Modifying an Existing Customer

To modify an existing customer’s primary contact information, fetch the customer data from Fusebill, apply your desired changes, and resubmit a full customer edit to the Fusebill system.

This is achieved by doing a GET Customer followed by a PUT Customer against the customer object.

Use this tutorial to edit:

Customer Contact information (Company name / First Name / Last Name)
Customer Reference information
Customer Sales Tracking Code information

Follow these steps when modifying an existing customer:

Step 1 - Find the Customer

If you have stored the Fusebill ID of the customer in your system then call:

📘
Get Customer - Fusebill ID
GET https://secure.fusebill.com/v1/customers/{{customerID}}

If you need to find the customer using your own customer code that you have stored on the customer then call:

📘
Get Customer - Your ID
GET https://secure.fusebill.com/v1/customers/?query=reference:YourCode

Sample Request

curl -X GET "https://secure.fusebill.com/v1/customers/1234" \
	-H "Content-Type: application/json" \
	-H "Authorization: Basic YourAPIKeyHere"

//path parameter
int customerID = 1234;
//Setup API key
string apiKey = "Your Api Key Here";
//Configure URI
WebRequest request = WebRequest.Create("HTTPS://secure.fusebill.com/v1/customers/"+customerID);
//Add Content type
request.ContentType = "application/json";
//Add Api key authorization
request.Headers.Add(HttpRequestHeader.Authorization, "Basic "+apiKey);
//Set request method
request.Method = "GET";
//Perform the request
var httpResponse = (HttpWebResponse)request.GetResponse();
//Record the response from our request
var result = "";
using (var streamReader = new StreamReader(httpResponse.GetResponseStream()))
{
  result = streamReader.ReadToEnd();
}

Sample Response

{
  "firstName": "Samantha",
  "middleName": "Payne",
  "lastName": "Gillespie",
  "companyName": "Cuizine",
  "suffix": "Jr.",
  "primaryEmail": "[email protected]",
  "primaryPhone": 8784473067,
  "secondaryEmail": "[email protected]",
  "secondaryPhone": 8955793436,
  "title": "Dr",
  "reference": 100986,
  "status": "Draft",
  "customerAccountStatus": "Good",
  "currency": "USD",
  "customerReference": {
    "reference1": null,
    "reference2": "customValue",
    "reference3": null,
    "salesTrackingCodes": [],
    "id": 12000750,
    "uri": "https://secure.fusebill.com/v1/customers/12000750"
  },
  "customerAcquisition": {
    "adContent": null,
    "campaign": null,
    "keyword": null,
    "landingPage": null,
    "medium": null,
    "source": null,
    "id": 12000750,
    "uri": "https://secure.fusebill.com/v1/customers/12000750"
  },
  "monthlyRecurringRevenue": 250,
  "netMonthlyRecurringRevenue": 220,
  "salesforceId": 12345678,
  "salesforceAccountType": null,
  "salesforceSynchStatus": "Enabled",
  "netsuiteId": 12345678,
  "netsuiteSynchStatus": "Enabled",
  "netsuiteCustomerType": "Individual",
  "portalUserName": "Shields1974",
  "parentId": 12000749,
  "quickBooksLatchType": null,
  "quickBooksId": null,
  "quickBooksSyncToken": null,
  "hubSpotId": null,
  "modifiedTimestamp": "2019-11-07T15:51:11.1915461Z",
  "id": 12000750,
  "uri": "https://secure.fusebill.com/v1/customers/12000750"
}

Step 2 - Update the Customer

Modify the desired field in the customer JSON object and then do a full update customer call:

📘
Update Customer
PUT https://secure.fusebill.com/v1/customers

**Sample Request

curl -X PUT "https://secure.fusebill.com/v1/customers" \
	-H "Content-Type: application/json" \
	-H "Authorization: Basic YourAPIKeyHere" \
	-d "{  firstName: 'James',  middleName: 'Gilliam',  lastName: 'Campbell',  companyName: 'Nitracyr',  suffix: 'Jr.',  primaryEmail: '[email protected]',  primaryPhone: '8545163066',  secondaryEmail: '[email protected]',  secondaryPhone: '9135892729',  title: 'Ms',  reference: '100986',  status: 'Active',  currency: 'NZD',  customerReference: {    reference1: 'some string 1',    reference2: 'some string 2',    reference3: 'some string 3',    salesTrackingCodes: [      {        type: 'Sales Tracking Code 1',        code: 'Alpha'      }    ]  },  customerAcquisition: {    adContent: null,    campaign: null,    keyword: null,    landingPage: null,    medium: null,    source: null  },  parentId: 12000749,  quickBooksLatchType: 'Enabled',  quickBooksId: 12345,  hubSpotId: 12345,  id: 1524982}

//Json Payload
string jsonData = "{{  'firstName': 'James',  'middleName': 'Gilliam',  'lastName': 'Campbell',  'companyName': 'Nitracyr',  'suffix': 'Jr.',  'primaryEmail': '[email protected]',  'primaryPhone': 8545163066,  'secondaryEmail': '[email protected]',  'secondaryPhone': 9135892729,  'title': 'Ms',  'reference': 100986,  'status': 'Active',  'currency': 'NZD',  'customerReference': {    'reference1': 'some string 1',    'reference2': 'some string 2',    'reference3': 'some string 3',    'salesTrackingCodes': [      {        'type': 'Sales Tracking Code 1',        'code': 'Alpha'      }    ]  },  'customerAcquisition': {    'adContent': null,    'campaign': null,    'keyword': null,    'landingPage': null,    'medium': null,    'source': null  },  'parentId': 12000749,  'quickBooksLatchType': 'Enabled',  'quickBooksId': 12345,  'hubSpotId': 12345,  'id': 1524982}}";
//Setup API key
string apiKey = "Your Api Key Here";
//Configure URI
WebRequest request = WebRequest.Create("HTTPS://stg-secure.fusebill.com/v1/customers");
//Add Content type
request.ContentType = "application/json";
//Add Api key authorization
request.Headers.Add(HttpRequestHeader.Authorization, "Basic "+apiKey);
//Set request method
request.Method = "PUT";
//Add the json data to request
using (var streamWriter = new StreamWriter(request.GetRequestStream()))
{
  streamWriter.Write(jsonData);
  streamWriter.Flush();
  streamWriter.Close();
}
//Perform the request
var httpResponse = (HttpWebResponse)request.GetResponse();
//Record the response from our request
var result = "";
using (var streamReader = new StreamReader(httpResponse.GetResponseStream()))
{
  result = streamReader.ReadToEnd();
}

Sample Response

{
    "firstName": "Alex",
    "middleName": "A",
    "lastName": "Dokes",
    "companyName": null,
    "suffix": null,
    "primaryEmail": "[email protected]",
    "primaryPhone": "613.729.2698",
    "secondaryEmail": null,
    "secondaryPhone": null,
    "title": "Mr",
    "reference": null,
    "status": "Active",
    "customerAccountStatus": "Good",
    "currency": "USD",
    "customerReference": {
        "reference1": null,
        "reference2": null,
        "reference3": null,
        "salesTrackingCodes": [
            {
                "type": "Sales Tracking Code 1",
                "code": "testdata",
                "name": "Test Data",
                "id": 3982,
                "uri": "https://secure.fusebill.com/v1/SalesTrackingCodes/3982"
            }
        ],
        "id": 144085,
        "uri": "https://secure.fusebill.com/v1/customers/144085"
    },
    "customerAcquisition": {
        "adContent": null,
        "campaign": null,
        "keyword": null,
        "landingPage": null,
        "medium": null,
        "source": null,
        "id": 144085,
        "uri": "https://secure.fusebill.com/v1/customers/144085"
    },
    "monthlyRecurringRevenue": 1500,
    "netMonthlyRecurringRevenue": 1500,
    "salesforceId": null,
    "salesforceAccountType": null,
    "salesforceSynchStatus": "Enabled",
    "netsuiteId": null,
    "netsuiteCustomerType": "",
    "portalUserName": null,
    "parentId": null,
    "id": 144085,
    "uri": "https://secure.fusebill.com/v1/customers/144085"
}

📘
GET/PUT pattern
For most PUT endpoints in the API the best practice is to use a GET first and modify the results. Any editable field that is not provided in a PUT request will be interpreted as a null value. This means that if customer lastName were being edited but firstName was not provided, the firstName will be removed in the PUT