BI Search Customers

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.

Endpoint

POST /v1/search/customer-accounts

Authorization Header

Authorization: Bearer <access_token>

Request Body

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:

  • ACTIVE  Customer Account is active.
  • SUSPENDED  Customer Account is inactive.
  • DELETED  Customer Account has been deleted.

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.

email

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:

  • [+][country code][phone number including area code] (example: +14151234)
  • [country code][phone number including area code] (example: 14151234)
  • [phone number including area code] (example: 4151234)

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

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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