Get Client API

Get Client API

Description

Get details for a specific client 

Security

Logged in user has client API permissions

URL

Parameters        

  1. clientId: [Required, part of URL] client to retrieve

Response

ClientDto

FieldTypeDescription
idIntegerThe client ID
code
String
The client code
clientDetailsLink
Link
URL for the client details
dateOfBirth
DateTime (optional)
The client date of birth (if present)
active
Boolean
True if the client is active
contactName
String
The client contact name
physicalAddress
String
The client physical address
postalAddress
String
The client postal address
workEmailAddress
String
The client work email address
homeEmailAddress
String
The client home email address
workPhone
String
The client work phone
homePhone
String
The client home phone
mobilePhone
String
The client mobile phone
companyNumber
String
The client company number
driversLicenceNumber
String
The client company number
withholdingTaxRate
Number
The client withholding tax rate
bankAccount
String
The client bank account
numberOfAccounts
IntegerThe number of client accounts
branchId
IntegerIdentifier of the branch
directPhone
String
Direct phone number
genderId
Integer
Identifier of the gender
homeFax
String
Home fax number
notes
String
Notes on the client
occupationId
Integer
Identifier of the occupation
taxNumber
String
Taxation authority number
workFax
String
Work fax number
nextReviewDate
DateTime
The client credit next review date
lastReviewDate
DateTime
The client credit last review date
creditCode
String
The client credit code
secondaryCode
String
The client secondary code
tags
List
The client tags

Example

Notes

{                                                                                                                                         
"nextReviewDate": "2024-07-18T00:57:47.688Z",
"lastReviewDate": "2024-07-18T00:57:47.688Z",
"creditCode": "string",
"secondaryCode": "string",
"tags": [
      {
      "value": "string",
      "category": "string",
      "code": "string",
      "description": "string",
      "id": 0
      }
],
"dateOfBirth": "2024-07-18T00:57:47.688Z",
"contactName": "string",
"physicalAddress": "string",
"postalAddress": "string",
"workEmailAddress": "string",
"homeEmailAddress": "string",
"workPhone": "string",
"homePhone": "string",
"mobilePhone": "string",
"companyNumber": "string",
"driversLicenceNumber": "string",
"withholdingTaxRate": 0,
"bankAccount": "string",
"numberOfAccounts": 0,
"branchId": 0,
"directPhone": "string",
"genderId": 0,
"homeFax": "string",
"notes": "string",
"occupationId": 0,
"taxNumber": "string",
"workFax": "string",
"id": 0,
"code": "string",
"active": true,
"clientDetailsLink": {
      "description": "string",
      "url": "string"
      }

Error Codes

HTTP Status CodeType
200OK (Success)
400Bad Request (request format error)
401Unauthorised (not Authenticated)
403Forbidden (invalid Authorisation)
404
Client not found
503Service Unavailable (due to maintenance)

Online Documentation



    • Related Articles

    • Get All Clients API

      Description Get a list of all clients in the system Security Logged in user has client API permissions URL GET http://exampleserver.com/api/v6/clients?clientCode={clientCode}&clientName={clientName}&activeOnly={false}&groupCode={groupCode} Parameters ...
    • Get Account Transactions API

      Description Retrieve the transactions for an account Security Logged in user has account API permissions URL GET ...
    • Get Account Details API

      Description Retrieve the system specific details for an account Security Logged in user has account API permissions URL GET http://exampleserver.com/api/{system}/{accountId}?calculationDate=date Parameters system: [Required, part of URL] One of (case ...
    • Search Accounts API

      Description Search for accounts matching criteria Security Logged in user has account API permissions URL GET http://exampleserver.com/api/accounts?code={code}&activeOnly={false}&clientId={clientId}&system={system}&openOnly={false} Parameters code: ...
    • Create Client API

      Description Add a new client Security Logged in user has client API permissions URL POST http://example.com/api/clients/createClient Parameters TBC Response Create Client Request Field Type Description code String The client code name String The ...