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GET/customers

List customers

GEThttps://<your-url>/api/v2/customers

MCP id customers.indexAlso on this path: POST Create a customer

View as Markdown openapi.json

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=detail makes it 3. Adds: each include +1 (to-many +3), q +2.
Also
If-None-Match answers 304 when 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

viewstring

Which field set to render.

summarydefaultdetail

Pagination

per_pageinteger1 to 100

Rows per page. At most 25 when include names a to-many relation; a larger value is 400 invalid-query-parameter.

Default: 25

cursorstring

Opaque keyset cursor from a previous page's links.next. Never construct one by hand.

pageinteger1 to 1000

Opt in to page-number paging: 1-based, at most 1000. Omit it, the default, to page by opaque cursor, which is what links.next hands you. Cannot be combined with cursor. Published only on collections that count their rows on every request.

Filters

=
equals
[in]
any of a comma-separated list
[null]
true or false: whether it is empty
[gte][lte][lt]
at least, at most, less than
[ne]
not equal
filter[account_manager_id]integer=[in][null]

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.

filter[company_branch_id]integer=[in][null]

Industry branch.

A comma-separated list of at most 100 values.

filter[company_size_id]integer=[in][null]

Company size band.

A comma-separated list of at most 100 values.

filter[company_type_id]integer=[in][null]

Company type.

A comma-separated list of at most 100 values.

filter[created_at]timestamp (YYYY-MM-DDThh:mm:ssZ)=[gte][lt]

Creation timestamp. Pair with sort=id for a stable full export.

filter[customer_category_id]integer=[in][null]

Customer category. Use the null operator to list uncategorised customers.

A comma-separated list of at most 100 values.

filter[customer_since]date (YYYY-MM-DD)=[gte][lte][null]

Day this customer became a customer.

Whether the field is null.

filter[exact_keep_local_address]boolean

Whether the Exact sync leaves this customer's local address alone.

filter[exact_synced_at]timestamp (YYYY-MM-DDThh:mm:ssZ)=[gte][lte][null]

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.

filter[founded_at]date (YYYY-MM-DD)=[gte][lte][null]

Day the customer's company was founded.

Whether the field is null.

Sorting

sortstring

Up to three keys, comma-separated, each optionally prefixed with - for descending.

Default: name

KeySorts by
nameCustomer name, A→Z.
founded_atDay the customer's company was founded.
customer_sinceDay this customer became a customer.
exact_synced_atWhen the Exact sync last handled this customer.
idId, ascending. An id never changes, so use this for a stable full export.
updated_atLast-write timestamp; pair with the id tiebreaker for sync.

Prefix a key with - for descending.

Includes

includestring

Comma-separated names to inline, at most five.

PathAddsCost
company_branchExpands the industry branch into {id, name}.+1
customer_categoryExpands 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
tagsTags on this customer. A customer takes at most 50, so this is the whole set.to-many · +3

Other

trashedstring

Whether soft-deleted rows are included.

withoutdefaultwithonly

Request headers

X-Request-Idstringpattern

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.

If-None-Matchstring

The ETag a read is conditional on. A match is answered 304 with no body.

Response 200

Returns a page of CustomerList rows.

dataarray of CustomerList

The rows, each a CustomerList.

meta.pagePage

per_page, next_cursor, prev_cursor, total, current_page, last_page.

meta.warningsarray of object

Non-fatal notes about this request. Switch on code, never on detail.

Each row is a CustomerList: 36 fields.

Headers

ETag
A weak validator (W/"…") of the rendered page.
RateLimit
The IETF httpapi-ratelimit-headers form 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

Errors

8 errors every operation can return: 304, 400, 401, 404, 406, 429, 500, 503

This path allows GET, POST. Anything else answers 405.