Skip to content

Customers (Deprecated)

WARNING

This section has been deprecated and is no longer under active development. Please see the Customer Vault section for the most up to date methods for managing customers.

Create Customer (Deprecated)

Create a new customer.

Request Method: POST

URL Endpoint: /api/customer

Query Params

NameDefaultDescription
validate"false"passing "true" will cause credit cards to have a $0 verification processed
NameTypeDefaultDescriptionRequired
descriptionstring""Text field, max 255 characters
payment_methodobjectnull
payment_method
    .processor_id
string""Specify which processor to validate on
payment_method
    .card
objectnullObject containing details for processing a transaction against a debit or credit card
payment_method
    .card
        .card_number
string"4111111111111111"required if payment_method.card is present
payment_method
    .card
        .expiration_date
string"MMYY" or "MM/YY"required if payment_method.card is present
payment_method
    .ach
objectnullObject containing details for processing a transaction via ACH
payment_method
    .ach
        .account_number
string"111111111"
payment_method
    .ach
        .routing_number
string"111111111"
payment_method
    .ach
        .account_type
string literal"checking" or "savings"required if payment_method.ach is present
payment_method
    .ach
        .sec_code
string literal"web", "ppd", or "ccd"required if payment_method.ach is present
payment_method
    .apple_pay_token
string
billing_addressobjectnullObject containing billing address details
billing_address
    .first_name
string""Addressee first name
billing_address
    .last_name
string""Addressee last name
billing_address
    .company
string""Company name
billing_address
    .address_line_1
string""Street address
billing_address
    .address_line_2
string""Additional delivery details
billing_address
    .city
string""City name
billing_address
    .state
string""State code ("CA")
billing_address
    .postal_code
string""Postal code ("12345")
billing_address
    .country
string""Country code ("US")
billing_address
    .email
string""Email address (must be valid email format, "example@mail.com")
billing_address
    .phone
string""Phone number ("3216540987")
billing_address
    .fax
string""("3216540987")
shipping_addressobjectnullObject containing shipping address details
shipping_address
    .first_name
string""Addressee first name
shipping_address
    .last_name
string""Addressee last name
shipping_address
    .company
string""Company name
shipping_address
    .address_line_1
string""Street address
shipping_address
    .address_line_2
string""Additional delivery details
shipping_address
    .city
string""City name
shipping_address
    .state
string""State code ("CA")
shipping_address
    .postal_code
string""Postal code ("12345")
shipping_address
    .country
string""Country code ("US")
shipping_address
    .email
string""Email address (must be valid email format, "example@mail.com")
shipping_address
    .phone
string""Phone number ("3216540987")
shipping_address
    .fax
string""("3216540987")

Get Customer By ID (Deprecated)

Retrieve details for the specified customer.

Request Method: GET

URL Endpoint: /api/customer/{ customer id }

json
{
  "status": "success",
  "msg": "success",
  "data": {
    "id": "b798ls2q9qq646ksu070",
    "description": "test description",
    "payment_method": {
      "card": {
        "id": "b798ls2q9qq646ksu080",
        "card_type": "visa",
        "first_six": "411111",
        "last_four": "1111",
        "masked_card": "411111******1111",
        "expiration_date": "12/20",
        "created_at": "2017-10-02T18:52:32Z",
        "updated_at": "2017-10-02T18:52:32Z"
      }
    },
    "billing_address": {
      "id": "b798ls2q9qq646ksu07g",
      "customer_id": "b798ls2q9qq646ksu070",
      "first_name": "John",
      "last_name": "Smith",
      "company": "Some Business",
      "address_line_1": "123 Some St",
      "address_line_2": "STE 1",
      "city": "Some Town",
      "state": "IL",
      "postal_code": "60187",
      "country": "US",
      "email": "user@somesite.com",
      "phone": "5555555555",
      "fax": "555555555",
      "created_at": "2017-10-02T18:52:32Z",
      "updated_at": "2017-10-02T18:52:32Z"
    },
    "shipping_address": {
      "id": "b798ls2q9qq646ksu07g",
      "customer_id": "b798ls2q9qq646ksu070",
      "first_name": "John",
      "last_name": "Smith",
      "company": "Some Business",
      "address_line_1": "123 Some St",
      "address_line_2": "STE 1",
      "city": "Some Town",
      "state": "IL",
      "postal_code": "60187",
      "country": "US",
      "email": "user@somesite.com",
      "phone": "5555555555",
      "fax": "555555555",
      "created_at": "2017-10-02T18:52:32Z",
      "updated_at": "2017-10-02T18:52:32Z"
    },
    "created_at": "2017-10-02T18:52:32Z",
    "updated_at": "2017-10-02T18:52:32Z"
  }
}

Search Customers (Deprecated)

Retrieve details for all customers that match provided search criteria.

Request Method: POST

URL Endpoint: /api/customer/search

NameTypeDefaultDescriptionRequired
idobjectnullObject containing details for searching by customer id
id
    .operator
string literalSearch operator "=" or "!="required if id is present
id
    .value
string""Customer ID to match or exclude
payment_method_idobjectnullObject containing details for searching by payment_method_id
payment_method_id
    .id
string""Search customers with the provided value set as the default payment_method_id
payment_method_id
    .operator
string literal"=" or "!="required if payment_method_id is present
payment_method_id
    .value
string""Value to match or exclude
billing_address_idobjectnullObject containing details for searching by billing_address_id
billing_address_id
    .id
string""Search customers with the provided value set as the default billing_address_id
billing_address_id
    .operator
string literal"=" or "!="required if billing_address_id is present
billing_address_id
    .value
string""Value to match or exclude
shipping_address_idobjectnullObject containing details for searching by shipping_address_id
shipping_address_id
    .id
string""Search customers with the provided value set as the default shipping_address_id
shipping_address_id
    .operator
string literal"=" or "!="required if shipping_address_id is present
shipping_address_id
    .value
string""Value to match or exclude
created_atobjectnullObject containing details defining a date range to match
created_at
    .start_date
string""Beginning of date range
created_at
    .end_date
string""End of date range
limitinteger10The number of results to return (1-100)
offsetinteger0The number of results to skip (1-1000)

Update Customer (Deprecated)

Edit details for the specified customer. If you have used the Create Customer Payment Method Token (Deprecated) endpoint to create a payment method token, or the Create Customer Address Token (Deprecated) endpoint to create an address token, the id's of those stored items can be supplied here to be set as the default payment method and billing/shipping addresses when a transaction is processed against the customer.

Request Method: POST

URL Endpoint: /api/customer/{ customer id }

NameTypeDefaultDescriptionRequired
descriptionstring""Text field, max 255 characters
payment_methodstring literal"card" or "ach"
payment_method_idstring""Id of the payment method token to use as the default for transactions processed on this customer
billing_address_idstring""Id of the address token to use as the default billing address for transactions processed on this customer
shipping_address_idstring""Id of the address token to use as the default shipping address for transactions processed on this customer

Delete Customer (Deprecated)

Delete the specified customer.

Request Method: DELETE

URL Endpoint: /api/customer/{ customer id }

json
{
  "status": "success",
  "msg": "success",
  "data": null
}

Create Address Token (Deprecated)

Create a new stored address token.

Request Method: POST

URL Endpoint: /api/customer/{ customer id }/address

NameTypeDefaultDescriptionRequired
first_namestring""Addressee first name
last_namestring""Addressee last name
companystring""Company name
line_1string""Street address
line_2string""Additional delivery details
citystring""City name
statestring""State code ("CA")
postal_codestring""Postal code ("12345")
countrystring""Country code ("US")
emailstring""Email address (must be valid email format, "example@mail.com")
phonestring""Phone number ("3216540987")
faxstring""Fax number ("3216540987")

Get Address Token By ID (Deprecated)

Retrieve details for the specified address token.

Request Method: GET

URL Endpoint: /api/customer/{ customer id }/address/{ address id }

json
{
  "status": "success",
  "msg": "success",
  "data": [
    {
      "id": "b798ls2q9qq646ksu07g",
      "customer_id": "b798ls2q9qq646ksu070",
      "first_name": "John",
      "last_name": "Smith",
      "company": "Some Business",
      "address_line_1": "123 Some St",
      "address_line_2": "STE 1",
      "city": "Some Town",
      "state": "IL",
      "postal_code": "60187",
      "country": "US",
      "email": "user@somesite.com",
      "phone": "5555555555",
      "fax": "555555555",
      "created_at": "2017-10-02T18:52:32Z",
      "updated_at": "2017-10-02T18:52:32Z"
    }
  ],
  "count": 1
}

Get All Address Tokens (Deprecated)

Retrieve details for all address tokens stored on the customer record.

Request Method: GET

URL Endpoint: /api/customer/{ customer id }/addresses

json
{
  "status": "success",
  "msg": "success",
  "data": [
    {
      "id": "b798ls2q9qq646ksu07g",
      "customer_id": "b798ls2q9qq646ksu070",
      "first_name": "John",
      "last_name": "Smith",
      "company": "Some Business",
      "address_line_1": "123 Some St",
      "address_line_2": "STE 1",
      "city": "Some Town",
      "state": "IL",
      "postal_code": "60187",
      "country": "US",
      "email": "user@somesite.com",
      "phone": "5555555555",
      "fax": "555555555",
      "created_at": "2017-10-02T18:52:32Z",
      "updated_at": "2017-10-02T18:52:32Z"
    },
    {
      "id": "b7994biq9qq646ksu08g",
      "customer_id": "b798ls2q9qq646ksu070",
      "first_name": "John",
      "last_name": "Smith",
      "company": "Some Business",
      "address_line_1": "123 Some St",
      "address_line_2": "STE 1 ",
      "city": "Some Town",
      "state": "IL",
      "postal_code": "60187",
      "country": "US",
      "email": "user@somesite.com",
      "phone": "5555555555",
      "fax": "555555555",
      "created_at": "2017-10-02T19:23:27Z",
      "updated_at": "2017-10-02T19:23:27Z"
    }
  ],
  "count": 2
}

Update Address Token (Deprecated)

Edit details for the specified address token.

Request Method: POST

URL Endpoint: /api/customer/{ customer id }/address/{ address id }

NameTypeDefaultDescriptionRequired
first_namestring""Addressee first name
last_namestring""Addressee last name
companystring""Company name
line_1string""Street address
line_2string""Additional delivery details
citystring""City name
statestring""State code ("CA")
postal_codestring""Postal code ("12345")
countrystring""Country code ("US")
emailstring""Email address (must be valid email format, "example@mail.com")
phonestring""Phone number ("3216540987")
faxstring""Fax number ("3216540987")

Delete Address Token (Deprecated)

Delete the specified address token.

Request Method: DELETE

URL Endpoint: /api/customer/{ customer id }/address/{ address id }

json
{
  "status": "success",
  "msg": "success",
  "data": null
}

Create Payment Method Token (Deprecated)

Create a new stored payment method token on the specified customer. The url endpoint and request body properties vary depending on the type of payment method being created. When creating a new payment method using a token generated by the Tokenizer form, the resulting payment method will be stored as card or ach.

Request Method: POST

Create Card - URL Endpoint: /api/customer/{ customer id }/paymentmethod/card

Create ACH - URL Endpoint: /api/customer/{ customer id }/paymentmethod/ach

Create with Token - URL Endpoint: /api/customer/{ customer id }/paymentmethod/token

Query Params

NameDefaultDescription
validate"false"passing "true" will cause credit cards to have a $0 verification processed
NameTypeDefaultDescriptionRequired
numberstring""Card number
expiration_datestring""Card expiration date ("MMYY" or "MM/YY")*

Create Payment Method Token - Code Samples

json
{
  "status": "success",
  "msg": "success",
  "data": {
    "card": {
      "id": "b799g1iq9qq6dk5l39i0",
      "card_type": "visa",
      "first_six": "411111",
      "last_four": "1112",
      "masked_card": "411111******1112",
      "expiration_date": "12/20",
      "created_at": "2017-10-02T19:48:22.468483Z",
      "updated_at": "2017-10-02T19:48:22.468483Z"
    }
  }
}

Get Payment Method Token By ID (Deprecated)

Retrieve details for the specified payment method token.

Request Method: GET

Get Card Token - URL Endpoint: /api/customer/{ customer id }/paymentmethod/card/{ card id }

Get ACH Token - URL Endpoint: /api/customer/{ customer id }/paymentmethod/ach/{ ach id }

json
{
  "status": "success",
  "msg": "success",
  "data": [
    {
      "id": "b798ls2q9qq646ksu080",
      "card_type": "visa",
      "first_six": "411111",
      "last_four": "1111",
      "masked_card": "411111******1111",
      "expiration_date": "12/20",
      "created_at": "2017-10-02T18:52:32Z",
      "updated_at": "2017-10-02T18:52:32Z"
    }
  ],
  "count": 1
}

Get All Payment Method Tokens (Deprecated)

Retrieve details for all card or ach payment method tokens stored on the customer.

Request Method: GET

Get Card Tokens - URL Endpoint: /api/customer/{ customer id }/paymentmethod/card

Get ACH Tokens - URL Endpoint: /api/customer/{ customer id }/paymentmethod/ach

json
{
  "status": "success",
  "msg": "success",
  "data": [
    {
      "id": "b798ls2q9qq646ksu080",
      "card_type": "visa",
      "first_six": "411111",
      "last_four": "1111",
      "masked_card": "411111******1111",
      "expiration_date": "12/20",
      "created_at": "2017-10-02T18:52:32Z",
      "updated_at": "2017-10-02T18:52:32Z"
    },
    {
      "id": "b799g1iq9qq6dk5l39i0",
      "card_type": "visa",
      "first_six": "411111",
      "last_four": "1112",
      "masked_card": "411111******1112",
      "expiration_date": "12/20",
      "created_at": "2017-10-02T19:48:22Z",
      "updated_at": "2017-10-02T19:48:22Z"
    }
  ],
  "count": 2
}

Update Payment Method Token (Deprecated)

Edit details for the specified payment method token.

Request Method: POST

Update Card - URL Endpoint: /api/customer/{ customer id }/paymentmethod/card/{ card id }

Update ACH - URL Endpoint: /api/customer/{ customer id }/paymentmethod/ach/{ ach id }

Update with Token - URL Endpoint: /api/customer/{ customer id }/paymentmethod/{ card or ach }/{ payment method id }

NameTypeDefaultDescriptionRequired
cardobjectObject containing details for updating a stored card payment method*
card
    .card_number
stringCard number*
card
    .expiration_date
stringCard expiration date ("MMYY" or "MM/YY")*

Update Payment Method Token - Code Samples

json
{
  "status": "success",
  "msg": "success",
  "data": null
}

Delete Payment Method Token (Deprecated)

Edit details for the specified add-on.

Request Method: DELETE

Delete Card Token - URL Endpoint: /api/customer/{ customer id }/paymentmethod/card/{ card id }

Delete ACH Token - URL Endpoint: /api/customer/{ customer id }/paymentmethod/ach/{ ach id }

json
{
  "status": "success",
  "msg": "success",
  "data": null
}