Customers

Customer management endpoints

List customers

get

Retrieve a paginated list of customers

Authorizations
AuthorizationstringRequired

Account API key authentication. Pass your API key as a Bearer token in the Authorization header. Grants full access to all endpoints — equivalent to all OAuth scopes.

Query parameters
pageintegerOptional

Page number

Example: 1
per_pageinteger · max: 100Optional

Items per page (max 100)

Example: 25
includestringOptional

Comma-separated list of expansions: cards, fields, stats, integrations, subscriptions

Example: cards,fields
searchstringOptional

Search across: name_first, name_last, email

Example: search term
filter[id]stringOptional

Filter by id (exact match)

filter[id.gte]stringOptional

Filter by id (greater than or equal)

filter[id.lte]stringOptional

Filter by id (less than or equal)

filter[email]stringOptional

Filter by email (exact match)

filter[email.contains]stringOptional

Filter by email (contains)

filter[name_first]stringOptional

Filter by name_first (exact match)

filter[name_first.contains]stringOptional

Filter by name_first (contains)

filter[name_last]stringOptional

Filter by name_last (exact match)

filter[name_last.contains]stringOptional

Filter by name_last (contains)

filter[company_name]stringOptional

Filter by company_name (exact match)

filter[company_name.contains]stringOptional

Filter by company_name (contains)

filter[created_at]stringOptional

Filter by created_at (exact match)

filter[updated_at]stringOptional

Filter by updated_at (exact match)

sortstringOptional

Sort field (prefix with - for descending)

Example: -created_at
Responses
chevron-right
200

Successful response with paginated list

application/json
get
/v2/customers/

Update customer fields

patch

Update customer core and custom fields. Accepts an array of field objects.

Authorizations
AuthorizationstringRequired

Account API key authentication. Pass your API key as a Bearer token in the Authorization header. Grants full access to all endpoints — equivalent to all OAuth scopes.

Body
Responses
chevron-right
200

Successful response

application/json
anyOptional
patch
/v2/customers/{id}

No content

Add note to customer

post

Add a note to customer activity history

Authorizations
AuthorizationstringRequired

Account API key authentication. Pass your API key as a Bearer token in the Authorization header. Grants full access to all endpoints — equivalent to all OAuth scopes.

Body
notesstring · min: 1Required
Responses
post
/v2/customers/{id}/notes

No content

Preview customer merge

get

Preview the result of merging secondary customer into primary customer. Returns both customers and potential conflicts.

Authorizations
AuthorizationstringRequired

Account API key authentication. Pass your API key as a Bearer token in the Authorization header. Grants full access to all endpoints — equivalent to all OAuth scopes.

Path parameters
primary_idstringRequired

Primary customer ID (will remain after merge)

secondary_idstringRequired

Secondary customer ID (will be deleted after merge)

Responses
chevron-right
200

Successful response

application/json
anyOptional
get
/v2/customers/{primary_id}/merge/{secondary_id}

No content

Merge customers

post

Merge secondary customer into primary customer. All orders, cards, and data from secondary customer will be transferred to primary customer. Secondary customer will be deleted.

Authorizations
AuthorizationstringRequired

Account API key authentication. Pass your API key as a Bearer token in the Authorization header. Grants full access to all endpoints — equivalent to all OAuth scopes.

Path parameters
primary_idstringRequired

Primary customer ID (will remain after merge)

secondary_idstringRequired

Secondary customer ID (will be deleted after merge)

Body
Responses
chevron-right
200

Successful response

application/json
anyOptional
post
/v2/customers/{primary_id}/merge/{secondary_id}

No content

Last updated