Create, search, and update customer records in RFMS ERP via API with built-in duplicate detection

domain: api2docs.rfms.online · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Authenticate and open a session (Begin Session with Store Queue + API Token)
  2. Call Find Customers to search existing records before creating a new one, to leverage duplicate detection
  3. Call Create Customer to add a new record if no match is found
  4. Call Get Customer using the unique Customer ID to retrieve full detail
  5. Call the update/edit customer method to patch fields on an existing record

Known gotchas

Related routes

Create a new customer record via the CRO Developer API
docs.crosoftware.net · 5 steps · unrated
Detect newly created or modified customer records via the Gingr API for CRM sync
api-docs.gingrapp.com · 5 steps · unrated
Create and update customer records through the Booqable API
developers.booqable.com · 5 steps · unrated

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