/api/v1/clients: get: tags: - clients summary: 'List clients' description: | When retrieving a list of clients you can also chain query parameters in order to filter the dataset that is returned. For example, you can send a request to the following URL to retrieve clients that have a balance greater than 1000:\ ``` /api/v1/clients?balance=gt:1000 ``` You can also sort the results by adding a sort parameter. The following example will sort the results by the client name in descending order:\ ``` /api/v1/clients?sort=name|desc ``` You can also combine multiple filters together. The following example will return clients that have a balance greater than 1000 and are not deleted and have a name that starts with "Bob":\ ``` /api/v1/clients?balance=gt:1000&name=Bob* ``` If you wish to retrieve child relations, you can also combine the query parameter `?include=` with a comma separated list of relationships:\ ``` /api/v1/clients?include=activities,ledger,system_logs' ``` The per_page and page variables allow pagination of the list of clients. The following example will return the second page of clients with 15 clients per page:\ ``` /api/v1/clients?per_page=15&page=2 ``` The default per_page value is 20. operationId: getClients parameters: - $ref: '#/components/parameters/X-API-TOKEN' - $ref: '#/components/parameters/X-Requested-With' - $ref: '#/components/parameters/client_include' - $ref: '#/components/parameters/index' - $ref: "#/components/parameters/status" - $ref: "#/components/parameters/created_at" - $ref: "#/components/parameters/updated_at" - $ref: "#/components/parameters/is_deleted" - $ref: "#/components/parameters/filter_deleted_clients" - $ref: "#/components/parameters/vendor_id" - name: name in: query description: Filter by client name required: false schema: type: string example: bob - name: balance in: query description: Filter by client balance, format uses an operator and value separated by a colon. lt,lte, gt, gte, eq required: false schema: type: string example: lt:10 - name: between_balance in: query description: Filter between client balances, format uses two values separated by a colon required: false schema: type: string example: 10:100 - name: email in: query description: Filter by client email required: false schema: type: string example: bob@gmail.com - name: id_number in: query description: Filter by client id_number required: false schema: type: string example: a1039883 - name: number in: query description: Filter by client number required: false schema: type: string example: a1039883 - name: filter in: query description: Filters clients on columns - name, id_number, contact.first_name contact.last_name, contact.email, custom_value1-4 required: false schema: type: string example: a1039883 - name: sort in: query description: Returns the list sorted by column in ascending or descending order. required: false schema: type: string example: id|desc name|desc balance|asc responses: 200: description: 'A list of clients' headers: X-MINIMUM-CLIENT-VERSION: $ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION' X-RateLimit-Remaining: $ref: '#/components/headers/X-RateLimit-Remaining' X-RateLimit-Limit: $ref: '#/components/headers/X-RateLimit-Limit' content: application/json: schema: type: object properties: data: type: array items: $ref: '#/components/schemas/Client' example: $ref: '#/components/schemas/Client' meta: type: object $ref: '#/components/schemas/Meta' example: $ref: '#/components/schemas/Meta' 401: $ref: '#/components/responses/401' 403: $ref: '#/components/responses/403' 422: $ref: '#/components/responses/422' 429: $ref: '#/components/responses/429' default: $ref: '#/components/responses/default' post: tags: - clients summary: 'Create client' description: | Adds a client to a company When creating (or updating) a client you must include the child contacts with all mutating requests. Client contacts cannot be modified in isolation. operationId: storeClient parameters: - $ref: '#/components/parameters/X-API-TOKEN' - $ref: '#/components/parameters/X-Requested-With' - $ref: '#/components/parameters/client_include' requestBody: description: Client object that needs to be added to the company required: true content: application/json: schema: $ref: '#/components/schemas/ClientRequest' responses: 200: description: 'Returns the saved client object' headers: X-MINIMUM-CLIENT-VERSION: $ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION' X-RateLimit-Remaining: $ref: '#/components/headers/X-RateLimit-Remaining' X-RateLimit-Limit: $ref: '#/components/headers/X-RateLimit-Limit' content: application/json: schema: $ref: '#/components/schemas/Client' 401: $ref: '#/components/responses/401' 403: $ref: '#/components/responses/403' 422: $ref: '#/components/responses/422' 429: $ref: '#/components/responses/429' default: $ref: '#/components/responses/default' '/api/v1/clients/{id}': get: tags: - clients summary: 'Show client' description: 'Displays a client by id' operationId: showClient parameters: - $ref: '#/components/parameters/X-API-TOKEN' - $ref: '#/components/parameters/X-Requested-With' - $ref: '#/components/parameters/client_include' - name: id in: path description: 'The Client Hashed ID' required: true schema: type: string format: string example: D2J234DFA responses: 200: description: 'Returns the client object' headers: X-MINIMUM-CLIENT-VERSION: $ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION' X-RateLimit-Remaining: $ref: '#/components/headers/X-RateLimit-Remaining' X-RateLimit-Limit: $ref: '#/components/headers/X-RateLimit-Limit' content: application/json: schema: $ref: '#/components/schemas/Client' 401: $ref: '#/components/responses/401' 403: $ref: '#/components/responses/403' 422: $ref: '#/components/responses/422' 429: $ref: '#/components/responses/429' default: $ref: '#/components/responses/default' put: tags: - clients summary: 'Update client' description: 'Handles the updating of a client by id' operationId: updateClient parameters: - $ref: '#/components/parameters/X-API-TOKEN' - $ref: '#/components/parameters/X-Requested-With' - $ref: '#/components/parameters/client_include' - name: id in: path description: 'The Client Hashed ID' required: true schema: type: string format: string example: D2J234DFA requestBody: description: Client object that needs to be updated required: true content: application/json: schema: $ref: '#/components/schemas/ClientRequest' responses: 200: description: 'Returns the client object' headers: X-MINIMUM-CLIENT-VERSION: $ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION' X-RateLimit-Remaining: $ref: '#/components/headers/X-RateLimit-Remaining' X-RateLimit-Limit: $ref: '#/components/headers/X-RateLimit-Limit' content: application/json: schema: $ref: '#/components/schemas/Client' 401: $ref: '#/components/responses/401' 403: $ref: '#/components/responses/403' 422: $ref: '#/components/responses/422' 429: $ref: '#/components/responses/429' default: $ref: '#/components/responses/default' delete: tags: - clients summary: 'Delete client' description: 'Handles the deletion of a client by id' operationId: deleteClient parameters: - $ref: '#/components/parameters/X-API-TOKEN' - $ref: '#/components/parameters/X-Requested-With' - $ref: '#/components/parameters/client_include' - name: id in: path description: 'The Client Hashed ID' required: true schema: type: string format: string example: D2J234DFA responses: 200: description: 'Returns a HTTP status' headers: X-MINIMUM-CLIENT-VERSION: $ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION' X-RateLimit-Remaining: $ref: '#/components/headers/X-RateLimit-Remaining' X-RateLimit-Limit: $ref: '#/components/headers/X-RateLimit-Limit' 401: $ref: '#/components/responses/401' 403: $ref: '#/components/responses/403' 422: $ref: '#/components/responses/422' 429: $ref: '#/components/responses/429' default: $ref: '#/components/responses/default' '/api/v1/clients/{id}/edit': get: tags: - clients summary: 'Edit Client' description: 'Displays a client by id, essentially an alias of the show route' operationId: editClient parameters: - $ref: '#/components/parameters/X-API-TOKEN' - $ref: '#/components/parameters/X-Requested-With' - $ref: '#/components/parameters/include' - name: id in: path description: 'The Client Hashed ID' required: true schema: type: string format: string example: D2J234DFA responses: 200: description: 'Returns the client object' headers: X-MINIMUM-CLIENT-VERSION: $ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION' X-RateLimit-Remaining: $ref: '#/components/headers/X-RateLimit-Remaining' X-RateLimit-Limit: $ref: '#/components/headers/X-RateLimit-Limit' content: application/json: schema: $ref: '#/components/schemas/Client' 401: $ref: '#/components/responses/401' 403: $ref: '#/components/responses/403' 422: $ref: '#/components/responses/422' 429: $ref: '#/components/responses/429' default: $ref: '#/components/responses/default' /api/v1/clients/create: get: tags: - clients summary: 'Blank Client' description: 'Returns a blank object with default values' operationId: getClientsCreate parameters: - $ref: '#/components/parameters/X-API-TOKEN' - $ref: '#/components/parameters/X-Requested-With' - $ref: '#/components/parameters/client_include' responses: 200: description: 'A blank client object' headers: X-MINIMUM-CLIENT-VERSION: $ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION' X-RateLimit-Remaining: $ref: '#/components/headers/X-RateLimit-Remaining' X-RateLimit-Limit: $ref: '#/components/headers/X-RateLimit-Limit' content: application/json: schema: $ref: '#/components/schemas/Client' 401: $ref: '#/components/responses/401' 403: $ref: '#/components/responses/403' 422: $ref: '#/components/responses/422' 429: $ref: '#/components/responses/429' default: $ref: '#/components/responses/default' /api/v1/clients/bulk: post: tags: - clients summary: 'Bulk client actions' description: 'Archive / Restore / Delete in bulk' operationId: bulkClients parameters: - $ref: '#/components/parameters/X-API-TOKEN' - $ref: '#/components/parameters/X-Requested-With' - $ref: '#/components/parameters/index' requestBody: description: 'Bulk action array' required: true content: application/json: schema: $ref: '#/components/schemas/GenericBulkAction' responses: 200: description: 'The Client listresponse' headers: X-MINIMUM-CLIENT-VERSION: $ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION' X-RateLimit-Remaining: $ref: '#/components/headers/X-RateLimit-Remaining' X-RateLimit-Limit: $ref: '#/components/headers/X-RateLimit-Limit' content: application/json: schema: $ref: '#/components/schemas/Client' 401: $ref: '#/components/responses/401' 403: $ref: '#/components/responses/403' 422: $ref: '#/components/responses/422' 429: $ref: '#/components/responses/429' default: $ref: '#/components/responses/default' '/api/v1/clients/{id}/upload': post: tags: - clients summary: 'Add client document' description: 'Handles the uploading of a document to a client, please note due to a quirk in REST you will need to use a _method parameter with value of POST' operationId: uploadClient parameters: - $ref: '#/components/parameters/X-API-TOKEN' - $ref: '#/components/parameters/X-Requested-With' - $ref: '#/components/parameters/client_include' - name: id in: path description: 'The Client Hashed ID' required: true schema: type: string format: string example: D2J234DFA requestBody: required: true content: multipart/form-data: schema: type: object properties: _method: type: string example: POST documents: type: array items: format: binary responses: 200: description: 'Returns the client object' headers: X-MINIMUM-CLIENT-VERSION: $ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION' X-RateLimit-Remaining: $ref: '#/components/headers/X-RateLimit-Remaining' X-RateLimit-Limit: $ref: '#/components/headers/X-RateLimit-Limit' content: application/json: schema: $ref: '#/components/schemas/Client' 401: $ref: '#/components/responses/401' 403: $ref: '#/components/responses/403' 422: $ref: '#/components/responses/422' 429: $ref: '#/components/responses/429' default: $ref: '#/components/responses/default' '/api/v1/clients/{id}/purge': post: tags: - clients summary: 'Purge client' description: | Handles purging a clients. Please note this is a destructive action. This action will remove all data associated with the client and cannot be undone. operationId: purgeClient parameters: - $ref: '#/components/parameters/X-API-TOKEN' - $ref: '#/components/parameters/X-Requested-With' - $ref: '#/components/parameters/X-API-PASSWORD' - $ref: '#/components/parameters/client_include' - name: id in: path description: 'The Client Hashed ID' required: true schema: type: string format: string example: D2J234DFA responses: 200: description: 'Returns the client object' headers: X-MINIMUM-CLIENT-VERSION: $ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION' X-RateLimit-Remaining: $ref: '#/components/headers/X-RateLimit-Remaining' X-RateLimit-Limit: $ref: '#/components/headers/X-RateLimit-Limit' 401: $ref: '#/components/responses/401' 403: $ref: '#/components/responses/403' 422: $ref: '#/components/responses/422' 429: $ref: '#/components/responses/429' default: $ref: '#/components/responses/default' '/api/v1/clients/{id}/{mergeable_client_hashed_id}/merge': post: tags: - clients summary: 'Merge client' description: | Handles merging 2 clients The id parameter is the client that will be the primary client after the merge has completed. The mergeable_client_hashed_id is the client that will be merged into the primary client, this clients records will be updated and associated with the primary client. operationId: mergeClient parameters: - $ref: '#/components/parameters/X-API-TOKEN' - $ref: '#/components/parameters/X-Requested-With' - $ref: '#/components/parameters/client_include' - $ref: '#/components/parameters/X-API-PASSWORD' - name: id in: path description: 'The Client Hashed ID' required: true schema: type: string format: string example: D2J234DFA - name: mergeable_client_hashed_id in: path description: 'The Mergeable Client Hashed ID' required: true schema: type: string format: string example: D2J234DFA responses: 200: description: 'Returns the client object' headers: X-MINIMUM-CLIENT-VERSION: $ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION' X-RateLimit-Remaining: $ref: '#/components/headers/X-RateLimit-Remaining' X-RateLimit-Limit: $ref: '#/components/headers/X-RateLimit-Limit' 401: $ref: '#/components/responses/401' 403: $ref: '#/components/responses/403' 422: $ref: '#/components/responses/422' 429: $ref: '#/components/responses/429' default: $ref: '#/components/responses/default' /api/v1/client_statement: post: tags: - clients summary: 'Client statement PDF' description: 'Return a PDF of the client statement' operationId: clientStatement parameters: - $ref: '#/components/parameters/X-API-TOKEN' - $ref: '#/components/parameters/X-Requested-With' - $ref: '#/components/parameters/include' requestBody: description: 'Statement Options' required: true content: application/json: schema: properties: start_date: description: 'The start date of the statement period - format Y-m-d' type: string end_date: description: 'The start date of the statement period - format Y-m-d' type: string client_id: description: 'The hashed ID of the client' type: string show_payments_table: description: 'Flag which determines if the payments table is shown' type: boolean show_credits_table: description: 'Flag which determines if the credits table is shown' type: boolean show_aging_table: description: 'Flag which determines if the aging table is shown' type: boolean type: object responses: 200: description: 'Returns the client object' headers: X-MINIMUM-CLIENT-VERSION: $ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION' X-RateLimit-Remaining: $ref: '#/components/headers/X-RateLimit-Remaining' X-RateLimit-Limit: $ref: '#/components/headers/X-RateLimit-Limit' content: application/json: schema: $ref: '#/components/schemas/Client' 401: $ref: '#/components/responses/401' 403: $ref: '#/components/responses/403' 422: $ref: '#/components/responses/422' 429: $ref: '#/components/responses/429' 5XX: description: 'Server error' default: $ref: '#/components/responses/default' /api/v1/reactivate_email/{bounce_id}: post: tags: - clients summary: 'Removes email suppression of a user in the system' description: 'Emails are suppressed by PostMark, when they receive a Hard bounce / Spam Complaint. This endpoint allows you to remove the suppression and send emails to the user again.' operationId: reactivateEmail parameters: - $ref: '#/components/parameters/X-API-TOKEN' - $ref: '#/components/parameters/X-Requested-With' - $ref: '#/components/parameters/include' - name: bounce_id in: path description: 'The postmark Bounce ID reference' required: true schema: type: string format: string example: 123243 responses: 200: description: 'Success' headers: X-MINIMUM-CLIENT-VERSION: $ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION' X-RateLimit-Remaining: $ref: '#/components/headers/X-RateLimit-Remaining' X-RateLimit-Limit: $ref: '#/components/headers/X-RateLimit-Limit' 400: description: 'Postmark exception - generated if the suppression cannot be removed for any reason' 401: $ref: '#/components/responses/401' 403: $ref: '#/components/responses/403' 422: $ref: '#/components/responses/422' 429: $ref: '#/components/responses/429' 5XX: description: 'Server error' default: $ref: '#/components/responses/default' /api/v1/clients/{client}/updateTaxData: post: tags: - clients summary: 'Update tax data' description: 'Updates the clients tax data - if their address has changed' operationId: updateClientTaxData parameters: - $ref: '#/components/parameters/X-API-TOKEN' - $ref: '#/components/parameters/X-Requested-With' - $ref: '#/components/parameters/include' - name: client in: path description: 'The Client Hashed ID reference' required: true schema: type: string format: string example: V2J234DFA responses: 200: description: 'Success' headers: X-MINIMUM-CLIENT-VERSION: $ref: '#/components/headers/X-MINIMUM-CLIENT-VERSION' X-RateLimit-Remaining: $ref: '#/components/headers/X-RateLimit-Remaining' X-RateLimit-Limit: $ref: '#/components/headers/X-RateLimit-Limit' 400: description: 'Postmark exception - generated if the suppression cannot be removed for any reason' 401: $ref: '#/components/responses/401' 403: $ref: '#/components/responses/403' 422: $ref: '#/components/responses/422' 429: $ref: '#/components/responses/429' 5XX: description: 'Server error' default: $ref: '#/components/responses/default'