updateCustomer

Purpose:

This method used to update the customer information.

Request URL:

https://api.apptivo.com/app/dao/v6/customers?a=update&customerData={CUSTOMER_DATA_VALUES}&attributeNames=[CUSTOMER_DATA_NAME]&objectId=4&customerId=CUSTOMER_ID&isEmailAddressUpdate=EMAIL_UPDATE&apiKey=API_KEY&accessKey=ACCESS_KEY

Update customer by Customer Name

Request Parameters:

Parameter Description
BaseURL https://api.apptivo.com/app/dao/v6/customers
a action
customerData* Please see the sample request URL
customerId Customer id which presents in the Apptivo system for the particular customer we want to update
attributeName [“customerName”] attribute name which we want to update.
attributeIds The id of the attribute(which present in Apptivo)
apiKey* Apptivo API Key
accessKey* Apptivo Access Key

* – Mandatory parameters

Output:

This will return the details of updated customer data with JSON format.

Sample Request API URL:

https://api.apptivo.com/app/dao/v6/customers?a=update&customerData={"customAttributes":[{"customAttributeId":"input_1528893649501_367_1127461528893649501_704","customAttributeName":"input_1528893649501_117_839291528893649501_645","customAttributeValue":"","attributeValues":[],"customAttributeType":"input","fieldType":"NUMBER","t":"Y","customAttributeTagName":"input_1528893649501_117_839291528893649501_645","undefined":"","input_1528893649501_117_839291528893649501_645":""},{"customAttributeId":"input_1530531982205_792_1049571530531982205_275","customAttributeName":"input_1530531982205_532_982921530531982205_335","customAttributeValue":"","attributeValues":[],"customAttributeType":"input","fieldType":"NUMBER","t":"Y","customAttributeTagName":"input_1530531982205_532_982921530531982205_335","undefined":"","input_1530531982205_532_982921530531982205_335":""},{"customAttributeId":"select_1528893649502_389_820021528893649502_920","customAttributeName":"select_1528893649502_583_987801528893649502_923","attributeValues":[],"customAttributeType":"select","fieldType":"NUMBER","t":"Y","customAttributeTagName":"select_1528893649502_583_987801528893649502_923"}],"customerId":1224395,"customerName":"Apptivo, Inc.","customerNumber":"60","customerCategory":"","customerCategoryId":null,"statusName":"Active","statusId":10000,"defaultBillingCurrency":"USD","assigneeObjectRefName":"sites user","assigneeObjectRefId":76886,"assigneeObjectId":8,"description":"","phoneNumber":"","contactEmail":"","skypeName":"","parentCustomerName":"","parentCustomerId":null,"employeeRange":"","employeeRangeId":null,"website":"","tickerSymbol":"","annualRevenue":null,"annualRevenueCurrencyCode":"USD","campaignName":"","campaignId":null,"creditRating":"","marketName":"","marketId":null,"segmentName":"","segmentId":null,"industryName":"","industryId":null,"paymentTerm":"Net 30","paymentTermId":98234,"ownership":"","slaName":"","slaId":null,"isUnsubscribed":"N","removeLabels":[],"accounts":[],"territories":[],"isBounced":"N","bouncedReason":null,"isResponded":"N","syncToGoogle":"N","followUpDate":null,"followUpDescription":null,"createdByName":"sites user","lastUpdatedByName":"sites user","creationDate":"2018-08-28 06:38:34","lastUpdateDate":"2018-08-28 06:38:34","isExistingCustomer":"Y","isAffiliate":"Y","faceBookURL":"","twitterURL":"","linkedInURL":"","createdBy":75746,"lastUpdatedBy":null,"labels":[],"phoneNumbers":[{"phoneNumber":"5555555555","phoneType":"Business","phoneTypeCode":"PHONE_BUSINESS","id":"cust_phone_input","communicationId":1}],"removePhoneNumbers":[],"emailAddresses":[{"emailAddress":"ABC@berijam.com","emailTypeCode":"BUSINESS","emailType":"Business","id":"cont_email_input","communicationId":1}],"addresses":[{"id":"address_section_attr_id_f6dd7f7c-0add-4fef-aeea-5bd3541718af","addressId":15243737,"accountAddressId":1117581,"addressAttributeId":"address_section_attr_id","addressType":"Billing Address","addressTypeCode":"1","addressLine1":"22","addressLine2":"1","city":"texas","state":"Alaska","stateCode":"AK","countryId":176,"countryName":"United States","countryCode":"US","zipCode":"43545","addressGroupName":"Address1","isAdded":false}],"affiliateLogoId":null}&customerId=1224395&attributeName=["customerName"]&attributeIds=["cust_name_attr"]&apiKey=ZMQYFZTzBXAW-DoPSURDtNVBUEY-518d51ae-ab26-4c04-9f7b-8d26a586e90e&accessKey=SqQxOzQZDvUT-fTsOrItIVDUGyV-5c90b8a3-4683-4145-8584-1ed40de970b9

Sample Response

{"customer":{"id":"1224395","objectId":3,"customerId":1224395,"customerNumber":"60","customerName":"Apptivo, Inc.","customerNameNotAnalysed":"Apptivo, ….}}

Update customer by address, phone number, email address

Request Parameters:

Parameter Description
BaseURL https://api.apptivo.com/app/dao/v6/customers
a action(update)
customerData* Please see the sample request URL
customerId Customer id which presents in the Apptivo system for the particular customer we want to update
attributeName [“phoneNumbers”,”emailAddresses”,”address”] attribute name which we want to update.
attributeIds The id of the attribute(which present in Apptivo)Ex: [“cust_phone_attr”,”email_attr”,null]
isAddressUpdate If we going to update address need to pass this param as “true”
isPhoneNumberUpdate If we going to update phone number need to pass this param as “true”
isEmailAddressUpdate If we going to update email address need to pass this param as “true”
apiKey* Apptivo API Key
accessKey* Apptivo Access Key

* – Mandatory parameters

Output:

This will return the details of updated customer data with JSON format.

Sample Request API URL:

https://api.apptivo.com/app/dao/v6/customers?a=update&customerData={"customAttributes":[],"customerId":1333795,"customerName":"TestCustomer","customerNumber":"103","customerCategory":"","customerCategoryId":null,"statusName":"Active","statusId":10000,"defaultBillingCurrency":"INR","assigneeObjectRefName":"Db2Es s","assigneeObjectRefId":77021,"assigneeObjectId":8,"description":"","phoneNumber":"","contactEmail":"","skypeName":"","parentCustomerName":"","parentCustomerId":null,"employeeRange":"","employeeRangeId":null,"website":"","tickerSymbol":"","annualRevenue":null,"annualRevenueCurrencyCode":"USD","campaignName":"","campaignId":null,"creditRating":"","marketName":"","marketId":null,"segmentName":"","segmentId":null,"industryName":"","industryId":null,"paymentTerm":"Net 30","paymentTermId":98763,"ownership":"","slaName":"","slaId":null,"isUnsubscribed":"N","removeLabels":[],"accounts":[],"territories":[],"isBounced":"N","bouncedReason":null,"isResponded":"N","syncToGoogle":"N","supportPlanName":"","supportPlanId":null,"followUpDate":null,"followUpDescription":null,"createdByName":"sites user","lastUpdatedByName":"sites user","creationDate":"2019-01-07 12:54:00","lastUpdateDate":"2019-01-10 02:38:19","isExistingCustomer":"N","isAffiliate":"Y","faceBookURL":"","twitterURL":"","linkedInURL":"","createdBy":75746,"lastUpdatedBy":null,"labels":[],"phoneNumbers":[{"phoneNumber":"5555554424","phoneType":"Business","phoneTypeCode":"PHONE_BUSINESS","id":"cust_phone_input","communicationId":1}],"removePhoneNumbers":[],"emailAddresses":[{"emailAddress":"apptivoTest2@berijam.com","emailTypeCode":"BUSINESS","emailType":"Business","id":"cont_email_input","communicationId":1}],"removeEmailAddresses":[{"emailAddress":"apptivoTest1@berijam.com","emailTypeCode":"BUSINESS","emailType":"Business","id":"cont_email_input","communicationId":1}],"addresses":[{"id":"address_section_attr_id_2e46a748-20ff-47d0-95ef-8a1ee37bb93b","addressId":22998677,"accountAddressId":1251158,"addressAttributeId":"address_section_attr_id","addressType":"Billing Address","addressTypeCode":"1","addressLine1":"22","addressLine2":"ss street","city":"texas","county":"","state":"Arizona","stateCode":"AZ","countryId":176,"countryName":"United States","countryCode":"US","zipCode":"55566","addressGroupName":"Address1","isAdded":false}],"affiliateLogoId":null}&customerId=1333795&attributeName=["phoneNumbers","emailAddresses","address"]&attributeIds=["cust_phone_attr","email_attr",null]&isAddressUpdate=true&isPhoneNumberUpdate=true&isEmailAddressUpdate=true&apiKey=ZMQYFZTzBXAW-DoPSURDtNVBUEY-518d51ae-ab26-4c04-9f7b-8d26a586e90e&accessKey=SqQxOzQZDvUT-fTsOrItIVDUGyV-5c90b8a3-4683-4145-8584-1ed40de970b9

Sample Response

{"customer":{"id":"1333795","objectId":3,"customerId":1333795,"customerNumber":"103","customerName":"TestCustomer","customerNameNotAnalysed":"TestCustomer","customerCategory":"","assigneeObjectRefName":"Db2Es s","assigneeObjectRefId":77021,"assigneeObjectId":8,"skypeName":"","description":"","parentCustomerName":"","employeeRange":"","website":"","tickerSymbol":"","campaignName":"","creditRating":"","marketName":"","segmentName":"","industryName":"","paymentTerm":"Net…..}