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Update customer type

Posted: Tue Apr 21, 2020 12:06 am
by David
Hello,

How can I update the cutomer type from company to individual?

Thanks.

Re: Update customer type

Posted: Tue Apr 21, 2020 5:49 am
by Muqeet
Hello David,

At the moment with two different endpoints for company and individual customer types, we do not have a way to change a customer from one type to another.

Re: Update customer type

Posted: Tue Mar 19, 2024 1:14 am
by aijuy
Muqeet wrote: ↑Tue Apr 21, 2020 5:49 am Hello David,

At the moment with two different endpoints for company and individual customer types, we do not have a way to change a customer from one type to another.
Hi Muqeet, kindly ask does simPro provide customer type change API now?

Re: Update customer type

Posted: Tue Mar 19, 2024 2:36 am
by Sindre
Hi aijuy,
Our API does not currently support changing type for a customer.

If you currently need to change the type of a customer you can do this through the Simpro UI.

I will also move your post to our feature request channel so we can evaluate this for future development.

Regards