SaaSFlow
DevelopersAPIReferencecustomers

Update customer

Update a customer. Only the fields you send change. Changing `defaultCategorization` affects future categorizations only; transactions already categorized keep what they have.

Authentication

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PUT
/companies/{companyId}/customers/{customerId}

Authorization

Authorization<token>

A SaaSFlow API key (format sf_…) or an OAuth bearer token. Paste only the key — the proxy adds the Bearer prefix. Create an API key in Settings → Company settings → API keys — see API keys.

In: header

Path Parameters

companyId*string
Length1 <= length
customerId*string
Length1 <= length

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

curl -X PUT "https://example.com/companies/string/customers/string" \  -H "Content-Type: application/json" \  -d '{}'
{  "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",  "companyId": "8bb73d03-06b4-47c7-80c7-59301f770eda",  "name": "string",  "defaultCategorization": {    "categoryId": "string",    "usingDateRule": {      "type": "transactionDate"    },    "plSplit": {      "revenue": 0,      "cogs": 0,      "cac": 0,      "pd": 0,      "ga": 0,      "no": 0,      "neutral": 0    },    "passThroughTax": 0,    "transferTargetAccountId": "string"  },  "domains": [    "string"  ],  "logo": true,  "autoCreatedSource": "searchApiGoogleWebSearch",  "countryCode": "string",  "createdTime": "2019-08-24T14:15:22Z",  "createdUserId": "string",  "lastUpdatedTime": "2019-08-24T14:15:22Z",  "lastUpdatedUserId": "string",  "externalIds": [    "string"  ]}

Delete customer

Delete a customer. This reaches further than it looks: their subscriptions are cascade-deleted, which changes MRR history, and any planned transaction pointing at them is unassigned. Transactions survive but lose their counterparty, and each one is flagged to stay out of auto-categorization so the deleted customer is not immediately re-matched. For a duplicate record, merge instead of deleting.

Batch delete

Delete many customers in one call. `selection` works two ways: `mode: "ids"` with an explicit list, or `mode: "filter"` with the same filter the list endpoint takes (`q`, `onlyActive`) plus `excludedIds` for the rows the user unticked. Filter mode is what "select all matching" in the UI sends, so nothing has to round-trip every id. Selections resolving to more than 10,000 customers are refused with 413 and a body giving the count and the cap. The response reports how many rows were actually affected.