For the complete documentation index, see llms.txt. This page is also available as Markdown.

Sales | Customers

List your customers

get

Retrieve a list of customers.

You can only access customers of your provider entity.

Authorizations
X-API-KEYstringRequired

Required for authorization in every request. You can request an API-Key for your tenant in the integrations section of the equipme App.

Query parameters
activebooleanOptional

If null, all customers are returned. True: only active | false: only inactive customers are returned.

createdAfterstring · date-timeOptional

Filter the customers created after the specified date.

namesstring[]Optional

Filter the customers by one or multiple names

customerNumbersstring[]Optional

Filter the customers by one or multiple customer numbers

sortBystring · enumOptional

Parameters according to which a customer can be sorted.

Possible values:
sortOrderstring · enumOptional

Order in which the result of a list request is sorted.

Possible values:
offsetinteger · int32Optional

Specifies the index of the first item to return

Default: 0
limitinteger · int32Optional

Specifies the maximum number of items to return (min: 1; max: 1000)

Default: 100
Responses
200

OK: A list of customers.

application/json
totalinteger · int32Required
get/v1/sales/customers

Create a customer

post

You can only create customers for your provider entity.

When a customer is created, an instance of the "Customer Account" system service is also always added to the customer's approval cart.

Note: active customers are allowed to place orders.

Authorizations
X-API-KEYstringRequired

Required for authorization in every request. You can request an API-Key for your tenant in the integrations section of the equipme App.

Body
namestring · max: 100Required

The name of the customer.

Example: foo Inc.
customerNumberstring · max: 50 · nullableOptional

Optional identifier of the customer defined by the supplier.

Example: C00001
descriptionstring · max: 500 · nullableOptional

The description of the customer.

activebooleanOptional

True if the customer is active and is allowed to place orders, false otherwise.

Example: true
customAttribute1string · max: 100 · nullableOptional

Value of the first custom attribute as defined in the settings

customAttribute2string · max: 100 · nullableOptional

Value of the second custom attribute as defined in the settings

customAttribute3string · max: 100 · nullableOptional

Value of the third custom attribute as defined in the settings

contactNamestring · max: 200 · nullableOptional

The name of the contact person at the customer.

Example: John Doe
contactEmailstring · max: 100 · nullableOptional

The mail of the contact person at the customer.

Example: contact@foo.inc
contactPhonestring · max: 50 · nullableOptional

The phone number of the contact person at the customer.

Example: +49 555 6273
languagestring · enumOptional

Language options for a customer or user interaction

Possible values:
accountManagerinteger · int32 · nullableOptional

The id of the responsible sales person for the customer. This employee receives planner access to the customer, when not specified otherwise through the tenant permissions.

Responses
201

Created: The created customer.

application/json
uuidstring · uuidOptional

The identifier of the customer.

descriptionstring · nullableOptional

The description of the customer.

activebooleanOptional

True if the customer is active, false otherwise.

Example: true
contactNamestring · nullableOptional

The name of the contact person at the customer.

Example: John Doe
contactEmailstring · nullableOptional

The email address of the contact person at the customer.

Example: contact@foo.inc
contactPhonestring · nullableOptional

The phone number of the contact person at the customer.

Example: +49 555 6273
customAttribute1string · nullableOptional

Value of the first custom attribute as defined in the settings

customAttribute2string · nullableOptional

Value of the second custom attribute as defined in the settings

customAttribute3string · nullableOptional

Value of the third custom attribute as defined in the settings

languagestring · enumOptional

Language options for a customer or user interaction

Possible values:
idinteger · int32Required

The identifier of the customer.

Example: 4
namestring · min: 1Required

The name of the customer.

Example: foo Inc.
customerNumberstring · nullableOptional

Optional identifier of the customer defined by the supplier.

Example: C00001
post/v1/sales/customers

Retrieve a single customer by its id

get

You can only access customers of your provider entity.

Authorizations
X-API-KEYstringRequired

Required for authorization in every request. You can request an API-Key for your tenant in the integrations section of the equipme App.

Path parameters
customerIdinteger · int32Required

The identifier of the customer.

Responses
200

OK: The requested customer.

application/json
uuidstring · uuidOptional

The identifier of the customer.

descriptionstring · nullableOptional

The description of the customer.

activebooleanOptional

True if the customer is active, false otherwise.

Example: true
contactNamestring · nullableOptional

The name of the contact person at the customer.

Example: John Doe
contactEmailstring · nullableOptional

The email address of the contact person at the customer.

Example: contact@foo.inc
contactPhonestring · nullableOptional

The phone number of the contact person at the customer.

Example: +49 555 6273
customAttribute1string · nullableOptional

Value of the first custom attribute as defined in the settings

customAttribute2string · nullableOptional

Value of the second custom attribute as defined in the settings

customAttribute3string · nullableOptional

Value of the third custom attribute as defined in the settings

languagestring · enumOptional

Language options for a customer or user interaction

Possible values:
idinteger · int32Required

The identifier of the customer.

Example: 4
namestring · min: 1Required

The name of the customer.

Example: foo Inc.
customerNumberstring · nullableOptional

Optional identifier of the customer defined by the supplier.

Example: C00001
get/v1/sales/customers/{customerId}
Deprecated

Update an existing customer (deprecated - please use the PATCH route instead)

put

Overwrites all existing data with that from the request body.

Note: active customers are allowed to place orders.

Authorizations
X-API-KEYstringRequired

Required for authorization in every request. You can request an API-Key for your tenant in the integrations section of the equipme App.

Path parameters
customerIdinteger · int32Required

The identifier of the customer.

Body
namestring · max: 100Required

The name of the customer.

Example: foo Inc.
customerNumberstring · max: 50 · nullableOptional

Optional identifier of the customer defined by the supplier.

Example: C00001
descriptionstring · max: 500 · nullableOptional

The description of the customer. Note: Value null won't override the current value. You can provide an empty string to clear this field.

activebooleanOptional

True if the customer is active and is allowed to place orders, false otherwise.

Example: true
customAttribute1string · max: 100 · nullableOptional

Value of the first custom attribute as defined in the settings Note: Value null won't override the current value. You can provide an empty string to clear this field.

customAttribute2string · max: 100 · nullableOptional

Value of the second custom attribute as defined in the settings Note: Value null won't override the current value. You can provide an empty string to clear this field.

customAttribute3string · max: 100 · nullableOptional

Value of the third custom attribute as defined in the settings Note: Value null won't override the current value. You can provide an empty string to clear this field.

accountManagerIdinteger · int32 · nullableOptional

Id of the responsible sales person for the customer. On update, this employee receives planner access to the customer.

contactNamestring · max: 200 · nullableOptional

The name of the contact person at the customer.

Example: John Doe
contactEmailstring · max: 100 · nullableOptional

The email address of the contact person at the customer.

Example: contact@foo.inc
contactPhonestring · max: 50 · nullableOptional

The phone number of the contact person at the customer.

Example: +49 555 6273
Responses
204

NoContent: Request has succeeded.

No content

put/v1/sales/customers/{customerId}

No content

Partially updates an existing customer

patch

Please provide a valid JSON Patch document with the allowed fields to update. See example below for further details.

Authorizations
X-API-KEYstringRequired

Required for authorization in every request. You can request an API-Key for your tenant in the integrations section of the equipme App.

Path parameters
customerIdinteger · int32Required

The identifier of the customer.

Bodyobject · Operation[]
valueany · nullableOptional
pathstring · nullableOptional
opstring · nullableOptional
fromstring · nullableOptional
Responses
204

NoContent: Customer successfully updated.

No content

patch/v1/sales/customers/{customerId}

No content

Get all metadata items for a customer

get

Retrieve all metadata items for a customer.

Note: The metadata is not versioned.

Authorizations
X-API-KEYstringRequired

Required for authorization in every request. You can request an API-Key for your tenant in the integrations section of the equipme App.

Path parameters
customerIdinteger · int32Required

The identifier of the customer.

Responses
200

OK: The requested metadata items.

application/json
valuestring · max: 500 · nullableOptional

Metadata value

Example: EQ1337555
scopestring · nullableOptional

Metadata scope. Can be Customer or Supplier to indicate the metadata is specific to a customer or supplier.

Example: Supplier
keystring · max: 150Required

Metadata key used as a unique identifier for the metadata item.

Example: ExternalSystemId
get/v1/sales/customers/{customerId}/metadata

Create metadata for a customer

post

If the metadata key already exists, the value will be updated.

Note: The metadata is not versioned.

Authorizations
X-API-KEYstringRequired

Required for authorization in every request. You can request an API-Key for your tenant in the integrations section of the equipme App.

Path parameters
customerIdinteger · int32Required

The identifier of the customer.

Body

DTO for creating a new metadata entry for a given resource which implements the logic

keystring · max: 150 · nullableOptional

Key for the new metadata entry

valuestring · max: 500 · nullableOptional

Metadata value

Responses
201

Created: The created metadata entry.

application/json
valuestring · max: 500 · nullableOptional

Metadata value

Example: EQ1337555
scopestring · nullableOptional

Metadata scope. Can be Customer or Supplier to indicate the metadata is specific to a customer or supplier.

Example: Supplier
keystring · max: 150Required

Metadata key used as a unique identifier for the metadata item.

Example: ExternalSystemId
post/v1/sales/customers/{customerId}/metadata

Get metadata item for a customer

get

Retrieve the metadata item for a customer.

Note: The metadata is not versioned.

Authorizations
X-API-KEYstringRequired

Required for authorization in every request. You can request an API-Key for your tenant in the integrations section of the equipme App.

Path parameters
customerIdinteger · int32Required

The identifier of the customer.

keystringRequired

The metadata key to be retrieved.

Responses
200

OK: The requested metadata item.

application/json
valuestring · max: 500 · nullableOptional

Metadata value

Example: EQ1337555
scopestring · nullableOptional

Metadata scope. Can be Customer or Supplier to indicate the metadata is specific to a customer or supplier.

Example: Supplier
keystring · max: 150Required

Metadata key used as a unique identifier for the metadata item.

Example: ExternalSystemId
get/v1/sales/customers/{customerId}/metadata/{key}

Delete a metadata item for a customer by key

delete
Authorizations
X-API-KEYstringRequired

Required for authorization in every request. You can request an API-Key for your tenant in the integrations section of the equipme App.

Path parameters
customerIdinteger · int32Required
keystringRequired
Responses
204Success

No content

delete/v1/sales/customers/{customerId}/metadata/{key}

No content

Last updated

Was this helpful?