Customers

customers_api = client.customers

Class Name

CustomersApi

Methods

List Customers
Create Customer
Search Customers
Delete Customer
Retrieve Customer
Update Customer
Create Customer Card
Delete Customer Card
Remove Group From Customer
Add Group to Customer

List Customers

Lists customer profiles associated with a Square account.

Under normal operating conditions, newly created or updated customer profiles become available for the listing operation in well under 30 seconds. Occasionally, propagation of the new or updated profiles can take closer to one minute or longer, especially during network incidents and outages.

def list_customers(cursor: nil,
                   sort_field: nil,
                   sort_order: nil)

Parameters

Parameter	Type	Tags	Description
`cursor`	`String`	Query, Optional	A pagination cursor returned by a previous call to this endpoint. Provide this cursor to retrieve the next set of results for your original query. For more information, see Pagination.
`sort_field`	`String (Customer Sort Field)`	Query, Optional	Indicates how customers should be sorted. Default: `DEFAULT`.
`sort_order`	`String (Sort Order)`	Query, Optional	Indicates whether customers should be sorted in ascending (`ASC`) or descending (`DESC`) order. Default: `ASC`.

Response Type

List Customers Response Hash

Example Usage

cursor = 'cursor6'
sort_field = 'DEFAULT'
sort_order = 'DESC'

result = customers_api.list_customers(cursor: cursor, sort_field: sort_field, sort_order: sort_order)

if result.success?
  puts result.data
elsif result.error?
  warn result.errors
end

Create Customer

Creates a new customer for a business, which can have associated cards on file.

You must provide at least one of the following values in your request to this endpoint:

given_name
family_name
company_name
email_address
phone_number

def create_customer(body:)

Parameters

Parameter	Type	Tags	Description
`body`	`Create Customer Request Hash`	Body, Required	An object containing the fields to POST for the request. See the corresponding object definition for field details.

Response Type

Create Customer Response Hash

Example Usage

body = {}
body[:idempotency_key] = 'idempotency_key2'
body[:given_name] = 'Amelia'
body[:family_name] = 'Earhart'
body[:company_name] = 'company_name2'
body[:nickname] = 'nickname2'
body[:email_address] = 'Amelia.Earhart@example.com'
body[:address] = {}
body[:address][:address_line_1] = '500 Electric Ave'
body[:address][:address_line_2] = 'Suite 600'
body[:address][:address_line_3] = 'address_line_38'
body[:address][:locality] = 'New York'
body[:address][:sublocality] = 'sublocality2'
body[:address][:administrative_district_level_1] = 'NY'
body[:address][:postal_code] = '10003'
body[:address][:country] = 'US'
body[:phone_number] = '1-212-555-4240'
body[:reference_id] = 'YOUR_REFERENCE_ID'
body[:note] = 'a customer'

result = customers_api.create_customer(body: body)

if result.success?
  puts result.data
elsif result.error?
  warn result.errors
end

Search Customers

Searches the customer profiles associated with a Square account using a supported query filter.

Calling SearchCustomers without any explicit query filter returns all customer profiles ordered alphabetically based on given_name and family_name.

Under normal operating conditions, newly created or updated customer profiles become available for the search operation in well under 30 seconds. Occasionally, propagation of the new or updated profiles can take closer to one minute or longer, especially during network incidents and outages.

def search_customers(body:)

Parameters

Parameter	Type	Tags	Description
`body`	`Search Customers Request Hash`	Body, Required	An object containing the fields to POST for the request. See the corresponding object definition for field details.

Response Type

Search Customers Response Hash

Example Usage

body = {}
body[:cursor] = 'cursor0'
body[:limit] = 2
body[:query] = {}
body[:query][:filter] = {}
body[:query][:filter][:creation_source] = {}
body[:query][:filter][:creation_source][:values] = ['THIRD_PARTY']
body[:query][:filter][:creation_source][:rule] = 'INCLUDE'
body[:query][:filter][:created_at] = {}
body[:query][:filter][:created_at][:start_at] = '2018-01-01T00:00:00-00:00'
body[:query][:filter][:created_at][:end_at] = '2018-02-01T00:00:00-00:00'
body[:query][:filter][:updated_at] = {}
body[:query][:filter][:updated_at][:start_at] = 'start_at4'
body[:query][:filter][:updated_at][:end_at] = 'end_at8'
body[:query][:filter][:email_address] = {}
body[:query][:filter][:email_address][:exact] = 'exact0'
body[:query][:filter][:email_address][:fuzzy] = 'example.com'
body[:query][:filter][:phone_number] = {}
body[:query][:filter][:phone_number][:exact] = 'exact0'
body[:query][:filter][:phone_number][:fuzzy] = 'fuzzy6'
body[:query][:filter][:group_ids] = {}
body[:query][:filter][:group_ids][:all] = ['545AXB44B4XXWMVQ4W8SBT3HHF']
body[:query][:filter][:group_ids][:any] = ['any0', 'any1', 'any2']
body[:query][:filter][:group_ids][:none] = ['none5', 'none6']
body[:query][:sort] = {}
body[:query][:sort][:field] = 'CREATED_AT'
body[:query][:sort][:order] = 'ASC'

result = customers_api.search_customers(body: body)

if result.success?
  puts result.data
elsif result.error?
  warn result.errors
end

Delete Customer

Deletes a customer profile from a business, including any linked cards on file.

As a best practice, you should include the version field in the request to enable optimistic concurrency control. The value must be set to the current version of the customer profile.

To delete a customer profile that was created by merging existing profiles, you must use the ID of the newly created profile.

def delete_customer(customer_id:,
                    version: nil)

Parameters

Parameter	Type	Tags	Description
`customer_id`	`String`	Template, Required	The ID of the customer to delete.
`version`	`Long`	Query, Optional	The current version of the customer profile. As a best practice, you should include this parameter to enable optimistic concurrency control. For more information, see Delete a customer profile.

Response Type

Delete Customer Response Hash

Example Usage

customer_id = 'customer_id8'
version = 172

result = customers_api.delete_customer(customer_id: customer_id, version: version)

if result.success?
  puts result.data
elsif result.error?
  warn result.errors
end

Retrieve Customer

Returns details for a single customer.

def retrieve_customer(customer_id:)

Parameters

Parameter	Type	Tags	Description
`customer_id`	`String`	Template, Required	The ID of the customer to retrieve.

Response Type

Retrieve Customer Response Hash

Example Usage

customer_id = 'customer_id8'

result = customers_api.retrieve_customer(customer_id: customer_id)

if result.success?
  puts result.data
elsif result.error?
  warn result.errors
end

Update Customer

Updates a customer profile. To change an attribute, specify the new value. To remove an attribute, specify the value as an empty string or empty object.

As a best practice, you should include the version field in the request to enable optimistic concurrency control. The value must be set to the current version of the customer profile.

To update a customer profile that was created by merging existing profiles, you must use the ID of the newly created profile.

You cannot use this endpoint to change cards on file. To change a card on file, call DeleteCustomerCard to delete the existing card and then call CreateCustomerCard to create a new card.

def update_customer(customer_id:,
                    body:)

Parameters

Parameter	Type	Tags	Description
`customer_id`	`String`	Template, Required	The ID of the customer to update.
`body`	`Update Customer Request Hash`	Body, Required	An object containing the fields to POST for the request. See the corresponding object definition for field details.

Response Type

Update Customer Response Hash

Example Usage

customer_id = 'customer_id8'
body = {}
body[:given_name] = 'given_name8'
body[:family_name] = 'family_name0'
body[:company_name] = 'company_name2'
body[:nickname] = 'nickname2'
body[:email_address] = 'New.Amelia.Earhart@example.com'
body[:phone_number] = ''
body[:note] = 'updated customer note'
body[:version] = 2

result = customers_api.update_customer(customer_id: customer_id, body: body)

if result.success?
  puts result.data
elsif result.error?
  warn result.errors
end

Create Customer Card

Adds a card on file to an existing customer.

As with charges, calls to CreateCustomerCard are idempotent. Multiple calls with the same card nonce return the same card record that was created with the provided nonce during the first call.

def create_customer_card(customer_id:,
                         body:)

Parameters

Parameter	Type	Tags	Description
`customer_id`	`String`	Template, Required	The Square ID of the customer profile the card is linked to.
`body`	`Create Customer Card Request Hash`	Body, Required	An object containing the fields to POST for the request. See the corresponding object definition for field details.

Response Type

Create Customer Card Response Hash

Example Usage

customer_id = 'customer_id8'
body = {}
body[:card_nonce] = 'YOUR_CARD_NONCE'
body[:billing_address] = {}
body[:billing_address][:address_line_1] = '500 Electric Ave'
body[:billing_address][:address_line_2] = 'Suite 600'
body[:billing_address][:address_line_3] = 'address_line_38'
body[:billing_address][:locality] = 'New York'
body[:billing_address][:sublocality] = 'sublocality2'
body[:billing_address][:administrative_district_level_1] = 'NY'
body[:billing_address][:postal_code] = '10003'
body[:billing_address][:country] = 'US'
body[:cardholder_name] = 'Amelia Earhart'
body[:verification_token] = 'verification_token0'

result = customers_api.create_customer_card(customer_id: customer_id, body: body)

if result.success?
  puts result.data
elsif result.error?
  warn result.errors
end

Delete Customer Card

Removes a card on file from a customer.

def delete_customer_card(customer_id:,
                         card_id:)

Parameters

Parameter	Type	Tags	Description
`customer_id`	`String`	Template, Required	The ID of the customer that the card on file belongs to.
`card_id`	`String`	Template, Required	The ID of the card on file to delete.

Response Type

Delete Customer Card Response Hash

Example Usage

customer_id = 'customer_id8'
card_id = 'card_id4'

result = customers_api.delete_customer_card(customer_id: customer_id, card_id: card_id)

if result.success?
  puts result.data
elsif result.error?
  warn result.errors
end

Remove Group From Customer

Removes a group membership from a customer.

The customer is identified by the customer_id value and the customer group is identified by the group_id value.

def remove_group_from_customer(customer_id:,
                               group_id:)

Parameters

Parameter	Type	Tags	Description
`customer_id`	`String`	Template, Required	The ID of the customer to remove from the group.
`group_id`	`String`	Template, Required	The ID of the customer group to remove the customer from.

Response Type

Remove Group From Customer Response Hash

Example Usage

customer_id = 'customer_id8'
group_id = 'group_id0'

result = customers_api.remove_group_from_customer(customer_id: customer_id, group_id: group_id)

if result.success?
  puts result.data
elsif result.error?
  warn result.errors
end

Add Group to Customer

Adds a group membership to a customer.

The customer is identified by the customer_id value and the customer group is identified by the group_id value.

def add_group_to_customer(customer_id:,
                          group_id:)

Parameters

Parameter	Type	Tags	Description
`customer_id`	`String`	Template, Required	The ID of the customer to add to a group.
`group_id`	`String`	Template, Required	The ID of the customer group to add the customer to.

Response Type

Add Group to Customer Response Hash

Example Usage

customer_id = 'customer_id8'
group_id = 'group_id0'

result = customers_api.add_group_to_customer(customer_id: customer_id, group_id: group_id)

if result.success?
  puts result.data
elsif result.error?
  warn result.errors
end

Files

customers.md

Latest commit

History

customers.md

File metadata and controls

Customers

Class Name

Methods

List Customers

Parameters

Response Type

Example Usage

Create Customer

Parameters

Response Type

Example Usage

Search Customers

Parameters

Response Type

Example Usage

Delete Customer

Parameters

Response Type

Example Usage

Retrieve Customer

Parameters

Response Type

Example Usage

Update Customer

Parameters

Response Type

Example Usage

Create Customer Card

Parameters

Response Type

Example Usage

Delete Customer Card

Parameters

Response Type

Example Usage

Remove Group From Customer

Parameters

Response Type

Example Usage

Add Group to Customer

Parameters

Response Type

Example Usage