List customers
GEThttps://
Returns the customers the caller may read, by name A-Z.
Access
- Token scope
- api:
read: customers Without it:
403 insufficient-token-scope. - Permission
- customers::
read Without it:
403 insufficient-permission. - Rate cost
- 1 unit, read bucket.
view=detailmakes it 3. Adds: each include +1 (to-many +3),q+2. - Also
If-None-Matchanswers304when nothing changed. Never cached:private, no-store. Unknown query parameters are refused, never ignored.
Both are checked, scope first. A token never does more than its user. How access is checked
Defaults to the summary view; view=detail carries the same fields on this resource (no field of it is detail-only) and costs three read units instead of one. Search with q= over name, code and email, filter on the five reference ids, the status, the VAT flag and the three dates, and pass trashed=with|only to see deleted customers. filter[account_manager_id]=me is the "my customers" query. There is no relationship sort: sort=customer_category.name is a 400.
Query parameters
Unknown parameters are refused with 400, naming the parameter.
46 parameters in 7 groups
Views
Pagination
Rows per page. At most 25 when include names a to-many relation; a larger value is 400 invalid-query-parameter.
Default: 25
Filters
- =
- equals
- [in]
- any of a comma-separated list
- [null]
trueorfalse: whether it is empty- [gte][lte][lt]
- at least, at most, less than
- [ne]
- not equal
Responsible account manager. Accepts the literal me. Use the null operator to list customers with no account manager.
A comma-separated list of at most 100 values.
Industry branch.
A comma-separated list of at most 100 values.
Company size band.
A comma-separated list of at most 100 values.
Creation timestamp. Pair with sort=id for a stable full export.
Customer category. Use the null operator to list uncategorised customers.
A comma-separated list of at most 100 values.
Day this customer became a customer.
Whether the field is null.
Whether the Exact sync leaves this customer's local address alone.
When the Exact sync last handled this customer. Use the null operator to list customers the sync has never touched.
Whether the field is null.
Day the customer's company was founded.
Whether the field is null.
Where the customer sits in the sales lifecycle.
A comma-separated list of at most 100 values.
suspectprospectfuture-opportunityactiveinactive
New values may be added.
Search
Sorting
| Key | Sorts by |
|---|---|
name | Customer name, A→Z. |
founded_at | Day the customer's company was founded. |
customer_since | Day this customer became a customer. |
exact_synced_at | When the Exact sync last handled this customer. |
id | Id, ascending. An id never changes, so use this for a stable full export. |
updated_at | Last-write timestamp; pair with the id tiebreaker for sync. |
Prefix a key with - for descending.
Includes
| Path | Adds | Cost |
|---|---|---|
company_branch | Expands the industry branch into {id, name}. | +1 |
customer_category | Expands the customer category into {id, name}. Cross-prefix: it additionally needs customer_categories::read and a token covering that prefix, and without them the row keeps the {"id": N} reference form. | +1 |
tags | Tags on this customer. A customer takes at most 50, so this is the whole set. | to-many · +3 |
Other
Request headers
A correlation id of your own. It is recorded in our logs next to the server's request id but never returned: the response header always carries the server's id. A value that does not match the pattern is discarded silently, never rejected.
Response 200
Returns a page of CustomerList rows.
The rows, each a CustomerList.
per_page, next_cursor, prev_cursor, total, current_page, last_page.
self, next, prev.
Each row is a CustomerList: 36 fields.
Headers
ETag- A weak validator (
W/"…") of the rendered page. RateLimit- The IETF
httpapi-ratelimit-headersform of your remaining allowance on the tightest bucket this request touched. RateLimit-Policy- The ceiling and window of that bucket, as
<limit>;w=<seconds>. X-Request-Id- The server-generated ULID correlating this response with our logs.
Every response also carries Cache-Control, Vary, X-Content-Type-Options, X-Plnnrly-Api-Version, X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset. Headers and versioning
Short customer code, e.g. ACM. Prefixes every work item's issue key, is enforced unique on write, and is one of the fields ?q= searches.
Chip colour as a CSS hex triplet or sextet, e.g. #1d4ed8. A stored value that is not valid hex reads back as #6b7280.
Where the customer sits in the sales lifecycle.
suspectprospectfuture-opportunityactiveinactive
New values may be added.
Country as an ISO 3166-1 alpha-2 code, e.g. NL, as plnnrly writes it. Older records may hold any string.
Latitude, geocoded from the address whenever address, zip or city changes. Not writable.
Longitude, geocoded from the address whenever address, zip or city changes. Not writable.
Payment term in days, as held by the accounting integration. Read by the invoice composer; written only by the Exact sync.
Debtor number in the accounting system. Writing it requires billing_settings::update.
Account identifier in Exact Online, written by the sync.
When the Exact sync last handled this customer, or null if never.
Whether the Exact sync leaves this customer's local address alone although it differs from the one in Exact. Set when a user accepts the difference on the Exact customers screen in plnnrly; not writable.
Responsible account manager. Required on create; unassigned when the user is deleted.
Company type, or null. Company types are your organisation's own list, maintained in plnnrly and not exposed as a collection.
Company size band, or null. Company sizes are your organisation's own list, maintained in plnnrly and not exposed as a collection.
The customer's category. Rendered as {"id": N} until named in ?include=customer_category, and null where none is assigned.
The customer's industry branch. Rendered as {"id": N} until named in ?include=company_branch, and null where none is assigned.
Number of live projects for this customer. Soft-deleted projects are not counted.
Errors
8 errors every operation can return: 304, 400, 401, 404, 406, 429, 500, 503
304 Not modified.
400 Bad request.
idempotency-key-requiredinvalid-cursorinvalid-query-parametermalformed-requestunsupported-parameter
401 Unauthenticated.
404 Not found.
406 Not acceptable.
429 Too many requests.
500 Server error.
503 Service unavailable.
This path allows GET, POST. Anything else answers 405.
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