Create a customer

curl --request POST \
  --url https://sandbox.thredfi.com/v1/platform/businesses/{business_id}/customers/ \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "external_id": "<string>",
  "reference_number": "<string>",
  "individual_name": "<string>",
  "company_name": "<string>",
  "email": "[email protected]",
  "mobile_phone": "<string>",
  "office_phone": "<string>",
  "address_line1": "<string>",
  "address_line2": "<string>",
  "city": "<string>",
  "state_county": "<string>",
  "postal_code": "<string>",
  "country": "<string>",
  "vat_number": "<string>",
  "tax_exempt": false,
  "status": "active",
  "transaction_tags": [
    "<unknown>"
  ],
  "notes": "<string>",
  "metadata": "<unknown>",
  "payment_terms_days": 123,
  "credit_limit_cents": 1,
  "document": {
    "file": "<string>",
    "document_type": "customer_document",
    "upload_source": "<string>",
    "metadata": "<unknown>",
    "tags": "<unknown>"
  }
}
'

{
  "type": "<string>",
  "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "external_id": "<string>",
  "reference_number": "<string>",
  "individual_name": "<string>",
  "company_name": "<string>",
  "display_name": "<string>",
  "email": "[email protected]",
  "mobile_phone": "<string>",
  "office_phone": "<string>",
  "address_line1": "<string>",
  "address_line2": "<string>",
  "city": "<string>",
  "state_county": "<string>",
  "postal_code": "<string>",
  "country": "<string>",
  "full_address": "<string>",
  "address_string": "<string>",
  "vat_number": "<string>",
  "tax_exempt": true,
  "status": "<string>",
  "is_active": true,
  "is_archived": true,
  "transaction_tags": [
    "<unknown>"
  ],
  "notes": "<string>",
  "metadata": "<unknown>",
  "payment_terms_days": 123,
  "credit_limit": 123,
  "credit_limit_cents": 123,
  "outstanding_balance": 123,
  "documents": [
    {
      "url": "<string>",
      "expires_in": 123,
      "document_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "file_name": "<string>",
      "file_size": 123,
      "mime_type": "<string>"
    }
  ],
  "created_at": "2023-11-07T05:31:56Z",
  "updated_at": "2023-11-07T05:31:56Z",
  "archived_at": "2023-11-07T05:31:56Z"
}

POST

platform

businesses

{business_id}

customers

Create a customer

curl --request POST \
  --url https://sandbox.thredfi.com/v1/platform/businesses/{business_id}/customers/ \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "external_id": "<string>",
  "reference_number": "<string>",
  "individual_name": "<string>",
  "company_name": "<string>",
  "email": "[email protected]",
  "mobile_phone": "<string>",
  "office_phone": "<string>",
  "address_line1": "<string>",
  "address_line2": "<string>",
  "city": "<string>",
  "state_county": "<string>",
  "postal_code": "<string>",
  "country": "<string>",
  "vat_number": "<string>",
  "tax_exempt": false,
  "status": "active",
  "transaction_tags": [
    "<unknown>"
  ],
  "notes": "<string>",
  "metadata": "<unknown>",
  "payment_terms_days": 123,
  "credit_limit_cents": 1,
  "document": {
    "file": "<string>",
    "document_type": "customer_document",
    "upload_source": "<string>",
    "metadata": "<unknown>",
    "tags": "<unknown>"
  }
}
'

{
  "type": "<string>",
  "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "external_id": "<string>",
  "reference_number": "<string>",
  "individual_name": "<string>",
  "company_name": "<string>",
  "display_name": "<string>",
  "email": "[email protected]",
  "mobile_phone": "<string>",
  "office_phone": "<string>",
  "address_line1": "<string>",
  "address_line2": "<string>",
  "city": "<string>",
  "state_county": "<string>",
  "postal_code": "<string>",
  "country": "<string>",
  "full_address": "<string>",
  "address_string": "<string>",
  "vat_number": "<string>",
  "tax_exempt": true,
  "status": "<string>",
  "is_active": true,
  "is_archived": true,
  "transaction_tags": [
    "<unknown>"
  ],
  "notes": "<string>",
  "metadata": "<unknown>",
  "payment_terms_days": 123,
  "credit_limit": 123,
  "credit_limit_cents": 123,
  "outstanding_balance": 123,
  "documents": [
    {
      "url": "<string>",
      "expires_in": 123,
      "document_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "file_name": "<string>",
      "file_size": 123,
      "mime_type": "<string>"
    }
  ],
  "created_at": "2023-11-07T05:31:56Z",
  "updated_at": "2023-11-07T05:31:56Z",
  "archived_at": "2023-11-07T05:31:56Z"
}

Authorizations

Authorization

string

header

required

Partner-level JWT token (unscoped). Token payload includes partner_id. Business access is validated via partner ownership. Format: Bearer <your-jwt-token>

Use this for: Multi-business operations where the business_id is specified in the URL and partner has access to multiple businesses.

Path Parameters

business_id

string<uuid>

required

Business UUID provided by Thred (unique identifier for the business)

Body

Serializer for creating new customers

external_id

string

Your unique identifier for this customer (used for idempotency)

reference_number

string

Customer reference number for invoices and statements

individual_name

string

Individual/contact person name (required if company_name not provided)

company_name

string

Registered company name (required if individual_name not provided)

string<email>

Primary email address for the customer

mobile_phone

string

Mobile phone number

office_phone

string

Office/landline phone number

address_line1

string

Street address line 1

address_line2

string

Street address line 2 (building, suite, etc.)

city

string

City or town

state_county

string

State, county, or region

postal_code

string

Postal/ZIP code

country

string

ISO 3166-1 alpha-2 country code

vat_number

string

VAT registration number (for UK: GB followed by 9 digits)

tax_exempt

boolean

default:false

Whether customer is exempt from tax/VAT

status

enum<string>

active - Active
archived - Archived
suspended - Suspended

Available options:

active,

archived,

suspended

transaction_tags

any[]

Array of tags for categorization and filtering

notes

string

Internal notes about the customer

metadata

any

Custom JSON metadata for partner-specific data

payment_terms_days

integer

Number of days for payment terms (e.g., 30 for Net 30)

credit_limit_cents

integer

Maximum credit limit in cents (e.g., 100000 for £1,000)

Required range: x >= 0

document

object

Optional document upload

Show child attributes

Response

Main customer serializer for customer API endpoints Returns customer information with comprehensive details Used for both list and detail responses

type

string

required

Type identifier (always 'CustomerData')

string<uuid>

required

Unique identifier for the customer

external_id

string

required

Your unique identifier for this customer (used for idempotency)

reference_number

string

required

Customer reference number for invoices and statements

individual_name

string

required

Individual/contact person name (required if company_name not provided)

company_name

string

required

Registered company name (required if individual_name not provided)

display_name

string

required

Display name for the customer (auto-generated from company_name or individual_name)

string<email>

required

Primary email address for the customer

mobile_phone

string

required

Mobile phone number

office_phone

string

required

Office/landline phone number

address_line1

string

required

Street address line 1

address_line2

string

required

Street address line 2 (building, suite, etc.)

city

string

required

City or town

state_county

string

required

State, county, or region

postal_code

string

required

Postal/ZIP code

country

string

required

ISO 3166-1 alpha-2 country code

full_address

string

required

Complete formatted address with all fields

address_string

string

required

Single-line formatted address

vat_number

string

required

VAT registration number (for UK: GB followed by 9 digits)

tax_exempt

boolean

required

Whether customer is exempt from tax/VAT

status

string

required

Customer status (ACTIVE or ARCHIVED)

is_active

boolean

required

Whether the customer is active (read-only)

is_archived

boolean

required

Whether the customer is archived (read-only)

transaction_tags

any[]

required

Array of tags for categorization and filtering

notes

string

required

Internal notes about the customer

metadata

any

required

Custom JSON metadata for partner-specific data

payment_terms_days

integer

required

Number of days for payment terms (e.g., 30 for Net 30)

credit_limit

integer

required

Maximum credit limit in cents (e.g., 100000 for £1,000)

credit_limit_cents

integer

required

Maximum credit limit in cents (e.g., 100000 for £1,000)

outstanding_balance

integer

required

Current outstanding balance in cents (read-only, computed)

documents

object[]

required

All documents linked to this customer with presigned URLs (retrieve only, not in list)

Show child attributes

created_at

string<date-time>

required

Date and time when the customer was created

updated_at

string<date-time>

required

Date and time when the customer was last updated

archived_at

string<date-time>

required

Date and time when the customer was archived (null if active)

List customers Get a customer

⌘I

Managing Businesses

Importing Business Activity

Financial Reports

Create a customer

Authorizations

Path Parameters

Body

Response