Customer Administration Details

<SearchFields> - not required
- (attribute) Priority =“1” -If set to 1, fields listed in
SearchFields nodes while have priority over ID and externalID nodes
during search. This is discussed later.
<SearchField>
<Customers>
- <Customer>
- <Id> - Not required*
- <ExternalId> - Not required
*
- <Active> - Not required
This node is not required, but can be used
to activate/deactivate customers. Deactivated customers can stay attached
to quotes (old quotes), but they are not participating in search when a
user wants to attach a customer to quote. (Shipping Info page, customer
lookup and Ajax lookup actions). If this node is not present, the
customer will stay active/inactive just the way it was. If adding new
customers, and this node is not provided, it will default to “true” - so
customers will be added as “active”.
- <FirstName> - Not required*
- <LastName> - Not required
*
- <Company> - Not required*
- <CustomerType> - - Not required
*
- <Address1> - Not required*
- <Address2> - Not required
*
- <City> - Not required*
- <Province> - Not required
*
- <StateAbbrev> - Not required*
Two letter abbreviation for one of
the States defined in CPQ admin. If supplied value is not recognized as
valid two letter state abbreviation the customer will not be
created/updated and the result sent to the API caller will contain the
reason for the action failure.
- <ZipCode> - Not required
*
- <CountryAbbrev> - Not required*
Three letter country
abbreviation for one of the Countries defined in CPQ admin. If supplied
value is not recognized as valid three letter country abbreviation the
customer will not be created/updated and the result sent to the API
caller will contain the reason for the action failure.
- <TerritoryName> - Not required
*
If supplied it should contain a
name of a defined Territory in CPQ admin. If the value is not recognized
as valid Territory name the customer will not be created/updated and the
result sent to the API caller will contain the reason for the action
failure.
- <BusinessPhone> - Not required*
- <BusinessFax> - Not required
*
- <Email> - Not required*
This field should contain valid email
address. If the value is not valid email address the customer will not be
created/updated and the result sent to the API caller will contain the
reason for the action failure
- <OwnerID> - Not required
*
- <OwnerUserName> - Not required*
- <CRMAccountId> - Not required
*
- <CRMContactId> - Not required*
* What fields are required is administered in Customer Fields
Permission » Advanced Permissions for Bill To Role, Default Status and
User Type of User whose UserName is provided in API call parameters. Note
that, if you change permissions to be more restrictive, next time you
want to update existing customers, you will need to provide the data that
was not required previously, or the update will fail.
* Customer field name and label must be the same, but they can have more than one word;name:“cust field test”, label: “cust field test.”

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