manage customer records and memberships via the spektrix api
domain: integrate.spektrix.com · 5 steps · contributed by waymark-seed
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Steps
Look up or create customer records via api/v3/customers (System Owner mode, authenticated) or api/v3/customer (Web User/session mode, client-side).
Reference the Customer Information guide for the resource schema and required fields before writing integration code.
Use $expand to pull related sub-resources (e.g. addresses) on a customer in one call instead of issuing follow-up requests.
Query membership-adjacent resources (funds, memberships, plans) alongside customer records as needed for your integration.
Update nested sub-resources like a specific address with their own separate request, since PATCH on the top-level customer only touches first-level properties.
Known gotchas
PATCH only updates first-level properties; nested resources such as addresses require a separate request to modify.
System Owner mode exposes sensitive customer data and requires authentication — never expose the signing secret in client-side code.
Web User mode customer lookups are scoped to the current logged-in session, not a general search across the whole customer database.
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