API Docs / Schemas / CustomerDto

CustomerDto

Customer data retrieved from third-party accounting platforms (Xero, QuickBooks, FreeAgent, etc.).
Represents a customer/client as stored in the accounting system, including contact details and financial balances.
Used for importing clients and syncing financial data.

Properties

Name Type Description
idstring

Platform-specific customer identifier (unique within the accounting platform)

Platform-specific customer identifier (unique within the accounting platform)

namestring

Customer/company name from the accounting platform

Customer/company name from the accounting platform

firstNamestring

Contact first name (if available from platform)

Contact first name (if available from platform)

lastNamestring

Contact last name (if available from platform)

Contact last name (if available from platform)

emailstring

Primary email address for the customer

Primary email address for the customer

contactNumberstring

Primary contact phone number

Primary contact phone number

isActiveboolean

Whether the customer is active in the accounting platform

Whether the customer is active in the accounting platform

externalUrlstring

Direct link to view the customer in the accounting platform

Direct link to view the customer in the accounting platform

outstandingBalancenumber

Outstanding amount owed by the customer

Outstanding amount owed by the customer

overdueBalancenumber

Overdue amount owed by the customer

Overdue amount owed by the customer

totalInvoicednumber

Total amount invoiced to the customer (sum of all invoices)

Total amount invoiced to the customer (sum of all invoices)

platformDataobject

Platform-specific data that doesn't fit into the common model

Platform-specific data that doesn't fit into the common model

JSON Example

{
  "id": "string",
  "name": "string",
  "firstName": "string",
  "lastName": "string",
  "email": "string"
}

Used By Operations