customer
Request Parameters
id
stringpathRequiredThe Rutter generated unique ID of the object.
access_token
stringqueryRequiredThe access token of the connection.
Request Body
response_mode
enumOptionalThe response mode for our async endpoints. prefer_sync
allows calling the API in a best-effort, synchronous fashion and wait for the response. If this takes too long we will instead return the asynchronous response. This is the default behavior. async
makes the API respond with the asynchronous response. See Asynchronous Operations.
customer
objectcustomer
attributesResponse Body
- QuickBooks
- Xero
- QuickBooks Desktop
- NetSuite
1{
2 "customer": {
3 "id": "00000000-0000-0000-0000-000000000000",
4 "platform_id": "12345678",
5 "parent_id": "00000000-0000-0000-0000-000000000000",
6 "payment_terms_id": "00000000-0000-0000-0000-000000000000",
7 "subsidiary_id": "00000000-0000-0000-0000-000000000000",
8 "status": "ACTIVE",
9 "contact_name": "Eric Yu",
10 "currency_code": "USD",
11 "customer_name": "Rutter API",
12 "email": "eric@rutter.com",
13 "phone": "1234567890",
14 "registration_number": "123456789",
15 "tax_number": "12-3456789",
16 "addresses": [
17 {
18 "type": "billing",
19 "address1": "123 Rutter Road",
20 "address2": "Floor 4",
21 "city": "San Francisco",
22 "country": "US",
23 "postal_code": "94110",
24 "region": "CA"
25 }
26 ],
27 "created_at": "2023-01-02T02:34:56.000Z",
28 "updated_at": "2023-01-02T02:34:56.000Z",
29 "last_synced_at": "2023-01-02T02:34:56.000Z",
30 "platform_url": "https://platform.com/resource?id=123",
31 "platform_data": {
32 "id": 123,
33 "data": "Varies by platform"
34 }
35 }
36}
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