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REST API: how do create the General, Billing, and Shipping tab data for a Customer?

  • 5 September 2024
  • 4 replies
  • 71 views

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For General: SOAP has GeneralPrimaryContact, GeneralAccountInfo, GeneralAccountAddress, GeneralAccountInfoPhoneType1, GeneralAdditionalAccountInfoPhone1Type, GeneralAdditionalAccountInfoExtRefNbr

For Billing: SOAP has BillingBillToInfo, BillingBillToAddress

For Shipping: SOAP has ShippingShipToInfo, ShippingShipToAddress

Where are these in REST?  Do I need to $expand something to have access?  What are the names?

Also, what the difference between a MainContact and PrimaryContact?

Best answer by jinin

Hi  @bpgraves ,

  • MainContact: The general and default contact for overall communication, representing the customer or entity at a high level.
  • PrimaryContact: A specific contact for particular purposes, which can vary by transaction type (billing, shipping, etc.).
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4 replies

jinin
Pro I
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  • Pro I
  • 680 replies
  • September 5, 2024

Hi @bpgraves ,
 

To get the contact, address, billing, and shipping details, you need to use expand. Also, use filters to specify conditions like CustomerID, CustomerName or other fields.

 

Please see the example URL provided below.

Method -GET,

Url -  .. /entity/Default/20.200.001/Customer?$expand=MainContact,MainContact/Address,ShippingContact,&$filter=MainContact/Email eq 'ap@altaace.con'


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  • Acumatica Employee
  • 29 replies
  • September 5, 2024

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  • Author
  • Semi-Pro I
  • 61 replies
  • September 5, 2024

None of the answers given refer to the names I was asking for or address any differences between MainContact and PrimaryContact.


jinin
Pro I
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  • Pro I
  • 680 replies
  • Answer
  • September 5, 2024

Hi  @bpgraves ,

  • MainContact: The general and default contact for overall communication, representing the customer or entity at a high level.
  • PrimaryContact: A specific contact for particular purposes, which can vary by transaction type (billing, shipping, etc.).

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