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PATCH
/
customers
/
{id}
Partial update customer
curl --request PATCH \
  --url https://api.piriod.com/customers/{id}/ \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json' \
  --header 'x-simple-workspace: <x-simple-workspace>' \
  --data '
{
  "name": "<string>",
  "address": "<string>",
  "country": "<string>",
  "state": 123,
  "currency": "<string>",
  "email": "jsmith@example.com",
  "phone": "<string>",
  "website": "<string>",
  "zip_code": "<string>",
  "manager": "<string>",
  "reference": "<string>",
  "tax_id": "<string>",
  "tax_settings": {},
  "metadata": {},
  "send_invoices": true,
  "send_collections": true,
  "send_vouchers": true
}
'
{
  "name": "<string>",
  "address": "<string>",
  "country": {
    "id": "CL",
    "name": "Chile",
    "code": "+56",
    "has_regulation": true,
    "currencies": [
      "CLP"
    ]
  },
  "state": {
    "id": 123,
    "name": "<string>",
    "country": "CL"
  },
  "id": "cus_01H8XYZ123ABC",
  "currency": "CLP",
  "email": "jsmith@example.com",
  "phone": "<string>",
  "website": "<string>",
  "zip_code": "<string>",
  "manager": "<string>",
  "reference": "<string>",
  "tax_id": "<string>",
  "tax_settings": {},
  "metadata": {},
  "send_invoices": true,
  "send_collections": true,
  "send_vouchers": true,
  "status": "active",
  "contacts": [
    {
      "name": "<string>",
      "email": "jsmith@example.com",
      "id": "con_01H8XYZ123ABC",
      "customer": "<string>",
      "orgunit": "<string>",
      "phone": "<string>",
      "invoicing": true,
      "collections": true,
      "created": "2023-11-07T05:31:56Z",
      "updated": "2023-11-07T05:31:56Z"
    }
  ],
  "sources": [
    "<string>"
  ],
  "aggregations": {
    "sales": 123,
    "sales_current_period": 123,
    "balance": 123
  },
  "test_mode": true,
  "created": "2023-11-07T05:31:56Z",
  "updated": "2023-11-07T05:31:56Z"
}

Documentation Index

Fetch the complete documentation index at: https://piriod-d406ac55.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

Authorizations

Authorization
string
header
required

Use header Authorization: Token <api_token>. API tokens are obtained from the Piriod dashboard.

Headers

x-simple-workspace
string
required

Workspace (account) identifier. Required for every request.

x-piriod-test-mode
boolean
default:false

Whether to operate against test-mode data. Defaults to false.

Path Parameters

id
string
required

Resource identifier.

Body

application/json
name
string
required
Maximum string length: 100
address
string
required
Maximum string length: 64
country
string
required

Country ID (e.g. CL, MX, CO).

state
integer
required

State ID. Must belong to the chosen country.

currency
string

ISO currency code. Defaults from the country if omitted.

email
string<email> | null
phone
string | null
Maximum string length: 16
website
string<uri> | null
zip_code
string | null
Maximum string length: 16
manager
string | null
Maximum string length: 64
reference
string | null
Maximum string length: 64
tax_id
string | null
Maximum string length: 32
tax_settings
object
metadata
object
send_invoices
boolean
default:true
send_collections
boolean
default:true
send_vouchers
boolean
default:true

Response

Updated customer.

name
string
required
Maximum string length: 100
address
string
required
Maximum string length: 64
country
object
required
state
object
required
id
string
read-only
Example:

"cus_01H8XYZ123ABC"

currency
string

ISO currency code (e.g. CLP, USD).

Example:

"CLP"

email
string<email> | null
phone
string | null
Maximum string length: 16
website
string<uri> | null
zip_code
string | null
Maximum string length: 16
manager
string | null

Account manager name (free text).

Maximum string length: 64
reference
string | null

External reference for the customer.

Maximum string length: 64
tax_id
string | null

Tax identifier. Required when the customer's country has tax regulation (e.g. Chile RUT, Mexico RFC, Colombia NIT) and matches the account's country.

Maximum string length: 32
tax_settings
object

Country-specific tax configuration. Schema and required keys depend on the tax agency of the customer's country.

metadata
object

Arbitrary key/value metadata. Filterable via ?metadata__key=value.

send_invoices
boolean
default:true

Whether to email invoices to the customer.

send_collections
boolean
default:true

Whether to email collection reminders to the customer.

send_vouchers
boolean
default:true

Whether to email payment receipts to the customer.

status
enum<string>
default:active
Available options:
active,
archived,
pending
contacts
object[]
read-only
sources
string[]
read-only

IDs of reusable payment sources currently chargeable or pending.

aggregations
object
test_mode
boolean
read-only
created
string<date-time>
read-only
updated
string<date-time>
read-only