Customer

URL: https://api.finance.visma.net/v1/customer

For information about the ERP logic behind Customers, please refer to the ERP Manual Help: Customers

Methods

GET All Customers

URL: https://api.finance.visma.net/v1/customer

Query Parameters

• lastModifiedDateTime=YYYY-MM-DD

As of today Filtering Parameters does not accept certain characters such as W-Z

These are the formats for Filtering

• 2001-01-01
• 2001-01-01 13:13:13
• 2001-01-01 13:13:13.133

Compare Operators for lastModifiedDateTimeCondition

• > - Greater than
• < - Less than
• <= - Less than or equal to
• >= - Greater than or equal to

Usage Example

This query will return customers updated on 2025-01-14 or later:

GET https://api.finance.visma.net/v1/customer?lastModifiedDateTime=2025-01-14&lastModifiedDateTimeCondition=>=

POST Customer

URL: https://api.finance.visma.net/v1/customer

This example shows the minimum fields you should send to be able to post a new Customer, if you are using automatic numbering you can omit the “number” field.

JSON Request body

{
    "number": {
        "value": "10000"
    },
    "name": {
        "value": "NewCustomer"
    },
    "overrideWithClassValues": true,
    "customerClassId": {
        "value": "1"
    },
    "mainAddress": {
        "value": {
            "addressLine1": {
                "value": "TestRoad 13"
            },
            "postalCode": {
                "value": "0101"
            },
            "countryId": {
                "value": "NO"
            }
        }
    }
}

If sent successfully, the API will return:

POST action/createDunningLetter

URL: https://api.finance.visma.net/v1/customer/{customerNumber}/action/createDunningLetter

JSON Request body

{
    "dunningLetterDate": "2025-01-21T09:39:48.538Z",
    "levelFrom": 1,
    "levelTo": 2
}

If successful the API will return a message as below:

Response body:

{
    "actionId": "2ddece9b-a89b-4f5a-a251-2cf14837bb2d",
    "actionResult": "Done"
}

PUT Customer

URL:

PUT https://api.finance.visma.net/v1/customer/{customerNumber}

When using PUT, you only send the fields you want to update. In the below example, we update the mainAddress of the customer:

URL: https://api.finance.visma.net/v1/customer/{customerNumber}

JSON Request body

{
    "mainAddress": {
        "value": {
            "addressLine1": {
                "value": "TestRoad 50"
            },
            "postalCode": {
                "value": "0101"
            },
            "countryId": {
                "value": "NO"
            }
        }
    }
}

If successful the API will return a message as below: