Searching for Customers

The following table provides the URI and method that can be used to search for customer in Crittah.

Method	Result
URI	https://[CompanyID].crittah.com/ws/apiv2/[json or xml]/customers/search
POST	Post a JSON or XML object with search criteria.

Search Fields

Field	Value type	Description	Example
CompanyName	string	Company name of customer. Partial matches will return results.	Megga Corp
CompanyNo	string	Company number of customer. Partial matches will return results.	ABN65482555
Phone	string	Phone number of the contact. Partial matches will return results.	987649874
Mobile	string	Mobile phone number of the contact. Partial matches will return results.	041658246
Fax	string	Fax number of the contact. Partial matches will return results.	6546548665
City	string	City of the contact. Partial matches will return results.	Sydney
CustomerRef	string	The unique reference of the customer allocated by Crittah customer is created	6548335
PostalCode	string	Post code of the customer. Partial matches will return results.

Example Search

Perform a POST to the following URL https://[companyID].crittah.com/ws/apiv2/json/customers/search

JSON

{
	"CompanyName": "Super Corp"
}

XML

<?xml version="1.0" encoding="UTF-8"?>
<CustomeSearchParamsComplex xmlns="http://schemas.datacontract.org/2004/07/Spinifex.lib.objects" xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
	<CompanyName>Super Corp</CompanyName>
</CustomeSearchParamsComplex>

Working with a single customer

Method	Result
URI	https://[CompanyID].crittah.com/ws/apiv2/[json or xml]/customers/[customerId]
DELETE	Deletes one customer
GET	Returns data for one customer
POST	Create or modify only the supplied data for one customer; returns customer data after request
PUT	Not supported

Data fields

Field	Value type	Description	Example
IDCustomer	string	Unique identifier of the customer. The CustomerID is used for updating or deleting an existing customer.	7090fad1-c4da-4488-9ceb-55ee9847edcc
CustomerRef	string	Human readable unique identifier of the customer	2586681
ExternalRef	string	A reference to an id used in an external system to Crittah. This can be used to link Crittah to internal systems and maintaining the relationship between the two systems.	HSG29373
IDSite	string	Unique ID for the site the customer belongs to	20058233-7388-418b-9193-6b57e28604f9
Site	string	Site Name that customer belongs to	SYD
Types	Types Object	Array of types returned when getting a record	[ { "IDType": "c0fd94f3-2ddd-4eea-bc24-40189480d10f", "Type": "Producer" }, { "IDType": "eb6bef8f-6f03-49dd-80a4-83a220f6ddc3", "Type": "VIP" } ]
IDTypes	Array strings	Used when adding or updating the record	"IDTypes": [ "c0fd94f3-2ddd-4eea-bc24-40189480d10f", "eb6bef8f-6f03-49dd-80a4-83a220f6ddc3"]
IDStatus	string	IDStatus of customer	926a4185-6cb3-4a2a-a8ec-1fadc1cf4caa
Status	string	Indicates the status of the customer.	Pending
IDParent	string	ID of the parent customer. This is used when linking many customer to a single head office customer.	926a4185-6cb3-4a2a-a8ec-1fadc1cf4caa
CompanyName	string	Name of the customer.	Megga Corp Pty Ltd
CompanyNo	string	Legal registered company number	28787 876 8876
Phone	string	Customers phone	(02) 9506 3560
Mobile	string	Customers Mobile	0412 544 654
Fax	string	Customers Fax	(02) 9567 680
Council	string	Local council customer resides in.	Parramatta
WebSite	string	customers position	Manager
AddressBilling	Address Object	Customers Billing Address	See Address Object
Address	Address Object	Customers Physical Address	See Address Object
Notes	Array of Notes Object	Customers notes.	See Notes Object
AccountOwner	string	Account owner that the customer belongs to. This is a user in Crittah. User list information can be retrieved users from the Helper REST API	926a4185-6cb3-4a2a-a8ec-1fadc1cf4caa

Examples

Get a customers details

Sample cURL call:

curl -H "Content-Type: application/json"  \
-H "API-AppID: 7090fad1-c4da-4488-9ceb-55ee9847edcc" \
-H "Api-Username: jsmith" \
-H "API-Password: abc123" \
http://[companyID].crittah.com/ws/apiv2/json/customers/5f3f2135-d0f5-47a4-906e-7274b0128054

JSON Rsponse:

 {
  "IDCustomer": "5f3f2135-d0f5-47a4-906e-7274b0128054",
  "IDSite": "20058233-7388-418b-9193-6b57e28604f9",
  "Site": "SYD",
  "Types": [
    {
      "IDType": "4d819963-731c-41fd-9378-fd7a10199b78",
      "Type": "Associates"
    },
    {
      "IDType": "21a952eb-089e-467a-98bf-f8cb9a0ebd88",
      "Type": "Producer"
    }
  ],
  "IDStatus": "926a4185-6cb3-4a2a-a8ec-1fadc1cf4caa",
  "Status": "Active",
  "Parent": null,
  "CompanyName": "Sydney Bunting Supplies",
  "CompanyNo": "654 654 9879",
  "CustomerRef": "7193032",
  "Phone": "9575 545",
  "Mobile": "0414 656 654",
  "Fax": "654 654 544",
  "Council": "Sydney",
  "WebSite": "http:\/\/www.buntingsupplies.comau",
  "AddressBilling": {
    "IDAddress": "368321fe-de7e-4f38-80a7-e7ea8e34fe26",
    "AddressLine1": "88 Castlereagh Street",
    "AddressLine2": null,
    "City": "SYDNEY",
    "State": "NSW",
    "IDCountry": 1013,
    "Country": "Australia",
    "PostCode": "2000",
    "LocRef": {
      "IDLocation": "6db14940-f906-4c20-949a-e332f6798336",
      "LatLng": {
        "Lat": -33.869738,
        "Lng": 151.209448
      }
    }
  },
  "Address": {
    "IDAddress": "2d69c03b-5b57-46b4-8d67-43d2f27d225a",
    "AddressLine1": "88 Castlereagh Street",
    "AddressLine2": null,
    "City": "SYDNEY",
    "State": "NSW",
    "IDCountry": 1013,
    "Country": "Australia",
    "PostCode": "2000",
    "LocRef": {
      "IDLocation": "e97c85a5-62c0-4e13-bb63-ed8a43050360",
      "LatLng": {
        "Lat": -33.869738,
        "Lng": 151.209448
      }
    }
  },
  "AccountOwner": "00000000-0000-0000-0000-000000000000",
  "Notes": [
    {
      "IDNote": "05629a9b-2869-4197-82af-b6f975be93c8",
      "IDEntity": "5f3f2135-d0f5-47a4-906e-7274b0128054",
      "IDNoteType": "77d5d244-eb29-4b5b-8b14-87d92b4215ea",
      "Type": "General",
      "NoteInfo": "Contact the front desk for assistance"
    },
    {
      "IDNote": "cf67b514-3ba2-44d9-82f0-c0d5f8d57816",
      "IDEntity": "5f3f2135-d0f5-47a4-906e-7274b0128054",
      "IDNoteType": "77d5d244-eb29-4b5b-8b14-87d92b4215ea",
      "Type": "General",
      "NoteInfo": "Entry is via 120 King st - last driveway on right before Castlereagh st."
    }
  ]
}

XML Response:

 <?xml version="1.0" encoding="UTF-8"?>
<CustomerObj xmlns="http://schemas.datacontract.org/2004/07/Spinifex.lib.objects" xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
   <IDCustomer>5f3f2135-d0f5-47a4-906e-7274b0128054</IDCustomer>
   <IDSite>20058233-7388-418b-9193-6b57e28604f9</IDSite>
   <Site>SYD</Site>
   <Types>
      <TypeObj>
         <IDType>4d819963-731c-41fd-9378-fd7a10199b78</IDType>
         <Type>Associates</Type>
      </TypeObj>
      <TypeObj>
         <IDType>21a952eb-089e-467a-98bf-f8cb9a0ebd88</IDType>
         <Type>Producer</Type>
      </TypeObj>
   </Types>
   <IDStatus>926a4185-6cb3-4a2a-a8ec-1fadc1cf4caa</IDStatus>
   <Status>Active</Status>
   <Parent i:nil="true" />
   <CompanyName>Sydney Bunting Supplies</CompanyName>
   <CompanyNo>654 654 9879</CompanyNo>
   <CustomerRef>7193032</CustomerRef>
   <Phone>9575545</Phone>
   <Mobile>0414 656 654</Mobile>
   <Fax>654 654 544</Fax>
   <Council>Sydney</Council>
   <WebSite>http://www.buntingsupplies.comau</WebSite>
   <AddressBilling>
      <IDAddress>368321fe-de7e-4f38-80a7-e7ea8e34fe26</IDAddress>
      <AddressLine1>88 Castlereagh Street</AddressLine1>
      <AddressLine2 i:nil="true" />
      <City>SYDNEY</City>
      <State>NSW</State>
      <IDCountry>1013</IDCountry>
      <Country>Australia</Country>
      <PostCode>2000</PostCode>
      <LocRef>
         <IDLocation>6db14940-f906-4c20-949a-e332f6798336</IDLocation>
         <LatLng>
            <Lat>-33.869738</Lat>
            <Lng>151.209448</Lng>
         </LatLng>
      </LocRef>
   </AddressBilling>
   <Address>
      <IDAddress>2d69c03b-5b57-46b4-8d67-43d2f27d225a</IDAddress>
      <AddressLine1>88 Castlereagh Street</AddressLine1>
      <AddressLine2 i:nil="true" />
      <City>SYDNEY</City>
      <State>NSW</State>
      <IDCountry>1013</IDCountry>
      <Country>Australia</Country>
      <PostCode>2000</PostCode>
      <LocRef>
         <IDLocation>e97c85a5-62c0-4e13-bb63-ed8a43050360</IDLocation>
         <LatLng>
            <Lat>-33.869738</Lat>
            <Lng>151.209448</Lng>
         </LatLng>
      </LocRef>
   </Address>
   <AccountOwner>00000000-0000-0000-0000-000000000000</AccountOwner>
   <Notes>
      <NoteObj>
         <IDNote>05629a9b-2869-4197-82af-b6f975be93c8</IDNote>
         <IDEntity>5f3f2135-d0f5-47a4-906e-7274b0128054</IDEntity>
         <IDNoteType>77d5d244-eb29-4b5b-8b14-87d92b4215ea</IDNoteType>
         <Type>General</Type>
         <NoteInfo>Contact the front desk for assistance</NoteInfo>
      </NoteObj>
      <NoteObj>
         <IDNote>cf67b514-3ba2-44d9-82f0-c0d5f8d57816</IDNote>
         <IDEntity>5f3f2135-d0f5-47a4-906e-7274b0128054</IDEntity>
         <IDNoteType>77d5d244-eb29-4b5b-8b14-87d92b4215ea</IDNoteType>
         <Type>General</Type>
         <NoteInfo>Entry is via 120 King st - last driveway on right before Castlereagh st.</NoteInfo>
      </NoteObj>
   </Notes>
</CustomerObj>

Add Customer

Add the following contents to a file called "add_customer.data"

{
  "CompanyName": "Test Incorperated",
  "CompanyNo": "987 654 3210",
  "Phone": "555 3293 2001",
  "Mobile": "0416 234 568",
  "Fax": "555 323 574",
  "Council": "LA",
  "IDSite": "20058233-7388-418b-9193-6b57e28604f9",
  "IDTypes": [
    "4d819963-731c-41fd-9378-fd7a10199b78",
    "21a952eb-089e-467a-98bf-f8cb9a0ebd88"
  ],
  "IDStatus": "926a4185-6cb3-4a2a-a8ec-1fadc1cf4caa",
  "WebSite": "http:\/\/www.testcorp.com",
  "Address": {
    "AddressLine1": "Suite 8032",
    "AddressLine2": "21 King Street",
    "City": "SYDNEY",
    "State": "NSW",
    "Country": "Australia",
    "PostCode": "2021",
    "LocRef": {
      "LatLng": {
        "Lat": -33.869738,
        "Lng": 151.209448
      }
    }
  },
  "AddressBilling": {
    "AddressLine1": "Suite 8032",
    "AddressLine2": "22 King Street",
    "City": "SYDNEY",
    "State": "NSW",
    "Country": "Australia",
    "PostCode": "2022"
  },
  "Notes": [
    {
      "IDNoteType": "77d5d244-eb29-4b5b-8b14-87d92b4215ea",
      "NoteInfo": "Take lift to level 8 turn right. Reception in front of you."
    },
    {
      "IDNoteType": "77d5d244-eb29-4b5b-8b14-87d92b4215ea",
      "NoteInfo": "If receptionist not there ring bell on wall."
    }
  ]
}

Run the follow cURL command

curl -X POST -d add_customer.data  \
-H "Content-Type: application/json"  \
-H "API-AppID: 7090fad1-c4da-4488-9ceb-55ee9847edcc" \
-H "Api-Username: jsmith" \
-H "API-Password: abc123" \
http://YourCompanyID.crittah.com/ws/apiv2/json/customers

Update customer

Add the following contents to a file calls "update_customer.data"

{
  "CompanyName": "North Bunting Supplies",
  "CompanyNo": "111 222 3333",
  "IDTypes": [ "eb6bef8f-6f03-49dd-80a4-83a220f6ddc3"],
  "Fax": "654 654 124",
  "WebSite": "http:\/\/www.buntingsupplies.com.au",
  "AddressBilling": {
    "AddressLine1": "99 Castlereagh Street",
    "AddressLine2": null,
    "City": "NORTH SYDNEY",
    "PostCode": "2001"
   },
  "Address": {
    "AddressLine1": "91 Castlereagh Street",
    "AddressLine2": null,
    "City": "NORTH SYDNEY"
  }
}