CRM accounts

Owned by Anna Bocharova
Last updated: Jun 28, 2022
1 min read

CRM Accounts are companies or individuals who buy or sell goods to the company using Razor. Customers include customers and vendors.

CRM accounts can have multiple addresses of the below types:

  • Bill to - used for the billing purposes

  • Ship to - used to ship orders from/to the CRM account

  • Primary - the default address of the CRM account

  • Other - auxiliary addresses of the CRM account

Each of the address types having at least 1 address should have 1 address flagged as Main which will be used by default.

CRM accounts can have multiple Contacts representing the contact persons of the CRM account. There should be at least 1 contact to be used by default. It will be marked as Main.

You can retrieve the information on the CRM accounts, create/update them using endpoints of the Customer API.

To create customer, the id should be 0 or not provided, them minimally required properties of the model are

{ "name": "string" }

  • To update customer, the id is existent id, properties are which you want to update.

Also provide these flags to make a CRM account a Customer or/and a Vendor.

{ "isVendor": "boolean" "isCustomer": "boolean" }