Customer management

Learn more about customer management APIs and their usage.

Guidelines

Below are some of the points you must be aware of while calling Swipez APIs:‌

All API responses are in JSON format.
POST requests should include ContentType: application/json
All API response have status, message, and data.
Swipez uses API keys to allow access to the API. Once you have signed up at our merchant site, you will be able to see your AccessKey and SecretKey.

Rate limiting

The API is rate limited per user. You will receive a 429 HTTP status code if you exceed the rate limit. The rate limit is 30 requests per minute per user and is subject to change.

‌

Quick Reference

URL

HTTP Verb

Functionality

/api/v1/merchant/customer/save

POST

To create customers.

/api/v1/merchant/customer/update

POST

To update created customer.

/api/v1/merchant/customer/detail

POST

To get customer details.

/api/v1/merchant/customer/getlist

POST

To get customer list.

Create customer

POST /api/v1/merchant/customer/save

This endpoint allows you to add your customers. Download customer format JSON with below steps. 1. Go to customer structure https://www.swipez.in/merchant/customer/structure 2. Click on "Download JSON" button. 3. Choose "Save Customer V1" option.

Request Body

Name

Type

Description

access_key_id

string

Your access key.

secret_access_key

string

Your secret key.

customer_code

string

Your customer unique identifier

customer_name

string

Customer name

string

Customer email id.

mobile

string

Customer mobile number.

address

string

Customer address.

city

string

Customer city.

state

string

Customer state.

zipcode

string

Customer pincode

custom_fields

array

Customer custom column value

{
    "reqtime": "2021-03-02 11:34:24",
    "resptime": "2021-03-02 11:34:25",
    "srvrsp": [
        [
            {
                "customer_id": "13059",
                "customer_code": "C000360",
                "customer_name": "Test Customer",
                "email": "user@swipez.in"
            }
        ]
    ],
    "errcode": 0,
    "errmsg": "",
    "errlist": null
}

Sample code


curl --location --request POST '<BASE URL>/api/v1/merchant/customer/save' \
--header 'Content-Type: application/json' \
--data-raw '{
	"access_key_id": "<GET ACCESS KEY ID FROM YOUR ACCOUNT>",
	"secret_access_key": "<GET SECRET ACCESS KEY FROM YOUR ACCOUNT>",
	"customer": [
		{
			"customer_code": "Cust-254",
			"customer_name": "Rohit Sharma",
			"email": "user@swipez.in",
			"mobile": "9999999999",
			"address": "Behala Manton Super Market, Room 43, Behala",
			"city": "Kolkata",
			"state": " West Bengal",
			"zipcode": "700034",
			"custom_fields": [
				{
					"id": "4839",
					"name": "Customer GSTN",
					"type": "gst",
					"value": "33BRSPP2039T1ZU"
				},
				{
					"id": "4840",
					"name": "Company Name",
					"type": "company_name",
					"value": "Swipez"
				}
			]
		}
	]
}'


$curl = curl_init();

curl_setopt_array($curl, array(
  CURLOPT_URL => '<BASE URL>/api/v1/merchant/customer/save',
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => '',
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 0,
  CURLOPT_FOLLOWLOCATION => true,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => 'POST',
  CURLOPT_POSTFIELDS =>'{
	"access_key_id": "<GET ACCESS KEY ID FROM YOUR ACCOUNT>",
	"secret_access_key": "<GET SECRET ACCESS KEY FROM YOUR ACCOUNT>",
	"customer": [
		{
			"customer_code": "Cust-254",
			"customer_name": "Rohit Sharma",
			"email": "user@swipez.in",
			"mobile": "9999999999",
			"address": "Behala Manton Super Market, Room 43, Behala",
			"city": "Kolkata",
			"state": "West Bengal",
			"zipcode": "700034",
			"custom_fields": [
				{
					"id": "4839",
					"name": "Customer GSTN",
					"type": "gst",
					"value": "33BRSPP2039T1ZU"
				}
			]
		}
	]
}',
  CURLOPT_HTTPHEADER => array(
    'Content-Type: application/json',
    'Cookie: __cfduid=d4b581ca97b6435b558bd41f9610f82b51614605091; PHPSESSID=h0md9koeohb4t9tpseem501oua'
  ),
));

$response = curl_exec($curl);

curl_close($curl);
echo $response;

Update customer

POST /api/v1/merchant/customer/update

This endpoint allows you to update your customer data. Download customer format JSON with below steps. 1. Go to customer structure https://www.swipez.in/merchant/customer/structure 2. Click on "Download JSON" button. 3. Choose "Update Customer V1" option.

Request Body

Name

Type

Description

access_key_id

string

Your access key

secret_access_key

string

Your secret key.

customer_id

integer

System generated customer id.

customer_code

string

Customer unique identifier.

customer_name

string

Customer name.

string

Customer email id.

mobile

string

Customer mobile number.

address

string

Customer address.

city

string

Customer city.

state

string

Customer state.

zipcode

string

Customer zipcode.

custom_fields

string

Customer custom column value.

{
    "reqtime": "2021-03-02 11:34:24",
    "resptime": "2021-03-02 11:34:25",
    "srvrsp": [
        [
            {
                "customer_id": "13059",
                "customer_code": "C000360",
                "customer_name": "Test Customer",
                "email": "user@swipez.in"
            }
        ]
    ],
    "errcode": 0,
    "errmsg": "",
    "errlist": null
}

Sample code


curl --location --request POST '<BASE URL>/api/v1/merchant/customer/update' \
--header 'Content-Type: application/json' \
--data-raw '{
"access_key_id": "<GET ACCESS KEY ID FROM YOUR ACCOUNT>",
"secret_access_key": "<GET SECRET ACCESS KEY FROM YOUR ACCOUNT>",
"customer": [
		{
			"customer_id": "125484",

			"customer_code": "Cust-254",
			"customer_name": "Rohit Sharma",
			"email": "user@swipez.in",
			"mobile": "9999999999",
			"address": "Behala Manton Super Market, Room 43, Behala",
			"city": "Kolkata",
			"state": " West Bengal",
			"zipcode": "700034",
			"custom_fields": [
				{
					"id": "4839",
					"name": "Customer GSTN",
					"type": "gst",
					"value": "33BRSPP2039T1ZU"
				},
				{
					"id": "4840",
					"name": "Company Name",
					"type": "company_name",
					"value": "Swipez"
				}
			]
		}
	]
}'


$curl = curl_init();

curl_setopt_array($curl, array(
  CURLOPT_URL => '<BASE URL>/api/v1/merchant/customer/update',
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => '',
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 0,
  CURLOPT_FOLLOWLOCATION => true,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => 'POST',
  CURLOPT_POSTFIELDS =>'{
	"access_key_id": "<GET ACCESS KEY ID FROM YOUR ACCOUNT>",
	"secret_access_key": "<GET SECRET ACCESS KEY FROM YOUR ACCOUNT>",
	"customer": [
		{
			"customer_id": "125484",

			"customer_code": "Cust-254",
			"customer_name": "Rohit Sharma",
			"email": "user@swipez.in",
			"mobile": "9999999999",
			"address": "Behala Manton Super Market, Room 43, Behala",
			"city": "Kolkata",
			"state": "West Bengal",
			"zipcode": "700034",
			"custom_fields": [
				{
					"id": "4839",
					"name": "Customer GSTN",
					"type": "gst",
					"value": "33BRSPP2039T1ZU"
				}
			]
		}
	]
}',
  CURLOPT_HTTPHEADER => array(
    'Content-Type: application/json',
    'Cookie: __cfduid=d4b581ca97b6435b558bd41f9610f82b51614605091; PHPSESSID=h0md9koeohb4t9tpseem501oua'
  ),
));

$response = curl_exec($curl);

curl_close($curl);
echo $response;

Customer list

POST /api/v1/merchant/customer/getlist

This endpoint allows you to get list of invoices.

Request Body

Name

Type

Description

access_key_id

string

Your access key.

secret_access_key

string

Your secret key.

searchby

string

Filter by type (customer_code, name, email, mobile, city, state, zipcode, group)

keyword

string

Filter keyword.

{
    "reqtime": "2021-03-02 10:09:15",
    "resptime": "2021-03-02 10:09:15",
    "total_records": 2,
    "srvrsp": [
        {
            "invoice_id": "R000029148",
            "invoice_number": null,
            "bill_date": "2021-03-01",
            "due_date": "2021-03-01",
            "sent_date": "2021-03-01 18:59:41",
            "customer_code": "12121",
            "customer_name": "Rohit Sharma ",
            "customer_group": "All,Cricket",
            "email": "rohit@swipez.in",
            "mobile": "9999999999",
            "address": "26/2, Herms paras, near Joggers park,Kalyani nagar",
            "city": "Mumbai",
            "state": "Maharashtra",
            "zipcode": "400214",
            "amount": "590.00",
            "paid_amount": "0.00",
            "status": "Paid offline",
            "cycle_name": "Test",
            "franchise_id": "0",
            "franchise_name": null,
            "created_by": "Test company"
        },
        {
            "invoice_id": "R000029147",
            "invoice_number": "INV655",
            "bill_date": "2021-02-15",
            "due_date": "2021-02-15",
            "sent_date": "2021-02-15 16:36:01",
            "customer_code": "C000359",
            "customer_name": "Virat Kohli",
            "customer_group": "All",
            "email": "virat@swipez.in",
            "mobile": "9999999998",
            "address": "",
            "city": "Delhi",
            "state": "Delhi",
            "zipcode": "400014",
            "amount": "826.00",
            "paid_amount": "0.00",
            "status": "Paid offline",
            "cycle_name": "Test Fee",
            "franchise_id": "0",
            "franchise_name": null,
            "created_by": "Test company"
        }
        
    ],
    "errcode": null,
    "errmsg": "",
    "errlist": null
}

Sample code

curl --location --request POST '<BASE URL>/api/v1/merchant/customer/getlist' \
--header 'Content-Type: application/json' \
--data-raw '{
	"access_key_id": "<GET ACCESS KEY ID FROM YOUR ACCOUNT>",
	"secret_access_key": "<GET SECRET ACCESS KEY FROM YOUR ACCOUNT>",
	"searchby": "state",
	"keyword": "maharashtra"
}'


$curl = curl_init();

curl_setopt_array($curl, array(
  CURLOPT_URL => '<BASE URL>/api/v1/merchant/customer/getlist',
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => '',
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 0,
  CURLOPT_FOLLOWLOCATION => true,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => 'POST',
  CURLOPT_POSTFIELDS =>'{
	"access_key_id": "<GET ACCESS KEY ID FROM YOUR ACCOUNT>",
	"secret_access_key": "<GET SECRET ACCESS KEY FROM YOUR ACCOUNT>",
	"searchby": "state",
	"keyword": "maharashtra"
}',
  CURLOPT_HTTPHEADER => array(
    'Content-Type: application/json'
  ),
));

$response = curl_exec($curl);

curl_close($curl);
echo $response;

Customer detail

POST /api/v1/merchant/customer/detail

This endpoint allows you to get detail of customer.

Request Body

Name

Type

Description

access_key_id

string

Your access key.

secret_access_key

string

Your secret key.

customer_code

string

Customer code

{
    "reqtime": "2021-03-02 10:09:15",
    "resptime": "2021-03-02 10:09:15",
    "total_records": 2,
    "srvrsp": [
        {
            "invoice_id": "R000029148",
            "invoice_number": null,
            "bill_date": "2021-03-01",
            "due_date": "2021-03-01",
            "sent_date": "2021-03-01 18:59:41",
            "customer_code": "12121",
            "customer_name": "Rohit Sharma ",
            "customer_group": "All,Cricket",
            "email": "rohit@swipez.in",
            "mobile": "9999999999",
            "address": "26/2, Herms paras, near Joggers park,Kalyani nagar",
            "city": "Mumbai",
            "state": "Maharashtra",
            "zipcode": "400214",
            "amount": "590.00",
            "paid_amount": "0.00",
            "status": "Paid offline",
            "cycle_name": "Test",
            "franchise_id": "0",
            "franchise_name": null,
            "created_by": "Test company"
        },
        {
            "invoice_id": "R000029147",
            "invoice_number": "INV655",
            "bill_date": "2021-02-15",
            "due_date": "2021-02-15",
            "sent_date": "2021-02-15 16:36:01",
            "customer_code": "C000359",
            "customer_name": "Virat Kohli",
            "customer_group": "All",
            "email": "virat@swipez.in",
            "mobile": "9999999998",
            "address": "",
            "city": "Delhi",
            "state": "Delhi",
            "zipcode": "400014",
            "amount": "826.00",
            "paid_amount": "0.00",
            "status": "Paid offline",
            "cycle_name": "Test Fee",
            "franchise_id": "0",
            "franchise_name": null,
            "created_by": "Test company"
        }
        
    ],
    "errcode": null,
    "errmsg": "",
    "errlist": null
}

Sample code

curl --location --request POST '<BASE URL>/api/v1/merchant/customer/detail' \
--header 'Content-Type: application/json' \
--data-raw '{
	"access_key_id": "<GET ACCESS KEY ID FROM YOUR ACCOUNT>",
	"secret_access_key": "<GET SECRET ACCESS KEY FROM YOUR ACCOUNT>",
	"customer_code": "cust-1"
"
}'


$curl = curl_init();

curl_setopt_array($curl, array(
  CURLOPT_URL => '<BASE URL>/api/v1/merchant/customer/detail',
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => '',
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 0,
  CURLOPT_FOLLOWLOCATION => true,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => 'POST',
  CURLOPT_POSTFIELDS =>'{
	"access_key_id": "<GET ACCESS KEY ID FROM YOUR ACCOUNT>",
	"secret_access_key": "<GET SECRET ACCESS KEY FROM YOUR ACCOUNT>",
	"customer_code": "cust-1"
}',
  CURLOPT_HTTPHEADER => array(
    'Content-Type: application/json'
  ),
));

$response = curl_exec($curl);

curl_close($curl);
echo $response;

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