Customer Account

Customer Account records hold the contact details for a customer. A customer can have several customer bank accounts, which in turn can have several Direct Debit mandate setup, payments taken or refunds setup.

{id} donates the id of the record.

All timestamps are formatted as ISO8601 with timezone information. For API calls that allow for a timestamp to be specified, we use that exact timestamp. These timestamps look something like 2014-02-27T15:05:06.123Z.For endpoints that require dates, we expect a date string of the format YYYY-MM-DD, where an example would look like 2014-02-27.

Method	Purpose
POST	Create a Customer Account
PUT	Update a Customer Account
GET (Singular)	Return Customer Account details
GET (List)	Return Customer Account details in a list

POST

Action: Create a Customer Account.
Method: POST
URL: https://api.smarterpaycloud.com/service.svc/customeraccount

Request Parameters

Property	Mandatory	Description
email	True	Maximum 100 characters - must be valid email
first_name	True	Maximum 50 characters
last_name	True	Maximum 50 characters
address_line1	True	Maximum 50 characters
city	True	Maximum 50 characters
postal_code	True	Maximum 50 characters
address_line2	False	Maximum 50 characters
title	False	Maximum 45 characters
company_name	False	Maximum 160 characters
country_code	False	2 character Country Code (ISO 3166-1 alpha-2). If empty defaults to "GB"
state_code	False	2 character US state code. Mandatory if country_code set to “US”.
custom_reference	False	Custom reference set on record. Maximum 50 characters
metadata	False	String for Custom metadata. Maximum 1000 characters
external_id	False	Can be used to store a related ID from a different system, for example it is used for the Xero integration. Maximum 50 characters

Request Sample

{
 "Customer_Account":
  {
   "email":"test@test.com",
   "company_name":"testcompany",
   "title":"Mr",
   "first_name":"test",
   "last_name":"test",
   "address_line1":"74 test street",
   "address_line2":"test line 2",
   "city":"testcity",
   "postal_code":"Q1 TEST",
   "country_code":"GB",
   "custom_reference":"XYZ",
   "metadata":"",
   "external_id":""
  }
}

Response Parameters

Property	Description
address_line1	First line of address
address_line2	Second line of address
city	Returns city
company_name	Returns company name
country_code	Returns Country Code (ISO 3166-1 alpha-2)
created_at	Datetime formatted as ISO8601
custom_reference	Custom reference set on record
email	Returns email
external_id	Returns external Id, if set
first_name	Returns the customer first name
gift_aid	If the customer has signed up for Gift Aid. Options are: true, false
id	Unique identifier beginning with specified prefix followed by 8 digit auto number
last_name	Returns the customer last name
metadata	Returns optional, custom, metadata, if set
postal_code	Returns postal code
state_code	Returns US state code, if country code set to “US”
status	Returns the status of the customer account
title	Returns the customer title.

Response Sample

{
    "Customer_Account": {
        "address_line1": "32-36 Prospect Street",
        "address_line2": "",
        "city": "Hull",
        "company_name": "Halestorm",
        "country_code": "US",
        "state_code": "FL",
        "created_at": "2022-05-12T12:24:08Z",
        "custom_reference": "Halestorm",
        "email": "lhale@gmail.com",
        "first_name": "Lizzy",
        "id": "FTBCUST00035740",
        "last_name": "Hale",
        "postal_code": "HU2 8PX",
        "status": "active",
        "title": "",
        "metadata": "",
        "gift_aid": false,
        "external_id":""
    }
}

Action: Update a Customer Account.
Method: PUT
URL: https://api.smarterpaycloud.com/service.svc/customeraccount/{ID}

{ID} denotes ID of record.

Request Parameters

Property	Mandatory	Description
email	True	Maximum 100 characters - must be valid email
first_name	True	Maximum 50 characters
last_name	True	Maximum 50 characters
address_line1	True	Maximum 50 characters
city	True	Maximum 50 characters
postal_code	True	Maximum 50 characters
address_line2	False	Maximum 50 characters
title	False	Maximum 45 characters
company_name	False	Maximum 160 characters
country_code	False	2 character Country Code (ISO 3166-1 alpha-2). If empty defaults to "GB"
state_code	False	2 character US state code. Mandatory if country_code set to “US”.
custom_reference	False	Custom reference set on record. Maximum 50 characters
metadata	False	String for Custom metadata. Maximum 1000 characters
external_id	False	Can be used to store a related ID from a different system, for example it is used for the Xero integration. Maximum 50 characters

Request Sample

{
 "Customer_Account":
  {
   "email":"test@test.com",
   "company_name":"testcompany",
   "title":"Mr",
   "first_name":"test",
   "last_name":"test",
   "address_line1":"74 test street",
   "address_line2":"test line 2",
   "city":"testcity",
   "postal_code":"Q1 TEST",
   "country_code":"GB",
   "custom_reference":"XYZ",
   "metadata":"",
   "external_id":""
  }
}

Response Parameters

Property	Description
address_line1	First line of address
address_line2	Second line of address
city	Returns city
company_name	Returns company name
country_code	Returns Country Code (ISO 3166-1 alpha-2)
created_at	Datetime formatted as ISO8601
custom_reference	Custom reference set on record
email	Returns email
external_id	Returns external Id, if set
first_name	Returns the customer first name
gift_aid	If the customer has signed up for Gift Aid. Options are: true, false
id	Unique identifier beginning with specified prefix followed by 8 digit auto number
last_name	Returns the customer last name
metadata	Returns optional, custom, metadata, if set
postal_code	Returns postal code
state_code	Returns US state code, if country code set to “US”
status	Returns the status of the customer account
title	Returns the customer title.

Response Sample

{
    "Customer_Account": {
        "address_line1": "32-36 Prospect Street",
        "address_line2": "",
        "city": "Hull",
        "company_name": "Halestorm",
        "country_code": "US",
        "state_code": "FL",
        "created_at": "2022-05-12T12:24:08Z",
        "custom_reference": "Halestorm",
        "email": "lhale@gmail.com",
        "first_name": "Lizzy",
        "id": "FTBCUST00035740",
        "last_name": "Hale",
        "postal_code": "HU2 8PX",
        "status": "active",
        "title": "",
        "metadata": "",
        "gift_aid": false,
        "external_id":""
    }
}

Action: Return Customer Account details.
Method: GET
URL: https://api.smarterpaycloud.com/service.svc/customeraccount/{ID}

{ID} denotes ID of record.

Response Parameters

Property	Description
address_line1	First line of address
address_line2	Second line of address
city	Returns city
company_name	Returns company name
country_code	Returns Country Code (ISO 3166-1 alpha-2)
created_at	Datetime formatted as ISO8601
custom_reference	Custom reference set on record
email	Returns email
external_id	Returns external Id, if set
first_name	Returns the customer first name
gift_aid	If the customer has signed up for Gift Aid. Options are: true, false
id	Unique identifier beginning with specified prefix followed by 8 digit auto number
last_name	Returns the customer last name
metadata	Returns optional, custom, metadata, if set
postal_code	Returns postal code
state_code	Returns US state code, if country code set to “US”
status	Returns the status of the customer account
title	Returns the customer title.

Response Sample

{
    "Customer_Account": {
        "address_line1": "32-36 Prospect Street",
        "address_line2": "",
        "city": "Hull",
        "company_name": "Halestorm",
        "country_code": "US",
        "state_code": "FL",
        "created_at": "2022-05-12T12:24:08Z",
        "custom_reference": "Halestorm",
        "email": "lhale@gmail.com",
        "first_name": "Lizzy",
        "id": "FTBCUST00035740",
        "last_name": "Hale",
        "postal_code": "HU2 8PX",
        "status": "active",
        "title": "",
        "metadata": "",
        "gift_aid": false,
        "external_id":""
    }
}

Action: Return Customer Account details.
Method: GET
URL: https://api.smarterpaycloud.com/service.svc/customeraccounts

Optional Parameters and filters are available, please see below.

Response Parameters

Property	Description
address_line1	First line of address
address_line2	Second line of address
city	Returns city
company_name	Returns company name
country_code	Returns Country Code (ISO 3166-1 alpha-2)
created_at	Datetime formatted as ISO8601
custom_reference	Custom reference set on record
email	Returns email
external_id	Returns external Id, if set
first_name	Returns the customer first name
gift_aid	If the customer has signed up for Gift Aid. Options are: true, false
id	Unique identifier beginning with specified prefix followed by 8 digit auto number
last_name	Returns the customer last name
metadata	Returns optional, custom, metadata, if set
postal_code	Returns postal code
state_code	Returns US state code, if country code set to “US”
status	Returns the status of the customer account
title	Returns the customer title.

Response Sample

{
    "Customer_Accounts": [
        {
            "address_line1": "32-36 Prospect Street",
            "address_line2": "",
            "city": "Hull",
            "company_name": "Halestorm",
            "country_code": "US",
            "state_code": "FL",
            "created_at": "2022-05-12T12:24:08Z",
            "custom_reference": "Halestorm",
            "email": "lhale@gmail.com",
            "first_name": "Lizzy",
            "id": "FTBCUST00035740",
            "last_name": "Hale",
            "postal_code": "HU2 8PX",
            "status": "active",
            "title": "",
            "metadata": "",
            "gift_aid": false,
            "external_id":""
        },
        {
            "address_line1": "32-36 Prospect Street",
            "address_line2": "",
            "city": "Hull",
            "company_name": "Metallica",
            "country_code": "GB",
            "created_at": "2022-05-12T12:26:29Z",
            "custom_reference": "Metallica",
            "email": "jhetfield@email.com",
            "first_name": "James",
            "id": "FTBCUST00035741",
            "last_name": "Hetfield",
            "postal_code": "HU2 8PX",
            "status": "active",
            "title": "",
            "metadata": "",
            "gift_aid": false,
            "external_id":""
        }
    ]
}

Optional Parameters and filters
Optional parameters can be added to the GET URL by using a “?” in front of the first parameter and “&” in front of subsequent parameters, for example https://api.smarterpaycloud.com/Service.svc/BankAccounts?limit=2&page_no=1

Parameter	Description
limit	Limits the number of records returned by the request. Default=40 when not specified. Minimum=1. Maximum=500.
page_no	Specifies which page of records are returned by the request. Default=1 when not specified.
sort_field	specifies which field to sort on. Options are: “company”,“email”,“name”,“postal_code”,“custom_reference”,“status”,“created_at” (Default when not specified).
sort_order	Specifies which order to sort on. Options are asc (ascending. Default when not specified) or desc (descending).

Filter	Description
billing_postal_code	Filter the list using the billing_postal_code. Matches will contain the provided value.
company	Filter the list using the company. Matches will contain the provided value.
created_from	Filter the list with records created after the datetime supplied. Format is YYYY-MM-DD HH:MM:SS (2022-05-13 10:15:00).
created_to	Filter the list with records created before the datetime supplied. Format is YYYY-MM-DD HH:MM:SS (2022-05-13 10:15:00).
custom_reference	Filter the list using the custom_reference. Matches will contain the provided value.
email	Filter the list using the email. Matches will contain the provided value.
id	Filter the list using the id. Matches will exactly match the provided value.
name	Filter the list using the name. Matches will contain the provided value.
status	Filter the list using the status of the record. Can be a comma seperated list of required values. Options are “active”, “inactive”.

Customer Account

POST

PUT

GET (Singular)

GET (List)