Gather Business Insights (BI) by analyzing one or more Customer Accounts.
Use this API to search Customer Accounts based on filters such as the Customer status, name, and contact details. The API returns a queryId that can be used to query the search status and retrieve the results.
Note The search is limited to the Business Account associated with the request access token and its Child Business Accounts.
POST /v1/search/customer-accounts
Authorization: Bearer <access_token>
fromCreatedAt
string (date), format: yyyy-MM-dd
Date the Customer Account was created in RocketKOR. This filter will return Customer Accounts created on or after this date.
toCreatedAt
string (date), format: yyyy-MM-dd
Date the Customer Account was created in RocketKOR. This filter will return Customer Accounts created on or before this date.
customerAccountStatus
string enum, values: ACTIVE, SUSPENDED, DELETED
Customer Account status. The following values are supported:
customerAccountType REQUIRED
string enum, values: INDIVIDUAL, BUSINESS
Type of Customer Account.
firstName
string, min length: 1, max length: 40
Customer’s first name. For Business Customer Accounts, the search will include all contacts associated with the Customer Account.
middleName
string, min length: 1, max length: 40
Customer’s middle name. For Business Customer Accounts, the search will include all contacts associated with the Customer Account.
lastName
string, min length: 1, max length: 40
Customer’s last name. For Business Customer Accounts, the search will include all contacts associated with the Customer Account.
customerDoingAsBusinessName
string, min length: 1, max length: 40
This filter is available for Business Customer Accounts.
Business operating name. Used by the business in marketing and day-to-day activities.
string (email), max length: 320
Customer’s email address.
phoneNumber
string
Customer’s phone number. For Business Customer Accounts, the search will include all contacts associated with the Customer Account.
The phone number can be entered in any of the following formats:
The phone number will be converted to E.164 format (example: +14151234).
addressLine1
string, min length: 1, max length: 50
Customer’s address line 1. This filter will search all of the Customer’s addresses (shipping, billing, etc.).
addressLine2
string, min length: 1, max length: 50
Customer’s address line 2. This filter will search all of the Customer’s addresses (shipping, billing, etc.).
addressLine3
string, min length: 1, max length: 50
Customer’s address line 3. This filter will search all of the Customer’s addresses (shipping, billing, etc.).
city
string
Customer’s city. This filter will search all of the Customer’s addresses (shipping, billing, etc.).
state
string
Customer’s state, province, or territory. Must be an ISO 3166-2 uppercase alpha 2-character or 3-character country subdivision code. For example, Missouri is MO. This filter will search all of the Customer’s addresses (shipping, billing, etc.).
postalCode
string
Customer’s zip code or postal code. This filter will search all of the Customer’s addresses (shipping, billing, etc.).
country
string, min length: 3, max length: 3
Customer’s country code. Must be an ISO 3166-1 uppercase alpha 3-character country code. For example, the United States is USA and Canada is CAN. This filter will search all of the Customer’s addresses (shipping, billing, etc.).
prefix
string, min length: 1, max length: 40
This filter is available for Individual Customer Accounts. Title before the Customer’s name (example: Dr.).
suffix
string, min length: 1, max length: 40
This filter is available for Individual Customer Accounts. Title following the Customer’s name (example: PhD).
gender
string
This filter is available for Individual Customer Accounts. Customer’s gender.
sex
string enum, values: MALE, FEMALE
This filter is available for Individual Customer Accounts. Customer’s birth sex.
resultFormat
string enum, values: CSV, JSON
Type of file used to store the search results.
Returns a queryId. Use this queryId to query the search status and retrieve the search results.
queryId
string (UUID)
ID representing the search results.
SAMPLE REQUEST
{
"fromCreatedAt": "2023-01-01",
"toCreatedAt": "2023-01-31",
"customerAccountStatus": [
"ACTIVE"
],
"customerAccountType": "INDIVIDUAL",
"firstName": "Sarah",
"middleName": "Jane",
"lastName": "Green",
"doingAsBusinessName": "",
"email": "sgreen@abc.com",
"phoneNumber": "+15556589",
"addressLine1": "400 Richmond St",
"addressLine2": "Suite 500",
"addressLine3": "",
"city": "New York",
"state": "NY",
"postalCode": "10001",
"country": "USA",
"prefix": "Ms",
"suffix": "",
"gender": "",
"sex": "FEMALE",
"resultFormat": "CSV"
}
SAMPLE RESPONSE
{
"queryId": "88fe3238-8b6c-4de7-a77a-05fe43541d56"
}
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