CRM CareCloud API Reference Customers

Customers

CRM CareCloud is about 360 view on a Customer and all relationships of the Customer. Resource Customers is used for managing this basic entity, which contains personal and all additional related information about the Customer.

Available methods

Available methods for resource customers.

HTTP method	Endpoint	Description
[badge-green POST]	/customers	Add a new customer account
[badge-blue GET ]	/customers	Get a list of all customers
[badge-blue GET ]	/customers/{customer_id}	Get information about a specific customer
[badge-grey PUT]	/customers/{customer_id}	Update the information about a customer

Available methods with sub-resources

All available methods for sub-resources of resource customer.

HTTP method	Endpoint	Description
[badge-blue GET]	/customers/{customer_id}/purchases	Get a list of all purchases of a customer
[badge-blue GET]	/customers/{customer_id}/points	Get a list of all point records of a customer
[badge-blue GET ]	/customers/{customer_id}/credits	Get a list of all credit records of a customer
[badge-blue GET]	/customers/{customer_id}/vouchers	Get a list of all vouchers of a customer
[badge-blue GET]	/customers/{customer_id}/rewards	Get a list of all rewards of a customer
[badge-blue GET]	/customers/{customer_id}/cards	Get a list of all cards of a customer
[badge-blue GET]	/customers/{customer_id}/segment-records	Get a list of all segments to which a customer belongs
[badge-blue GET]	/customers/{customer_id}/status-records	Get a list of all status records of the customer
[badge-blue GET]	/customers/{customer_id}/recommendation-records	Get a list of all recommendations to a customer
[badge-blue GET]	/customers/{customer_id}/customer-source-records	Get a list of all customer source records
[badge-blue GET]	/customers/{customer_id}/property-records	Get a list of all customer's property records
[badge-green POST]	/customers/{customer_id}/property-records	Add a new customer property record
[badge-grey PUT]	/customers/{customer_id}/property-records/{property_id}	Update a customer property record
[badge-red DELETE]	/customers/{customer_id}/property-records/{property_id}	Delete a customer property record
[badge-blue GET]	/customers/{customer_id}/interest-records/	Get a list of customer interest records
[badge-green POST]	/customers/{customer_id}/interest-records/	Create a customer interest record
[badge-grey PUT]	/customers/{customer_id}/interest-records/{interest_record_id}	Update a customer interest record
[badge-red DELETE]	/customers/{customer_id}/interest-records/{interest_record_id}	Delete a customer interest record

Actions

Action methods for resource customers.

HTTP method	Endpoint	Description
[badge-green POST]	/customers/actions/verify-credentials	Customer credentials verification
[badge-green POST]	/customers/actions/verify-social-network-credentials	Customer Social network credentials verification
[badge-blue GET]	/customers/actions/search-customers	Search all customers matching for parameters
[badge-green POST]	/customers/actions/verify-auth-token	Verifies authentication token and returns the unique id of the customer (available in Enterprise interface access only)

Action methods are available only in Enterprise interface.

Create a new customer

Add a new customer account in CRM CareCloud
[badge-green POST] /customers

Request

Parameter name	Type	Description	Mandatory (Yes/No)
customer	Customer	Basic information about a customer	Yes
customer_source	CustomerSourceRecord	Customer source	Yes
password	string	Password of the customer. Password must satisfy the following criteria and contain: At least one number (Example: 1 2 3); At least one uppercase letter (Example: A B C); Minimum lenght of password is 8 characters; Password is not part of a common password list (Example: abc123, password, 12345)	No
autologin	boolean	If true, password is required and customer is logged in. Otherwise password is optional	Yes
social_network_credentials	SocialNetworkCredentials	Customer Social network credentials	No

Response

Status code: 201 Created
Output structure : object

Parameter name	Type	Description
customer_id	string	The unique id for the customer

Example request

POST <projectURL>/rest-api/customer-interface/v1.0/customers
Content-Type: application/json
Accept-Language: cs, en-gb;q=0.8
Authorization: Basic PEF1dGhvcml6YXRpb24gc3RyaW5nICB3aXRoIHRva2VuIGlkPg==

{
    "customer": {
        "personal_information": {
            "gender": 2,
            "first_name": "John",
            "last_name": "Smith",
            "email": "happy_customer@crmcarecloud.com",
            "language_id": "en",
            "store_id": "88dab5c7c6034ba59f886f4a",
            "birthdate": "1991-03-27",
            "phone": "420170134844",
            "address": {
                "address1": "Old Town Square",
                "address2": "34",
                "address3": "34",
                "zip": "11000",
                "city": "Prague 1",
                "country_code": "cz"
            },
            "agreement": {
                "agreement_gtc": 1,
                "agreement_profiling": 1,
                "agreement_marketing_communication": 1
            }
        }
    },
    "customer_source": {
        "customer_source_id": "8bd253a89059008f1d44aa",
        "name": "mobile application"
    },
    "autologin": false
}

Example response

HTTP/1.1 201 Created
Date: Mon, 22 Jul 2019 11:51:36 GMT
Content-Type: application/json; charset=utf-8

{
    "data":{
        "customer_id":"8bababca29337fcfc92eaad8ab"
    }
}

Get all customers

[badge-blue GET] /customers
Get a list of all customer accounts

Query string

Parameter name	Type	Description	Mandatory (Yes/No)
count	integer	The number of records to return. Default value is 100.	No
offset	integer	The number of records from a collection to skip. Default value is 0.	No
sort_field	string	One of the query string parameters for sorting. Response is sorted by the specified field.	No
sort_direction	string	Direction of sorting the response list. Possible values are: ASC / DESC	No
email	string	Search customers by email.	No
phone	string	Search phone number of the customer with international prefix (420000000)	No
customer_source_id	string	Search by customer account source.	No
first_name	string	Search by cutomer first name	No
last_name	string	Search by customer last name	No
birthdate	string	Search customers by birthdate. Possible values are: YYYY-MM-DD / DD.MM.YYYY	No

Response

Status code: 200 OK
Output structure : object

Parameter name	Type	Description
customers	Customer[ ]	Array of customers
total_items	integer	Count of all found customers

Example request

GET http:<projectURL>/rest-api/customer-interface/v1.0/customers
Content-Type: application/json
Accept-Language: cs, en-gb;q=0.8
Authorization: Basic PEF1dGhvcml6YXRpb24gc3RyaW5nICB3aXRoIHRva2VuIGlkPg==

Example response

HTTP/1.1 200 OK
Date: Mon, 22 Jul 2019 11:54:39 GMT
Content-Type: application/json; charset=utf-8

{
    "data": {
        "customers": [
            {
                "customer_id": "8ea6abece4cd0a4ded0a29f093",
                "personal_information": {
                    "gender": 1,
                    "first_name": "John",
                    "last_name": "Smith",
                    "birthdate": "985-02-12",
                    "email": "happy_customer@crmcarecloud.com",
                    "phone": "420523828931",
                    "language_id": "en",
                    "store_id": "8bed991c68a4",
                    "address": {
                        "address1": "Old Town Square",
                        "address2": "34",
                        "address3": "",
                        "address4": "",
                        "address5": "",
                        "address6": "",
                        "address7": "",
                        "zip": "11000",
                        "city": "Prague 1",
                        "country_code": "cz"
                    },
                    "agreement": {
                        "agreement_gtc": 1,
                        "agreement_profiling": 1,
                        "agreement_marketing_communication": 1,
                        "custom_agreements": [
                            {
                                "agreement_id": "custom_agreement_id",
                                "agreement_value": 2
                            }
                        ]
                    }
                },
                "last_change": "2019-06-23 11:47:22",
                "state": 1
            }
        ],
        "total_items": 1
    }
}

Get information about a customer

Get information about a specific customer account
[badge-blue GET] /customers/{customer_id}

Path parameters

Parameter name	Type	Description	Mandatory (Yes/No)
customer_id	string	The unique id for the customer	Yes

Response

Status code: 200 OK
Output structure : Customer

Example request

GET http:<projectURL>/rest-api/customer-interface/v1.0/customers/83a2efb32defb80a487ff
Content-Type: application/json
Accept-Language: cs, en-gb;q=0.8
Authorization: Basic PEF1dGhvcml6YXRpb24gc3RyaW5nICB3aXRoIHRva2VuIGlkPg==

Example response

HTTP/1.1 200 OK
Date: Mon, 22 Jul 2019 11:54:39 GMT
Content-Type: application/json; charset=utf-8

{
   "data":{
                "customer_id": "8ea6abece4cd0a4ded0a29f093",
                "personal_information": {
                    "gender": 1,
                    "first_name": "John",
                    "last_name": "Smith",
                    "birthdate": "985-02-12",
                    "email": "happy_customer@crmcarecloud.com",
                    "phone": "420523828931",
                    "language_id": "en",
                    "store_id": "8bed991c68a4",
                    "address": {
                        "address1": "Old Town Square",
                        "address2": "34",
                        "address3": "",
                        "address4": "",
                        "address5": "",
                        "address6": "",
                        "address7": "",
                        "zip": "11000",
                        "city": "Prague 1",
                        "country_code": "cz"
                    },
                    "agreement": {
                        "agreement_gtc": 1,
                        "agreement_profiling": 1,
                        "agreement_marketing_communication": 1,
                        "custom_agreements": [
                            {
                                "agreement_id": "custom_agreement_id",
                                "agreement_value": 2
                            }
                        ]
                    }
                },
                "last_change": "2019-06-23 11:47:22",
                "state": 1
            }
}

Update a customer

Update the information on a specific customer account
[badge-grey PUT] /customers

Path parameters

Parameter name	Type	Description	Mandatory (Yes/No)
customer_id	string	The unique id for the customer	Yes

Request

Parameter name	Type	Description	Mandatory (Yes/No)
customer	Customer	Basic information about the customer	Yes
password	string	Password of customer	No
social_network_credentials	SocialNetworkCredentials	Customer Social network credentials	No

Response

Status code: 204 No Content

Example request

PUT http:<projectURL>/rest-api/customer-interface/v1.0/customers/83a2efb32defb80a487ff
Content-Type: application/json
Accept-Language: cs, en-gb;q=0.8
Authorization: Basic PEF1dGhvcml6YXRpb24gc3RyaW5nICB3aXRoIHRva2VuIGlkPg==

{
    "personal_information": {
        "gender": 1,
        "first_name": "John",
        "last_name": "Smith",
        "birthdate": "985-02-12",
        "email": "happy_customer@crmcarecloud.com",
        "phone": "420523828931",
        "language_id": "en",
        "store_id": "8bed991c68a4",
        "address": {
            "address1": "Old Town Square",
            "address2": "34",
            "address3": "",
            "address4": "",
            "address5": "",
            "address6": "",
            "address7": "",
            "zip": "11000",
            "city": "Prague 1",
            "country_code": "cz"
        },
        "agreement": {
            "agreement_gtc": 1,
            "agreement_profiling": 1,
            "agreement_marketing_communication": 1,
            "custom_agreements": [
                {
                    "agreement_id": "custom_agreement_id",
                    "agreement_value": 2
                }
            ]
        }
    },
  "social_network_credentials": {
    "social_network_id": "twitter",
    "social_network_token": "38e123j1jedu12d1jnjqwd"
  },
  "autologin": false,
  "password": "fbsdfbkjebf$2,4d4fnb#,ds4@fnm,2dsf6sa"
}

Example response

HTTP/1.1 204 No Content
Date: Mon, 22 Jul 2019 12:13:31 GMT
Content-Type: application/json; charset=utf-8

Customer credentials verification

Verification of a Customer account credentials
[badge-green POST] /customers/actions/verify-credentials

Action method for verification credentials is available only in Enterprise interface.

Request

Parameter name	Type	Description	Mandatory (Yes/No)
login_type	string	The unique id of the login type (available: card, email)	Yes
login_value	string	Value of the login for customer interface API	Yes
password	string	Password of the Customer	Yes

Response

Status code: 200 OK
Output structure : object

Parameter name	Type	Description
customer_id	string	The unique id of the customer

Response

Status code: 200 OK

Example of request body

{
  "login_type": "email",
  "login_value": "happy_customer@cortex.cz",
  "password": "password123_is_not_a_good_idea"
}

Example of response body

{
    "data":{
      "customer_id": "09359095c5da43c7a78e11e710eabce49418715a6a",
    }
}

Social network credentials verification

Verification of a Customer account Social network credentials
[badge-green POST] /customers/actions/verify-social-network-credentials

Action method for verification credentials is available only in Enterprise interface.

Request

Parameter name	Type	Description	Mandatory (Yes/No)
social_network_credentials	SocialNetworkCredentials	Credentials for the specific Social network	Yes

Response

Status code: 200 OK
Output structure : object

Parameter name	Type	Description
customer_id	string	The unique id for a logged in customer

Example of request body

{
  "social_network_id": "facebook",
  "social_network_token": "a78e11e774f7f610ea"
}

Example of response body

{
    "data":{
        "customer_id":"09359095c5da43c7a78e11e710eabce49418715a6a"
    }
}

Search customers

Search all customers matching for parameters
[badge-green GET] /customers/actions/search-customers

Action method for search customers is available only in Enterprise interface.

Query parameters

Parameter name	Type	Description	Mandatory (Yes/No)
first_name	string	First name of the customer	No
last_name	string	Last name of the customer	No
birthdate	string	Customer's date of birth (YYYY-MM-DD)	No
card_number	string	Card number	No
mode	string	Mode of search results. Possible values are: strict - return only 100% matching results, default mode	No

Strict mode makes all path parameters as required. For succesful result you have to set all parameters.

Response

Status code: 200 OK
Output structure : object

Parameter name	Type	Description
customer_search_results	CustomerSearchResult	Result of the search

Example request

GET https://<projectURL>/rest-api/enterprise-interface/v1.0/customers/actions/search-customers?card_number=2001990000016&first_name=Jakub&last_name=B&birthdate=1984-11-06&mode=strict
Content-Type: application/json
Accept-Language: cs, en-gb;q=0.8
Authorization: Basic ZW50ZXJwcmlzZV9pbnRlcmZhY2U6ODEwTU0MTEyNWY1Y2UzNDg5zU2YTE3MDI3MGYyYzUxMGM4MTM5MWJlZDM2ZjU2ODc4MDM0N2MyZjFmNzU4Ng==

Example response

HTTP/1.1 200 OK
Date: Wed, 21 Apr 2021 13:51:37 GMT
Content-Type: application/json; charset=utf-8

{
  "data": {
    "strict": [
      {
        "customer_id": "80c4d97a7136d98a90badb5128",
        "match": 100
      }
    ]
  }
}

Verify auth token

Method verifies authentication token created by a specified application. There is the unique id of the customer as a response.
[badge-green POST] /customers/actions/verify-auth-token

Action method is available only in Enterprise interface.

Request

Parameter name	Type	Description	Mandatory (Yes/No)
application_id	string	Id of the application. Application is the source of the token	Yes
token	string	Authentication token	Yes
token_request_id	string	The parameter specifies the request that caused the token to be created. If two customers generated an authentication token at the same time and in the same application, the token_request_id parameter represents additional verification to identify the correct token	Yes

Response

Status code: 200 OK
Output structure : object

Parameter name	Type	Description
customer_id	string	The unique id of the logged in customer

Example of request body

{
  "application_id": "self_order_kiosk",
  "token": "a78e11e774f7f",
  "token_request_id": "e11e7a7f7f610ea8e11e774",
}

Example of response body

{
    "data":{
        "customer_id":"09359095c5da43c7a78e11e710eabce49418715a6a"
    }
}

CRM CareCloud REST API

Customers

Available methods

Available methods with sub-resources

Actions

Create a new customer

Request

Response

Example request

Example response

Get all customers

Query string

Response

Example request

Example response

Get information about a customer

Path parameters

Response

Example request

Example response

Update a customer

Path parameters

Request

Response

Example request

Example response

Customer credentials verification

Request

Response

Response

Example of request body

Example of response body

Social network credentials verification

Request

Response

Example of request body

Example of response body

Search customers

Query parameters

Response

Example request

Example response

Verify auth token

Request

Response

Example of request body

Example of response body