Acumatica API - Endpoint Default 24 200 001Install

Summary

Insert or update a Customer record in Acumatica by providing detailed customer information including attributes, contacts, billing and shipping details, credit verification rules, and other relevant customer data.

Inputs

• Attributes — Multiple customer attributes with details such as Attribute ID, description, active status, value, and related notes.
• Billing Contact — Billing contact details including active status, activities, address, and override options.
• Address — Customer address details including lines, city, state, postal code, country, and validation status.
• Override Account Address — Boolean to specify whether to override the account address.
• Business Account — Unique identifier string for the business account.
• Campaigns — Campaign information related to the customer including campaign ID, name, contact ID, and stage.
• Cases — List of cases related to the customer with details like Case ID, class ID, dates, reasons, status, severity, and ownership.
• Company Name — Name of the company associated with the customer.
• Contacts — One or more related contact records with detailed information including name, activities, address, and attributes.
• Credit Verification Rules — Credit verification parameters such as credit days past due, credit limit, first due date, open orders balance, and remaining credit limit.
• Lead Timedays — Lead time in days as a numeric value.
• Main Contact — Details of the main contact person including activities and address.
• Note ID — A note identifier associated with the customer record.
• Order Priority — Order priority value as a number.
• Payment Instructions — Multiple payment instructions including description, location ID, payment method, and value.
• Primary Contact — Primary contact information with activity details and address.
• Salespersons — Information about salespersons associated with the customer including ID, name, commission and default status.
• Shipping Contact — Shipping contact details such as active status, activities, address, and override options.
• Additional Fields — Various optional fields for customer such as account references, communication preferences, status, credit limits, and other metadata.

Output shape

a single record

Returns the result of the upsert operation reflecting the inserted or updated Customer record data from Acumatica API response; no pagination or list structure.

Examples

Example 1: Upsert a customer with a specified CustomerID and company name, including billing and shipping contact details.

Set 'CustomerID' and 'CompanyName' fields, optionally add billing and shipping contact addresses and activities, and call the upsert operation to create or update the customer.

Links

• n8n community nodes installation guide