Acumatica API - Endpoint Default 23 200 001Install

Summary

Upsert (insert or update) a customer in Acumatica.

Inputs

• Basic Information — Fields like Company Name, Contact ID, Contact Class, Contact Method, Converted By, Date Of Birth, Display Name, Do Not Call, Do Not Email, Do Not Fax, Do Not Mail, Email, Fax, Fax Type, First Name, Gender, Image, Job Title, Language Or Locale, Last Incoming Activity, Last Modified Date Time, Last Name, Last Outgoing Activity, Marital Status, Middle Name, No Marketing, No Mass Mail, Notification settings, Opportunities, Owner, Owner Employee Name, Parent Account, Phone 1/2/3 and their types, Qualification Date, Reason, Relations, Role Assignments, Source, Source Campaign, Spouse Or Partner Name, Status, Synchronize, Title, Type, User Info, User Type, Web Site, Workgroup, Workgroup Description, Full Name, Ext Ref Nbr.
• Address — Address details (Address Line 1, Address Line 2, City, Country, Postal Code, State, Validated) with override options (Override Account Address, Address Validated, Attention).
• Attributes — Custom attributes as a list, each with Attribute ID, Attribute Description, Is Active, Ref Note ID, Required, Value, Value Description.
• Billing Contact — Billing contact details including Active, Activities (with Billable, Overtime, Billable Overtime, Billable Time, Category, Cost Code, Created/Modified Date Time, Created By ID, Note ID, Owner, Project, Project Task, Ref Note ID, Released, Start Date, Status, Summary, Time Spent, Type, Workgroup ID).
• Campaigns — List of campaigns, each with Campaign ID, Campaign Name, Contact ID, Stage.
• Cases — List of cases, each with Case ID, Class ID, Closing Date, Date Reported, Estimation, Initial Response, Owner, Reason, Severity, Status, Subject, Workgroup.
• Contacts — List of contacts, each containing nested structures similar to the main contact (with Activities, Address, Attributes, etc.).
• Credit Verification Rules — Credit settings including Credit Days Past Due, Credit Limit, Credit Verification, First Due Date, Open Orders Balance, Remaining Credit Limit, Unreleased Balance.
• Duplicates — List of potential duplicate customers, each with Business Account, Business Account Name, Business Account Type, Display Name, Duplicate, Email, Last Modified Date, Type.
• Lead Timedays — Lead time in days as a numeric value.
• Main Contact — Primary contact details mirroring the contact structure (Active, Activities, etc.).
• Marketing Lists — List of marketing list subscriptions, each with Contact ID, Dynamic List, Format, List Name, Marketing List ID, Subscribed.
• Note ID — Note ID value as a string.
• Order Priority — Order priority as a numeric value.
• Payment Instructions — List of payment instructions, each with Description, Location ID, Payment Instructions ID, Payment Method, Value.
• Primary Contact — Primary contact details (similar to Main Contact structure).
• Salespersons — List of salespersons, each with Commission, Default, Location ID, Location Name, Name, Salesperson ID.
• Shipping Contact — Shipping contact details (similar to Billing Contact structure).
• Additional Fields — Extended settings like Account Ref, Apply Overdue Charges, Auto Apply Payments, B Account ID, Billing Address Override, Billing Contact Override, Created Date Time, Currency ID, Currency Rate Type, Customer Class, Customer ID, Customer Category, Customer Name, Enable Currency Override, Enable Rate Override, Enable Write Offs, FOB Point, Last Modified Date Time, Location Name, Multi Currency Statements, Parent Record, Price Class ID, Primary Contact ID, Print Dunning Letters, Print Invoices, Print Statements, Residential Delivery, Saturday Delivery, Send Dunning Letters by Email, Send Invoices by Email, Send Statements by Email, Shipping Address Override, Shipping Branch, Shipping Contact Override, Shipping Rule, Shipping Terms, Shipping Zone ID, Ship Via, Statement Cycle ID, Statement Type, Status, Tax Registration ID, Tax Zone, Terms, Warehouse ID, Write Off Limit, Restrict Visibility To, Entity Usage Type, Tax Exemption Number, Is Guest Customer.

Output shape

The raw API response from Acumatica containing the created or updated customer record, including fields such as Customer ID, Company Name, and system-generated metadata.

The node strips empty/default values and wraps values in the Acumatica API format ({ value: x }) before sending the request.

Examples

Example 1: Create a new customer

Set Company Name, Email, and Phone 1. Leave other fields blank to use defaults.

Example 2: Update an existing customer

Provide Customer ID (via additionalFields) along with fields to change, such as Phone 2 or Credit Limit.

Links

• n8n community nodes installation guide