saveCustomer

Create a new customer or update customer information. Function can be used for manipulating both companies and persons. Some parameters only apply to one or another.

If the created or updated customer is a natural person and your account country is subject to the General Data Protection Regulation (GDPR), Erply logs the change in the customer information processing log.

Input parameters

Parameter name Description Possible value Required
customerID  ID of a customer. If this parameter is present, then the specified customer is updated.  Integer    
*****  If creating a new company, use parameter companyName.
If creating a new person, use parameters firstName and lastName. Alternatively - if it is necessary to add data where person's name is not split into surname and given names, use parameter fullName.
One of three parameters - companyName, lastName, fullName - is required.  
   
companyName    String    
firstName    String    
lastName    String    
fullName    String    
gender  Gender: "male", "female" or empty string. For persons only.  String    
groupID  Customer group ID. Use getCustomerGroups. If not specified, customer will be assigned to the first customer group in the list.
When updating existing customer, groupID must not be set to 0. 
Integer    
code  National ID number (for persons) / Registry code (for companies).  String    
vatNumber  Customer's VAT number.  String    
email    String    
phone    String    
mobile    String    
fax    String    
skype    String    
imageContent  Customer's image content in base64. Use base64_encode($imagefile)  Image    
imageMimeType  Image mime-type, allowed types are image/gif and image/jpeg  String    
website    String    
bankName  Name of customer's bank.  String    
bankAccountNumber  Number of customer's bank account.  String    
bankIBAN  IBAN number of customer's bank account.  String    
bankSWIFT  BIC/SWIFT identifier of customer's bank account.  String    
birthday  Person's birthday (not applicable to companies).  Date (yyyy-mm-dd)    
integrationCode  Corresponding customer identifier in a system integrated with Erply (eg. accounting software)  String    
jobTitleID  Person's job title ID.  Integer    
companyID  Use to indicate that this person is a contact person / an employee in a particular company..  Integer    
customerManagerID  Customer manager (must be an employee, use getEmployees).  Integer    
invoicePayerID  Use to indicate that invoices to this customer must be addressed by default to another company.  Integer    
paymentDays  Default payment period for invoices.  Integer    
penaltyPerDay  Penalty for overdue invoices, expressed as % per day, eg. "0.5". Free text.  String    
credit  Credit limit. Use system's default currency.  Integer    
salesBlocked  Indicates that this customer is not allowed to receive invoices (up-front cash payments only).  0 or 1, by default 0    
referenceNumber  Assign a reference number - if system is configured to use hand-created customer reference numbers. By default not necessary, since reference numbers are created automatically.  String    
customerCardNumber  Assign the code of customer's loyalty/membership card. This code must match the sequence produced by card swipe.  String    
priceListID  Assign the customer a price list (see getPriceLists).  Integer    
priceListID2  Customer's price list 2.  Integer    
priceListID3  Customer's price list 3.  Integer    
euCustomerType  Customer type. Possible values are "DOMESTIC", "EU", "OUTSIDE_EU".  String    
outsideEU  DEPRECATED — euCustomerType is recommended instead. Indicate that this is a foreign customer, located outside EU.  0 or 1, by default 0    
businessAreaID  Customer's business area. Use getBusinessAreas Integer    
countryID  Country ID. Use getCountries Integer    
taxOfficeID  Tax office ID.

This is a Greece-specific field and can only be used on Greek accounts. Setting it on other accounts returns error code 1128.

To retrieve a list of tax offices, see getTaxOffices
Integer    
notes    String    
username  User name for webshop access. Before assigning user name, use API call validateCustomerUsername to verify that the user name is unique (no other customer has it yet).  String    
password  Password for webshop access.  String    
flagStatus  Whether the customer is flagged or not.  Integer (1 or 0)    
colorStatus  Color that the customer entry is marked with. Possible values: "", "yellow", "red", "blue", "green"  String    
taxExempt  Indicates this customer is a tax exempt organization  Integer (0 or 1)    
paysViaFactoring  Indicates this customer pays invoices via factoring  Integer (0 or 1)    
twitterID    String    
facebookName    String    
creditCardLastNumbers  Last 4 numbers of customer's credit card  String    
deliveryTypeID    Integer    
signUpStoreID  Location where customer was registered  Integer    
homeStoreID  Most commonly used location  Integer    
rewardPointsDisabled  Indicates that this customer does not earn new reward points.  0 or 1, by default 0    
posCouponsDisabled  Indicates that POS does not automatically print coupons to this customer.  0 or 1, by default 0    
emailOptOut  Indicates that this customer is opted-out customer.  0 or 1, by default 0    
shipGoodsWithWaybills  Indicates that for this customer, shipments should be (and may be) accompanied by a Waybill. At the end of the month, a summary Invoice can be issued for all the month's shipments and customer will pay then for all the shipments at once. (In the Sales module, there is a command "Create invoice from selected waybills"). If a customer does not have this flag, you should issue Invoice-Waybills instead, and the customer must pay for each shipment separately.
Field appears only if conf parameter enable_waybill_customers is set to 1 
Integer  0 or 1  
*****  Additional attributes associated with this item.
Attributes must be supplied as a flat list, each attribute defined by the following set of three parameters. Replace # with set number (1, 2, 3, ...). When updating an existing entry, API will only update the attributes specified in input data and leave all other existing attributes unchanged. To delete an attribute, set its value to 'null' or 'undefined'. 
*****    
attributeName#  Attribute name. Name can only contain the following symbols: A-Z, a-z, 0-9, dash and underscore.  String    
attributeType#  Attribute type, possible types are 'text', 'int' and 'double'. By default 'text'.  String    
attributeValue#  Value of the attribute. Set value to 'null' or 'undefined' to delete an attribute.
'text' attribute can be any string, maximum 255 characters.
'int' must be a signed 32-bit integer.
'double' must be a decimal number. 
String    
*****  To store strings longer than 255 characters, use "long attributes". (All accounts might not have this capability (API returns error 1006). If necessary, please ask ERPLY customer support to turn this feature on.)

As with regular attributes, send parameters longAttributeName1 and longAttributeValue1 to store an attribute, longAttributeName2 and longAttributeValue2 to store another etc. The "#" symbol below should be replaced with numbers 1, 2, 3, etc.

When updating an existing entry, API will only update the attributes specified in input data and leave all other existing attributes unchanged. To delete an attribute, set its value to 'null' or 'undefined'. 
*****    
longAttributeName#  Attribute name. Name can only contain the following symbols: A-Z, a-z, 0-9, dash and underscore.  String    
longAttributeValue#  Value of the attribute. Set value to 'null' or 'undefined' to delete an attribute.  String (65535)    

Response

Field name Type Description
customerID      
alreadyExists (0 or 1)