Customer account groups

Organize customers into account groups to simplify reporting.

List customer account groups

get/objects/accounts-receivable/customer-account-group

Returns a collection with a key, ID, and link for each customer account group.

SecurityOAuth2
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": [
    • {
      • "key": "1",
      • "id": "HW VGL Group",
      • "href": "/objects/accounts-receivable/customer-account-group/1"
      },
    • {
      • "key": "2",
      • "id": "OS VGL Group",
      • "href": "/objects/accounts-receivable/customer-account-group/2"
      },
    • {
      • "key": "3",
      • "id": "Stationary VGL Group",
      • "href": "/objects/accounts-receivable/customer-account-group/3"
      },
    • {
      • "key": "4",
      • "id": "Electronic VGL Group",
      • "href": "/objects/accounts-receivable/customer-account-group/4"
      },
    • {
      • "key": "5",
      • "id": "Gardening VGL Group",
      • "href": "/objects/accounts-receivable/customer-account-group/5"
      },
    • {
      • "key": "6",
      • "id": "Auto VGL Group",
      • "href": "/objects/accounts-receivable/customer-account-group/6"
      },
    • {
      • "key": "7",
      • "id": "Inactive VGL Group",
      • "href": "/objects/accounts-receivable/customer-account-group/7"
      }
    ],
  • "ia::meta": {
    • "totalCount": 7,
    • "start": 1,
    • "pageSize": 100,
    • "next": 0,
    • "previous": 0
    }
}

Create a customer account group

post/objects/accounts-receivable/customer-account-group

Creates a new customer account group.

SecurityOAuth2
Request
Request Body schema: application/json
id
required
string

Customer account group name

Example: "Top Level customer"
groupType
string
Default: "customer"

Customer account group type

Value: "customer"
Example: "customer"
status
string
Default: "active"

Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.

Enum: "active" "inactive"
Example: "active"
Responses
201

Created

400

Bad Request

Request samples
application/json
{
  • "id": "1099 Customer Group",
  • "groupType": "customer",
  • "status": "active"
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "18",
    • "id": "1099 Customer Group",
    • "href": "/objects/accounts-receivable/customer-account-group/18"
    },
  • "ia::meta": {
    • "totalCount": 1
    }
}

Get a customer account group

get/objects/accounts-receivable/customer-account-group/{key}

Returns detailed information for a specified customer account group.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the customer account group.

Example: 190
Responses
200

customer-account-group Found

404

customer-account-group Not Found

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "id": "HW VGL Group",
    • "key": "1",
    • "groupType": "customer",
    • "status": "inactive",
    • "href": "/objects/accounts-receivable/customer-account-group/1"
    },
  • "ia::meta": {
    • "totalCount": 1
    }
}

Update a customer account group

patch/objects/accounts-receivable/customer-account-group/{key}

Updates an existing customer account group by setting field values. Any fields not provided remain unchanged.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the customer account group.

Example: 190
Request Body schema: application/json
groupType
string
Default: "customer"

Customer account group type

Value: "customer"
Example: "customer"
status
string
Default: "active"

Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.

Enum: "active" "inactive"
Example: "active"
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "status": "inactive"
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "18",
    • "id": "1099 Customer Group",
    • "href": "/objects/accounts-receivable/customer-account-group/18"
    },
  • "ia::meta": {
    • "totalCount": 1
    }
}

Delete a customer account group

delete/objects/accounts-receivable/customer-account-group/{key}

Deletes a customer account group.

SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the customer account group.

Example: 190
Responses
204

No Content

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "ia::error": {
      • "code": "invalidRequest",
      • "message": "A POST request requires a payload",
      • "errorId": "REST-1028",
      • "additionalInfo": {
        },
      • "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
      }
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 0,
    • "totalError": 1
    }
}

Query customer account groups

post/services/core/query

Use the query service to find customer account groups that meet certain criteria and to specify the properties that are returned.

SecurityOAuth2
Responses
200

OK

Request samples