GET v1/customers/{id}/overview?showCustomerFinancialsInCustomerOverview={showCustomerFinancialsInCustomerOverview}

Request Information

URI Parameters

NameDescriptionTypeAdditional information
id

integer

Required

showCustomerFinancialsInCustomerOverview

boolean

Default value is True

Body Parameters

None.

Response Information

Resource Description

Common.Dto.Get.CustomerOverview
NameDescriptionTypeAdditional information
title

string

None.

firstName

string

None.

middleName

string

None.

lastName

string

None.

suffix

string

None.

primaryEmail

string

None.

primaryPhone

string

None.

secondaryEmail

string

None.

secondaryPhone

string

None.

companyName

string

None.

reference

string

None.

createdTimestamp

date

None.

status

string

None.

customerAccountStatus

string

None.

pendingCharges

decimal number

None.

arBalance

decimal number

None.

unallocatedPayments

decimal number

None.

unallocatedCredits

decimal number

None.

unallocatedOpeningBalance

decimal number

None.

currency

string

None.

daysUntilSuspension

integer

None.

daysUntilCancellation

integer

None.

customerAccountStatusTimestamp

date

None.

statusTimestamp

date

None.

lifetimeValue

decimal number

None.

monthlyRecurringRevenue

decimal number

None.

netMonthlyRecurringRevenue

decimal number

None.

nextBillingDate

date

None.

salesforceSynchStatus

string

None.

salesforceId

string

None.

quickbooksId

integer

None.

netsuiteId

string

None.

hubSpotId

integer

None.

hubSpotCompanyId

integer

None.

geotabId

string

None.

digitalRiverId

string

None.

parentId

integer

None.

parentName

string

None.

isParent

boolean

None.

unknownPaymentActivityId

integer

None.

sageIntacctId

integer

None.

avalaraId

string

None.

id

integer

None.

uri

string

None.

Response Formats

application/json, text/json

Sample:
{
  "title": "sample string 1",
  "firstName": "sample string 2",
  "middleName": "sample string 3",
  "lastName": "sample string 4",
  "suffix": "sample string 5",
  "primaryEmail": "sample string 6",
  "primaryPhone": "sample string 7",
  "secondaryEmail": "sample string 8",
  "secondaryPhone": "sample string 9",
  "companyName": "sample string 10",
  "reference": "sample string 11",
  "createdTimestamp": "2025-05-21T09:04:04.0872014+00:00",
  "status": "sample string 13",
  "customerAccountStatus": "sample string 14",
  "pendingCharges": 1.0,
  "arBalance": 1.0,
  "unallocatedPayments": 15.0,
  "unallocatedCredits": 16.0,
  "unallocatedOpeningBalance": 17.0,
  "currency": "sample string 18",
  "daysUntilSuspension": 1,
  "daysUntilCancellation": 1,
  "customerAccountStatusTimestamp": "2025-05-21T09:04:04.0872014+00:00",
  "statusTimestamp": "2025-05-21T09:04:04.0872014+00:00",
  "lifetimeValue": 21.0,
  "monthlyRecurringRevenue": 22.0,
  "netMonthlyRecurringRevenue": 23.0,
  "nextBillingDate": "2025-05-21T09:04:04.0872014+00:00",
  "salesforceSynchStatus": "sample string 24",
  "salesforceId": "sample string 25",
  "quickbooksId": 1,
  "netsuiteId": "sample string 26",
  "hubSpotId": 1,
  "hubSpotCompanyId": 1,
  "geotabId": "sample string 27",
  "digitalRiverId": "sample string 28",
  "parentId": 1,
  "parentName": "sample string 29",
  "isParent": true,
  "unknownPaymentActivityId": 1,
  "sageIntacctId": 1,
  "avalaraId": "sample string 31",
  "id": 32,
  "uri": "sample string 33"
}