Customer - Contact preferences

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caine
Posts: 27
Joined: Thu Nov 18, 2021 2:22 pm

Customer - Contact preferences

Post by caine » Thu Aug 21, 2025 2:50 am

On the website we can select if a customer is the "Contact For" Quote, Job, Invoice, Statement. And an additional checkbox for the Primary Contact next to each of these fields.

Looking through the customer and contact endpoints and we don't seem to be able to set or read any of these fields?
SimproAPITeam
Posts: 831
Joined: Wed May 01, 2024 2:31 am

Re: Customer - Contact preferences

Post by SimproAPITeam » Sun Aug 24, 2025 10:52 pm

Hi caine.
These fields should be available in the contacts endpoint under customers.

Code: Select all

/api/v1.0/companies/{companyID}/customers/{customerID}/contacts/{contactID}
See more information here:
https://developer.simprogroup.com/apido ... 0748f30713

It will give you the contact and primary contact options as booleans.

Regards
Simpro API Team | Simpro Software Group
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