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Customer operations

This topic describes how to work with RESTful operations for managing customers, organizations, and contacts, when using the Optimizely Service API for Optimizely Commerce integrations.

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Example models

public class Contact
  {
    public Guid? PrimaryKeyId { get; set; }
    public Address[] Addresses { get; set; }
    public string FirstName { get; set; }
    public string LastName { get; set; }
    public string Email { get; set; }
    public string RegistrationSource { get; set; }
 }
 
public class Address
  {
    public Guid? AddressId { get; set; }
    public DateTime? Modified { get; set; }
    public string Name { get; set; }
    public string FirstName { get; set; }
    public string LastName { get; set; }
    public string CountryName { get; set; }
    public string CountryCode { get; set; }
    public string City { get; set; }
    public string PostalCode { get; set; }
    public string Line1 { get; set; }
    public string Line2 { get; set; }
    public string RegionName { get; set; }
    public string RegionCode { get; set; }
    public string Email { get; set; }
    public bool ShippingDefault { get; set; }
    public bool BillingDefault { get; set; }
    public string DaytimePhoneNumber { get; set; }
    public string EveningPhoneNumber { get; set; }
    public string Organization { get; set; }
  }

public class Organization
  {
    public Guid PrimaryKeyId { get; set; }
    public IEnumerable<Address> Addresses { get; set; }
    public IEnumerable<Organization> ChildOrganizations { get; set; }
    public IEnumerable<Contact> Contacts { get; set; }
    public string OrganizationType { get; set; }
    public string OrgCustomerGroup { get; set; } 
  }

Contacts

Get all contacts

📘

Note

This method only retrieves the first 1000 objects. To get more objects, see Get all contacts with paging.

GETget/episerverapi/commerce/customers/contactGet all contacts

JSON response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);        
var result = client.GetAsync("/episerverapi/commerce/customers/contact").Result.Content.ReadAsStringAsync().Result

Request and response

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);
client.DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue("text/xml"));       
var result = client.GetAsync("/episerverapi/commerce/customers/contact").Result.Content.ReadAsStringAsync().Result

Response

<ArrayOfContact xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
  <Contact>
    <PrimaryKeyId>de34525b-fff5-46ce-ba40-0cb05e54df22</PrimaryKeyId>
    <Addresses />
    <FirstName>Order</FirstName>
    <LastName>Manager</LastName>
    <Email>[email protected]</Email>
  </Contact>
  <Contact>
    <PrimaryKeyId>fe28218b-4fa9-496a-900c-678004a8f39a</PrimaryKeyId>
    <Addresses />
    <FirstName>Shipping</FirstName>
    <LastName>Manager</LastName>
    <Email>[email protected]</Email>
  </Contact>
  <Contact>
    <PrimaryKeyId>165c5742-4015-431c-a567-6853c3a0edd1</PrimaryKeyId>
    <Addresses />
    <FirstName>Receiving</FirstName>
    <LastName>Manager</LastName>
    <Email>[email protected]</Email>
  </Contact>
  <Contact>
    <PrimaryKeyId>4fcb2e02-3f88-431a-a1f0-83c4b0b51e82</PrimaryKeyId>
    <Addresses />
    &lt;FirstName>[email protected]</FirstName>
    <LastName />
    <Email />
  </Contact>
  <Contact>
    <PrimaryKeyId>24813df6-eea0-4871-aa4b-e89984eaa2a3</PrimaryKeyId>
    <Addresses />
    <FirstName>Order</FirstName>
    <LastName>Supervisor</LastName>
    <Email>[email protected]</Email>
  </Contact>
</ArrayOfContact>
GETget/episerverapi/commerce/customers/contact/{startIndex}/{recordsToRetrieve}Get all contacts with paging [New in Service API 5.4]
GETget/episerverapi/commerce/customers/contact/{contactId}Get a specific contact

JSON response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);        
var result = client.GetAsync("/episerverapi/commerce/customers/contact/{contactId}").Result.Content.ReadAsStringAsync().Result

XML response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);
client.DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue("text/xml"));       
var result = client.GetAsync("/episerverapi/commerce/customers/contact/{contactId}").Result.Content.ReadAsStringAsync().Result

Response

<Contact>
  <PrimaryKeyId>de34525b-fff5-46ce-ba40-0cb05e54df22</PrimaryKeyId>
  <Addresses />
  <FirstName>Order</FirstName>
  <LastName>Manager</LastName>
  <Email>[email protected]</Email>
</Contact>

Create contact

POSTpost/episerverapi/commerce/customers/contact/{userId}Create contact

JSON response type

C# code sample

var json = JsonConvert.SerializeObject(model);
var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);        
var result = client.PostAsync("/episerverapi/commerce/customers/contact/{userId}",
  new StringContent(json, Encoding.UTF8, "application/json")).Result.Content.ReadAsStringAsync().Result

XML response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"]) 
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);
var serializer = new XmlSerializer(typeof(Contact));
var xml = String.Empty;
using (var ms = new MemoryStream())
  {
    serializer.Serialize(ms, model);
    xml = Encoding.Default.GetString(ms.ToArray());
  } 
var result = client.PostAsync("/episerverapi/commerce/customers/contact/{userId}",
  new StringContent(xml, Encoding.UTF8, "text/xml")).Result.Content.ReadAsStringAsync().Result

Response

<Contact xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
  <PrimaryKeyId>099e12f5-684c-4f34-a38b-cebfc8e41816</PrimaryKeyId>
  <Addresses>
    <Address>
      <AddressId>c0bc3105-7191-48e8-b921-3d557ebd4dd1</AddressId>
      <Modified>2017-10-02T08:49:57.107+02:00</Modified>
      <Name>Shipping address</Name>
      <FirstName>Customer</FirstName>
      <LastName>Sample</LastName>
      <CountryCode>US</CountryCode>
      <City>New York</City>
      <PostalCode>10012</PostalCode>
      <Line1>379 West Broadway</Line1>
      <Line2>Suite 248</Line2>
      <RegionName>New York</RegionName>
      <RegionCode>NY</RegionCode>
      <Email>[email protected]</Email>
      <ShippingDefault>true</ShippingDefault>
      <BillingDefault>false</BillingDefault>
      <DaytimePhoneNumber>(347) 261-7408</DaytimePhoneNumber>
      <EveningPhoneNumber>(347) 261-7408</EveningPhoneNumber>
    </Address>
    <Address>
      <AddressId>19245200-1045-44a5-afae-fd0bb86c279f</AddressId>
      <Modified>2017-10-02T08:49:57.203+02:00</Modified>
      <Name>Shipping address</Name>
      <FirstName>Customer</FirstName>
      <LastName>Sample</LastName>
      <CountryCode>US</CountryCode>
      <City>New York</City>
      <PostalCode>10012</PostalCode>
      <Line1>379 West Broadway</Line1>
      <Line2>Suite 248</Line2>
      <RegionName>New York</RegionName>
      <RegionCode>NY</RegionCode>
      <Email>[email protected]</Email>
      <ShippingDefault>true</ShippingDefault>
      <BillingDefault>false</BillingDefault>
      <DaytimePhoneNumber>(347) 261-7408</DaytimePhoneNumber>
      <EveningPhoneNumber>(347) 261-7408</EveningPhoneNumber>
    </Address>
  </Addresses>
  <FirstName>Customer</FirstName>
  <LastName>Sample</LastName>
  <Email>[email protected]</Email>
  <RegistrationSource>Geta.ServiceApi.Commerce integration tests</RegistrationSource>
</Contact>

Update contact

PUTput/episerverapi/commerce/customers/contact/{contactId}Update contact

JSON response type

C# code sample

var json = JsonConvert.SerializeObject(model);
var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);        
var result = client.PutAsync("/episerverapi/commerce/customers/contact/{contactId}",
  new StringContent(json, Encoding.UTF8, "application/json")).Result.Content.ReadAsStringAsync().Result

XML response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);
var serializer = new XmlSerializer(typeof(Contact));
var xml = String.Empty;
using (var ms = new MemoryStream())
  {
    serializer.Serialize(ms, model);
    xml = Encoding.Default.GetString(ms.ToArray());
  }     
var result = client.PutAsync("/episerverapi/commerce/customers/contact/{contactId}",
  new StringContent(xml, Encoding.UTF8, "text/xml")).Result.Content.ReadAsStringAsync().Result

Response

200 No Content

Delete contact

DELETEdelete/episerverapi/commerce/customers/contact/{contactId}Delete contact

JSON response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);        
var result = client.DeleteAsync("/episerverapi/commerce/customers/contact/{contactId}").Result.Content.ReadAsStringAsync().Result

XML response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);
client.DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue("text/xml"));   
var result = client.DeleteAsync("/episerverapi/commerce/customers/contact/{contactId}").Result.Content.ReadAsStringAsync().Result

Response

<Contact>
  <PrimaryKeyId>de34525b-fff5-46ce-ba40-0cb05e54df22</PrimaryKeyId>
  <Addresses />
  <FirstName>Order</FirstName>
  <LastName>Manager</LastName>
  <Email>[email protected]</Email>
</Contact>

Organizations

Get all organizations

GETget/episerverapi/commerce/customers/organizationGet all organizations

JSON response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);        
var result = client.GetAsync("/episerverapi/commerce/customers/organization").Result.Content.ReadAsStringAsync().Result

XML response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);
client.DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue("text/xml"));       
var result = client.GetAsync("/episerverapi/commerce/customers/organization").Result.Content.ReadAsStringAsync().Result

Response

<Organizations>
  <Organization>
    <PrimaryKeyId>9718eb2d-8839-432d-a6f7-32cf30e5f3af</PrimaryKeyId>
    <Addresses />
   <ChildOrganizations>
      <Organization>
         <PrimaryKeyId>943a4d24-8f93-4e93-bca7-f7f227a564b1</PrimaryKeyId>
         <Addresses />
         <ChildOrganizations />
         <Contacts />
         <OrganizationType>Organization Unit</OrganizationType>
         <OrgCustomerGroup>Customer</OrgCustomerGroup>
      </Organization>
   </ChildOrganizations>   
    <Contacts />
    <OrganizationType>Organization</OrganizationType>
    <OrgCustomerGroup>Partner</OrgCustomerGroup>
 </Organization>
 <Organization>
   <PrimaryKeyId>9718eb2d-8839-432d-a6f7-f7f227a564b1</PrimaryKeyId>
   <Addresses />
   <ChildOrganizations />
   <Contacts />
    <OrganizationType>Organization Unit</OrganizationType>
    <OrgCustomerGroup>Customer</OrgCustomerGroup>
 </Organization>
</Organizations>

Get a specific organization

GETget/episerverapi/commerce/customers/organization/{orgId}Get a specific organization

JSON response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);        
var result = client.GetAsync("/episerverapi/commerce/customers/organization/{orgId}").Result.Content.ReadAsStringAsync().Result

XML response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);
client.DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue("text/xml"));       
var result = client.GetAsync("/episerverapi/commerce/customers/organization/{orgId}").Result.Content.ReadAsStringAsync().Result

Response

<Organization>
    <PrimaryKeyId>9718eb2d-8839-432d-a6f7-32cf30e5f3af</PrimaryKeyId>
    <Addresses />
   <ChildOrganizations>
      <Organization>
         <PrimaryKeyId>943a4d24-8f93-4e93-bca7-f7f227a564b1</PrimaryKeyId>
         <Addresses />
         <ChildOrganizations />
         <Contacts />
         <OrganizationType>Organization Unit</OrganizationType>
         <OrgCustomerGroup>Customer</OrgCustomerGroup>
      </Organization>
   </ChildOrganizations>   
    <Contacts />
    <OrganizationType>Organization</OrganizationType>
    <OrgCustomerGroup>Partner</OrgCustomerGroup>
 </Organization>

Create an organization

POSTpost/episerverapi/commerce/customers/organizationCreate organization

JSON response type

C# code sample

var json = JsonConvert.SerializeObject(model);
var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);        
var result = client.PostAsync("/episerverapi/commerce/customers/organization",
  new StringContent(json, Encoding.UTF8, "application/json")).Result.Content.ReadAsStringAsync().Result

XML response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);
var serializer = new XmlSerializer(typeof(Organization));
var xml = String.Empty;
using (var ms = new MemoryStream())
  {
    serializer.Serialize(ms, model);
    xml = Encoding.Default.GetString(ms.ToArray());
  } 
var result = client.PostAsync("/episerverapi/commerce/customers/organization",
  new StringContent(xml, Encoding.UTF8, "text/xml")).Result.Content.ReadAsStringAsync().Result

Response

<Organization>
    <PrimaryKeyId>9718eb2d-8839-432d-a6f7-32cf30e5f3af</PrimaryKeyId>
    <Addresses />
   <ChildOrganizations>
      <Organization>
         <PrimaryKeyId>943a4d24-8f93-4e93-bca7-f7f227a564b1</PrimaryKeyId>
         <Addresses />
         <ChildOrganizations />
         <Contacts />
         <OrganizationType>Organization Unit</OrganizationType>
         <OrgCustomerGroup>Customer</OrgCustomerGroup>
      </Organization>
   </ChildOrganizations>   
    <Contacts />
    <OrganizationType>Organization</OrganizationType>
    <OrgCustomerGroup>Partner</OrgCustomerGroup>
 </Organization>

Update an organization

PUTput/episerverapi/commerce/customers/organization/{orgId}Update organization

JSON response type

C# code sample

var json = JsonConvert.SerializeObject(model);
var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);        
var result = client.PutAsync("/episerverapi/commerce/customers/organization/{orgId}",
  new StringContent(json, Encoding.UTF8, "application/json")).Result.Content.ReadAsStringAsync().Result

XML response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);
var serializer = new XmlSerializer(typeof(Organization));
var xml = String.Empty;
using (var ms = new MemoryStream())
  {
    serializer.Serialize(ms, model);
    xml = Encoding.Default.GetString(ms.ToArray());
  }     
var result = client.PutAsync("/episerverapi/commerce/customers/organization",
  new StringContent(xml, Encoding.UTF8, "text/xml")).Result.Content.ReadAsStringAsync().Result

Response

200 No Content

Delete an organization

DELETEdelete/episerverapi/commerce/customers/organization/{orgId}Delete organization

JSON response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);        
var result = client.DeleteAsync("/episerverapi/commerce/customers/organization/{orgId}").Result.Content.ReadAsStringAsync().Result

XML response type

C# code sample

var client = new HttpClient()
  {
    BaseAddress = new Uri(ConfigurationManager.AppSettings["integrationUrl"])
  };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", token.AccessToken);
client.DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue("text/xml"));   
var result = client.DeleteAsync("/episerverapi/commerce/customers/organization/{orgId}").Result.Content.ReadAsStringAsync().Result

Response

<Organization>
    <PrimaryKeyId>9718eb2d-8839-432d-a6f7-32cf30e5f3af</PrimaryKeyId>
    <Addresses />
   <ChildOrganizations>
      <Organization>
         <PrimaryKeyId>943a4d24-8f93-4e93-bca7-f7f227a564b1</PrimaryKeyId>
         <Addresses />
         <ChildOrganizations />
         <Contacts />
         <OrganizationType>Organization Unit</OrganizationType>
         <OrgCustomerGroup>Customer</OrgCustomerGroup>
      </Organization>
   </ChildOrganizations>   
    <Contacts />
    <OrganizationType>Organization</OrganizationType>
    <OrgCustomerGroup>Partner</OrgCustomerGroup>
 </Organization>

Updated about 1 year ago

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