Appearance
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
Name | Default | Description |
---|---|---|
validate | "false" | passing "true" will cause credit cards to have a $0 verification processed |
Name | Type | Default | Description | Required |
---|---|---|---|---|
description | string | "" | Text field, max 255 characters | |
payment_method | object | null | ||
payment_method .processor_id | string | "" | Specify which processor to validate on | |
payment_method .card | object | null | Object 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 | object | null | Object 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_address | object | null | Object 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 | string | "" | Email address (must be valid email format, "example@mail.com") | |
billing_address .phone | string | "" | Phone number ("3216540987") | |
billing_address .fax | string | "" | ("3216540987") | |
shipping_address | object | null | Object 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 | 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
Name | Type | Default | Description | Required |
---|---|---|---|---|
id | object | null | Object containing details for searching by customer id | |
id .operator | string literal | Search operator "=" or "!=" | required if id is present | |
id .value | string | "" | Customer ID to match or exclude | |
payment_method_id | object | null | Object 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_id | object | null | Object 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_id | object | null | Object 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_at | object | null | Object 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 | |
limit | integer | 10 | The number of results to return (1-100) | |
offset | integer | 0 | The 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 }
Name | Type | Default | Description | Required |
---|---|---|---|---|
description | string | "" | Text field, max 255 characters | |
payment_method | string literal | "card" or "ach" | ||
payment_method_id | string | "" | Id of the payment method token to use as the default for transactions processed on this customer | |
billing_address_id | string | "" | Id of the address token to use as the default billing address for transactions processed on this customer | |
shipping_address_id | string | "" | 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
Name | Type | Default | Description | Required |
---|---|---|---|---|
first_name | string | "" | Addressee first name | |
last_name | string | "" | Addressee last name | |
company | string | "" | Company name | |
line_1 | string | "" | Street address | |
line_2 | string | "" | Additional delivery details | |
city | string | "" | City name | |
state | string | "" | State code ("CA") | |
postal_code | string | "" | Postal code ("12345") | |
country | string | "" | Country code ("US") | |
string | "" | Email address (must be valid email format, "example@mail.com") | ||
phone | string | "" | Phone number ("3216540987") | |
fax | string | "" | 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 }
Name | Type | Default | Description | Required |
---|---|---|---|---|
first_name | string | "" | Addressee first name | |
last_name | string | "" | Addressee last name | |
company | string | "" | Company name | |
line_1 | string | "" | Street address | |
line_2 | string | "" | Additional delivery details | |
city | string | "" | City name | |
state | string | "" | State code ("CA") | |
postal_code | string | "" | Postal code ("12345") | |
country | string | "" | Country code ("US") | |
string | "" | Email address (must be valid email format, "example@mail.com") | ||
phone | string | "" | Phone number ("3216540987") | |
fax | string | "" | 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
Name | Default | Description |
---|---|---|
validate | "false" | passing "true" will cause credit cards to have a $0 verification processed |
Name | Type | Default | Description | Required |
---|---|---|---|---|
number | string | "" | Card number | |
expiration_date | string | "" | 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 }
Name | Type | Default | Description | Required |
---|---|---|---|---|
card | object | Object containing details for updating a stored card payment method | * | |
card .card_number | string | Card number | * | |
card .expiration_date | string | Card 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
}