iCountInstall

Summary

Upserts a customer record based on provided details, creating it if it doesn't exist or updating it if it does.

Inputs

• name (required) — The name of the customer.
• id_number — The HP Number of the customer.
• email — The email address of the customer.
• first_name — The first name of the customer.
• last_name — The last name of the customer.
• vat_id — VAT ID of the customer.
• phone — Phone number of the customer.
• mobile — Mobile number of the customer.
• fax — Fax number of the customer.
• address — Physical address of the customer.
• city — City where the customer resides.
• bus_country — Business country address.
• bus_state — Business state address.
• bus_city — Business city address.
• bus_zip — Business ZIP code.
• bus_street — Business street address.
• bus_no — Business street number.
• home_country — Home country address.
• home_state — Home state address.
• home_city — Home city address.
• home_zip — Home ZIP code.
• home_street — Home street address.
• home_no — Home street number.
• bank — Bank associated with the customer.
• branch — Branch of the bank.
• account — Bank account number.
• faccount — Foreign account number.
• notes — Any additional notes about the customer.
• digsig — Digital signature of the customer.
• custom_client_id — Custom client ID.
• custom_info — Custom information related to the customer.
• employee_assigned — Employee assigned to the customer.
• client_type_id — ID of the client type.
• client_type_name — Name of the client type.
• payment_terms — Payment terms in days.
• client_type_discount — Discount percentage for the client type.

Output shape

no body — success/failure only

Successful upsert will return a success status; errors will be handled as per workflow settings.

Examples

Example 1: Upserting a customer record with mandatory and optional details

Provide the customer's name as mandatory, and any other optional details like email, phone, etc.