Retrieve all Customers created within a Business Account. You can filter the results based on criteria such as Customer ID, name, and email. You can also sort the results and limit the number of results returned.
Note Customers will be retrieved for the Business Account associated with the request access token.
GET /v1/customers
Authorization: Bearer <access_token>
search
string
Perform a full-text search on the Customer’s ID, name, phone number, and email address. The following fields are included in the search.
Individual Customers
Business Customers
You can also use the following filters to limit the search results. If both full-text search and search filters are used, they will be joined using AND.
name
string
Filter results based on the Customer’s name.
primaryEmail
string
Filter results based on the Customer’s email address.
Individual Customers Includes the primaryEmail field.
Business Customers Includes the contacts.primaryEmail field for the primary contact for the Customer Account.
externalId
string
Filter results based on your organization’s external reference number for the Customer.
primaryPhoneNumber
string
Filter results based on the Customer’s phone number.
createdAtFrom
string (date), format: yyyy-MM-dd
Date the Customer was created in the RocketKOR system. This filter will return Customer Accounts created on or after this date.
Note The date is interpreted using the specified timeZone. UTC format is used if timeZone is not provided.
createdAtTo
string (date), format: yyyy-MM-dd
Date the Customer was created in the RocketKOR system. This filter will return Customer Accounts created before or on this date.
Note The date is interpreted using the specified timeZone. UTC format is used if timeZone is not provided.
timeZone
string (timeZone), default value: UTC
Time zone for the createdAtFrom and createdAtTo filters. The following values are supported:
type
string enum, values: INDIVIDUAL, BUSINESS
Type of Customer Account.
status
string enum, values: ACTIVE, SUSPENDED
Current status of the Customer Account. The following values are supported:
cityName
string, min length: 1, max length: 25
City.
stateCode
string, min length: 2, max length: 3
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).
countryCode
string, min length: 3, max length: 3
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.
zipCode
string, min length: 1, max length: 10
Zip code or postal code. For US addresses, must be a valid value of 5 digits (example: 63368) or 5 digits-4 digits (example: 63368-5555). Can be alphanumeric for other countries.
sort
array of strings
Sort the response by any field in ascending or descending order. The default sort order is createdAt,DESC. For more information, see Sorting and Pagination.
page
integer (int32)
Page number to return, based on zero-based page indexing.
size
integer (int32)
Maximum number of results to return per page.
None
Returns a paginated response with an array of Business Customer and/or Individual Customer objects.
SAMPLE RESPONSE
{
"totalElements": 100,
"totalPages": 50,
"number": 0,
"numberOfElements": 2,
"hasNext": true,
"content": [
{
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"status": "ACTIVE",
"externalId": "abcdefg",
"addresses": [
{
"type": "MAILING",
"streetLine1": "400 Richmond St",
"streetLine2": "Suite 500",
"streetLine3": "",
"streetLine4": "",
"streetLine5": "",
"apartmentNumber": "",
"cityName": "New York",
"stateCode": "NY",
"countryCode": "USA",
"zipCode": "10001",
"primary": true,
"verified": false
},
{
"type": "SHIPPING",
"name": {
"firstName": "Sarah",
"middleName": "Jane",
"lastName": "Green"
},
"streetLine1": "200 Queen St",
"streetLine2": "Suite 230",
"streetLine3": "",
"streetLine4": "",
"streetLine5": "",
"apartmentNumber": "",
"cityName": "New York",
"stateCode": "NY",
"countryCode": "USA",
"zipCode": "10001",
"primary": true,
"verified": false
}
],
"metadata": {
"customerRefId": "200000777"
},
"verificationStatus": {
"status": "UNVERIFIED",
"reason": "Processing",
"updatedAt": "2024-08-12T01:09:27.246Z",
"updatedBy": {
"id": "cb51cced-fb9a-43cd-abc8-c6842c871262",
"type": "employee"
}
},
"verificationStatusHistory": [
{
"status": "UNVERIFIED",
"reason": "Processing",
"updatedAt": "2024-08-12T01:09:27.246Z",
"updatedBy": {
"id": "cb51cced-fb9a-43cd-abc8-c6842c871262",
"type": "employee"
}
}
],
"createdBy": {
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"type": "service-account"
},
"createdAt": "2022-11-23T00:42:50.311Z",
"updatedBy": {
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"type": "service-account"
},
"updatedAt": "2022-12-11T00:42:50.311Z",
"type": "INDIVIDUAL",
"firstName": "Sarah",
"middleName": "Jane",
"lastName": "Green",
"prefix": "Ms.",
"suffix": "",
"sex": "FEMALE",
"gender": "",
"securityQuestion": "Who is your favorite author?",
"securityAnswer": "Barbara Gowdy",
"pronoun": "She/Her",
"primaryPhoneNumber": {
"number": "+15556589",
"type": "WORK",
"provider": "ABC",
"extension": "31",
"verified": false
},
"primaryEmail": {
"value": "sgreen@abc.com",
"verified": false
},
"dateOfBirth": "1991-06-21",
"placeOfBirth": {
"city": "Houston",
"countryCode": "USA"
},
"socialId": "123-45-6789",
"socialIdCountryCode": "USA",
"citizenshipCountryCode": "CAN"
},
{
"id": "e4021849-0e09-43ef-b9a7-18124356f489",
"status": "ACTIVE",
"externalId": "",
"addresses": [
{
"type": "MAILING",
"streetLine1": "100 Main St",
"streetLine2": "Suite 100",
"streetLine3": "",
"streetLine4": "",
"streetLine5": "",
"apartmentNumber": "",
"cityName": "Greenville",
"stateCode": "MO",
"countryCode": "USA",
"zipCode": "63368",
"primary": true,
"verified": false
},
{
"type": "SHIPPING",
"name": {
"firstName": "Jack",
"middleName": "Fred",
"lastName": "Smith"
},
"streetLine1": "200 King St",
"streetLine2": "Suite 310",
"streetLine3": "",
"streetLine4": "",
"streetLine5": "",
"apartmentNumber": "",
"cityName": "Greenville",
"stateCode": "MO",
"countryCode": "USA",
"zipCode": "63368",
"primary": true,
"verified": false
}
],
"metadata": {
"customerRefId": "100000333"
},
"verificationStatus": {
"status": "UNVERIFIED",
"reason": "Processing",
"updatedAt": "2024-08-12T01:09:27.246Z",
"updatedBy": {
"id": "cb51cced-fb9a-43cd-abc8-c6842c871262",
"type": "employee"
}
},
"verificationStatusHistory": [
{
"status": "UNVERIFIED",
"reason": "Processing",
"updatedAt": "2024-08-12T01:09:27.246Z",
"updatedBy": {
"id": "cb51cced-fb9a-43cd-abc8-c6842c871262",
"type": "employee"
}
}
],
"createdBy": {
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"type": "service-account"
},
"createdAt": "2022-11-23T00:42:50.311Z",
"updatedBy": {
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"type": "service-account"
},
"updatedAt": "2022-12-11T00:42:50.311Z",
"type": "BUSINESS",
"businessName": "ACME",
"doingBusinessAsName": "ACME Corp.",
"industryCode": "007005",
"registeredStateCode": "MO",
"contacts": [
{
"firstName": "Jack",
"middleName": "Fred",
"lastName": "Smith",
"primary": false,
"primaryPhoneNumber": {
"number": "+14151234",
"type": "WORK",
"provider": "ABC",
"extension": "675",
"verified": false
},
"primaryEmail": {
"value": "jsmith@acme.com",
"verified": false
}
}
],
"legalName": "ACME Corporation",
"primaryPhone": "+14151234",
"primaryEmail": "info@acme.com",
"website": "https://www.acme.com",
"dateOfFormation": "2010-01-31",
"legalEntityType": "CORP",
"taxIdCountryCode": "USA",
"taxId": "12-3456789"
}
]
}
Step into the future of Finance with RocketKOR! Simplify payments, banking, lending, and data analytics using our versatile KOR Platform.
A Rocket Financial Inc. company
@ 2024 RocketKOR, Inc. All rights reserved.