Authentication, MFA and resource-scope restrictions still apply.
POST /v1/customer/excelDownload customers as Excel
Required permissions
can_view_customers
Authentication, MFA and resource-scope restrictions still apply.
POST /v1/customer/listList customers
Required permissions
can_view_customers
Depending on the action, filters or requested resource. These permissions are not all required for every request:
can_view_customers
Authentication, MFA and resource-scope restrictions still apply.
PUT /v1/customerCreate a new customer
Required permissions
can_add_customers
Authentication, MFA and resource-scope restrictions still apply.
PATCH /v1/customerUpdate a customer
Required permissions
can_edit_customers
Authentication, MFA and resource-scope restrictions still apply.
DELETE /v1/customerDelete a customer
Required permissions
can_delete_customers
Authentication, MFA and resource-scope restrictions still apply.
POST /v1/customer/filtersGet customer filter options
Required permissions
can_view_customers
Depending on the action, filters or requested resource. These permissions are not all required for every request:
can_view_customers
Authentication, MFA and resource-scope restrictions still apply.
POST /v1/customer/bulkApply one action to many customers
Required permissions
The exact permissions for this operation are not yet confirmed in this reference. Confirm the role requirements with Lexoh; this does not mean access is public.
Authentication, MFA and resource/company-scope restrictions still apply. Additional rules may depend on your installed version.
POST /v1/customers/{id}/workspaceRetrieve customer relationship workspace
Required permissions
The exact permissions for this operation are not yet confirmed in this reference. Confirm the role requirements with Lexoh; this does not mean access is public.
Authentication, MFA and resource/company-scope restrictions still apply. Additional rules may depend on your installed version.
POST /v1/customer/note/commandMutate a customer note
Required permissions
The exact permissions for this operation are not yet confirmed in this reference. Confirm the role requirements with Lexoh; this does not mean access is public.
Authentication, MFA and resource/company-scope restrictions still apply. Additional rules may depend on your installed version.
PUT /v1/customers/{id}/documentsUpload a customer document
Required permissions
The exact permissions for this operation are not yet confirmed in this reference. Confirm the role requirements with Lexoh; this does not mean access is public.
Authentication, MFA and resource/company-scope restrictions still apply. Additional rules may depend on your installed version.
GET /v1/customers/{id}/documents/{param}/downloadDownload a customer document
Required permissions
The exact permissions for this operation are not yet confirmed in this reference. Confirm the role requirements with Lexoh; this does not mean access is public.
Authentication, MFA and resource/company-scope restrictions still apply. Additional rules may depend on your installed version.
DELETE /v1/customers/{id}/documents/{param}Delete a customer document
Required permissions
The exact permissions for this operation are not yet confirmed in this reference. Confirm the role requirements with Lexoh; this does not mean access is public.
Authentication, MFA and resource/company-scope restrictions still apply. Additional rules may depend on your installed version.
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