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Customers

ICustomersApi customersApi = client.CustomersApi;

Class Name

CustomersApi

Methods

List Customers

Lists customer profiles associated with a Square account.

Under normal operating conditions, newly created or updated customer profiles become available for the listing operation in well under 30 seconds. Occasionally, propagation of the new or updated profiles can take closer to one minute or longer, especially during network incidents and outages.

ListCustomersAsync(
    string cursor = null,
    int? limit = null,
    string sortField = null,
    string sortOrder = null,
    bool? count = false)

Parameters

Parameter Type Tags Description
cursor string Query, Optional A pagination cursor returned by a previous call to this endpoint.
Provide this cursor to retrieve the next set of results for your original query.

For more information, see Pagination.
limit int? Query, Optional The maximum number of results to return in a single page. This limit is advisory. The response might contain more or fewer results.
If the specified limit is less than 1 or greater than 100, Square returns a 400 VALUE_TOO_LOW or 400 VALUE_TOO_HIGH error. The default value is 100.

For more information, see Pagination.
sortField string Query, Optional Indicates how customers should be sorted.

The default value is DEFAULT.
sortOrder string Query, Optional Indicates whether customers should be sorted in ascending (ASC) or
descending (DESC) order.

The default value is ASC.
count bool? Query, Optional Indicates whether to return the total count of customers in the count field of the response.

The default value is false.
Default: false

Response Type

Task<Models.ListCustomersResponse>

Example Usage

bool? count = false;
try
{
    ListCustomersResponse result = await customersApi.ListCustomersAsync(
        null,
        null,
        null,
        null,
        count
    );
}
catch (ApiException e)
{
    // TODO: Handle exception here
    Console.WriteLine(e.Message);
}

Create Customer

Creates a new customer for a business.

You must provide at least one of the following values in your request to this endpoint:

  • given_name
  • family_name
  • company_name
  • email_address
  • phone_number
CreateCustomerAsync(
    Models.CreateCustomerRequest body)

Parameters

Parameter Type Tags Description
body CreateCustomerRequest Body, Required An object containing the fields to POST for the request.

See the corresponding object definition for field details.

Response Type

Task<Models.CreateCustomerResponse>

Example Usage

CreateCustomerRequest body = new CreateCustomerRequest.Builder()
.GivenName("Amelia")
.FamilyName("Earhart")
.EmailAddress("[email protected]")
.Address(
    new Address.Builder()
    .AddressLine1("500 Electric Ave")
    .AddressLine2("Suite 600")
    .Locality("New York")
    .AdministrativeDistrictLevel1("NY")
    .PostalCode("10003")
    .Country("US")
    .Build())
.PhoneNumber("+1-212-555-4240")
.ReferenceId("YOUR_REFERENCE_ID")
.Note("a customer")
.Build();

try
{
    CreateCustomerResponse result = await customersApi.CreateCustomerAsync(body);
}
catch (ApiException e)
{
    // TODO: Handle exception here
    Console.WriteLine(e.Message);
}

Bulk Create Customers

Creates multiple customer profiles for a business.

This endpoint takes a map of individual create requests and returns a map of responses.

You must provide at least one of the following values in each create request:

  • given_name
  • family_name
  • company_name
  • email_address
  • phone_number
BulkCreateCustomersAsync(
    Models.BulkCreateCustomersRequest body)

Parameters

Parameter Type Tags Description
body BulkCreateCustomersRequest Body, Required An object containing the fields to POST for the request.

See the corresponding object definition for field details.

Response Type

Task<Models.BulkCreateCustomersResponse>

Example Usage

BulkCreateCustomersRequest body = new BulkCreateCustomersRequest.Builder(
    new Dictionary<string, BulkCreateCustomerData>
    {
        ["8bb76c4f-e35d-4c5b-90de-1194cd9179f0"] = new BulkCreateCustomerData.Builder()
        .GivenName("Amelia")
        .FamilyName("Earhart")
        .EmailAddress("[email protected]")
        .Address(
            new Address.Builder()
            .AddressLine1("500 Electric Ave")
            .AddressLine2("Suite 600")
            .Locality("New York")
            .AdministrativeDistrictLevel1("NY")
            .PostalCode("10003")
            .Country("US")
            .Build())
        .PhoneNumber("+1-212-555-4240")
        .ReferenceId("YOUR_REFERENCE_ID")
        .Note("a customer")
        .Build(),
        ["d1689f23-b25d-4932-b2f0-aed00f5e2029"] = new BulkCreateCustomerData.Builder()
        .GivenName("Marie")
        .FamilyName("Curie")
        .EmailAddress("[email protected]")
        .Address(
            new Address.Builder()
            .AddressLine1("500 Electric Ave")
            .AddressLine2("Suite 601")
            .Locality("New York")
            .AdministrativeDistrictLevel1("NY")
            .PostalCode("10003")
            .Country("US")
            .Build())
        .PhoneNumber("+1-212-444-4240")
        .ReferenceId("YOUR_REFERENCE_ID")
        .Note("another customer")
        .Build(),
    }
)
.Build();

try
{
    BulkCreateCustomersResponse result = await customersApi.BulkCreateCustomersAsync(body);
}
catch (ApiException e)
{
    // TODO: Handle exception here
    Console.WriteLine(e.Message);
}

Bulk Delete Customers

Deletes multiple customer profiles.

The endpoint takes a list of customer IDs and returns a map of responses.

BulkDeleteCustomersAsync(
    Models.BulkDeleteCustomersRequest body)

Parameters

Parameter Type Tags Description
body BulkDeleteCustomersRequest Body, Required An object containing the fields to POST for the request.

See the corresponding object definition for field details.

Response Type

Task<Models.BulkDeleteCustomersResponse>

Example Usage

BulkDeleteCustomersRequest body = new BulkDeleteCustomersRequest.Builder(
    new List<string>
    {
        "8DDA5NZVBZFGAX0V3HPF81HHE0",
        "N18CPRVXR5214XPBBA6BZQWF3C",
        "2GYD7WNXF7BJZW1PMGNXZ3Y8M8",
    }
)
.Build();

try
{
    BulkDeleteCustomersResponse result = await customersApi.BulkDeleteCustomersAsync(body);
}
catch (ApiException e)
{
    // TODO: Handle exception here
    Console.WriteLine(e.Message);
}

Bulk Retrieve Customers

Retrieves multiple customer profiles.

This endpoint takes a list of customer IDs and returns a map of responses.

BulkRetrieveCustomersAsync(
    Models.BulkRetrieveCustomersRequest body)

Parameters

Parameter Type Tags Description
body BulkRetrieveCustomersRequest Body, Required An object containing the fields to POST for the request.

See the corresponding object definition for field details.

Response Type

Task<Models.BulkRetrieveCustomersResponse>

Example Usage

BulkRetrieveCustomersRequest body = new BulkRetrieveCustomersRequest.Builder(
    new List<string>
    {
        "8DDA5NZVBZFGAX0V3HPF81HHE0",
        "N18CPRVXR5214XPBBA6BZQWF3C",
        "2GYD7WNXF7BJZW1PMGNXZ3Y8M8",
    }
)
.Build();

try
{
    BulkRetrieveCustomersResponse result = await customersApi.BulkRetrieveCustomersAsync(body);
}
catch (ApiException e)
{
    // TODO: Handle exception here
    Console.WriteLine(e.Message);
}

Bulk Update Customers

Updates multiple customer profiles.

This endpoint takes a map of individual update requests and returns a map of responses.

You cannot use this endpoint to change cards on file. To make changes, use the Cards API or Gift Cards API.

BulkUpdateCustomersAsync(
    Models.BulkUpdateCustomersRequest body)

Parameters

Parameter Type Tags Description
body BulkUpdateCustomersRequest Body, Required An object containing the fields to POST for the request.

See the corresponding object definition for field details.

Response Type

Task<Models.BulkUpdateCustomersResponse>

Example Usage

BulkUpdateCustomersRequest body = new BulkUpdateCustomersRequest.Builder(
    new Dictionary<string, BulkUpdateCustomerData>
    {
        ["8DDA5NZVBZFGAX0V3HPF81HHE0"] = new BulkUpdateCustomerData.Builder()
        .EmailAddress("[email protected]")
        .PhoneNumber("phone_number2")
        .Note("updated customer note")
        .Version(2L)
        .Build(),
        ["N18CPRVXR5214XPBBA6BZQWF3C"] = new BulkUpdateCustomerData.Builder()
        .GivenName("Marie")
        .FamilyName("Curie")
        .Version(0L)
        .Build(),
    }
)
.Build();

try
{
    BulkUpdateCustomersResponse result = await customersApi.BulkUpdateCustomersAsync(body);
}
catch (ApiException e)
{
    // TODO: Handle exception here
    Console.WriteLine(e.Message);
}

Search Customers

Searches the customer profiles associated with a Square account using one or more supported query filters.

Calling SearchCustomers without any explicit query filter returns all customer profiles ordered alphabetically based on given_name and family_name.

Under normal operating conditions, newly created or updated customer profiles become available for the search operation in well under 30 seconds. Occasionally, propagation of the new or updated profiles can take closer to one minute or longer, especially during network incidents and outages.

SearchCustomersAsync(
    Models.SearchCustomersRequest body)

Parameters

Parameter Type Tags Description
body SearchCustomersRequest Body, Required An object containing the fields to POST for the request.

See the corresponding object definition for field details.

Response Type

Task<Models.SearchCustomersResponse>

Example Usage

SearchCustomersRequest body = new SearchCustomersRequest.Builder()
.Limit(2L)
.Query(
    new CustomerQuery.Builder()
    .Filter(
        new CustomerFilter.Builder()
        .CreationSource(
            new CustomerCreationSourceFilter.Builder()
            .Values(
                new List<string>
                {
                    "THIRD_PARTY",
                })
            .Rule("INCLUDE")
            .Build())
        .CreatedAt(
            new TimeRange.Builder()
            .StartAt("2018-01-01T00:00:00-00:00")
            .EndAt("2018-02-01T00:00:00-00:00")
            .Build())
        .EmailAddress(
            new CustomerTextFilter.Builder()
            .Fuzzy("example.com")
            .Build())
        .GroupIds(
            new FilterValue.Builder()
            .All(
                new List<string>
                {
                    "545AXB44B4XXWMVQ4W8SBT3HHF",
                })
            .Build())
        .Build())
    .Sort(
        new CustomerSort.Builder()
        .Field("CREATED_AT")
        .Order("ASC")
        .Build())
    .Build())
.Build();

try
{
    SearchCustomersResponse result = await customersApi.SearchCustomersAsync(body);
}
catch (ApiException e)
{
    // TODO: Handle exception here
    Console.WriteLine(e.Message);
}

Delete Customer

Deletes a customer profile from a business. This operation also unlinks any associated cards on file.

To delete a customer profile that was created by merging existing profiles, you must use the ID of the newly created profile.

DeleteCustomerAsync(
    string customerId,
    long? version = null)

Parameters

Parameter Type Tags Description
customerId string Template, Required The ID of the customer to delete.
version long? Query, Optional The current version of the customer profile.

As a best practice, you should include this parameter to enable optimistic concurrency control. For more information, see Delete a customer profile.

Response Type

Task<Models.DeleteCustomerResponse>

Example Usage

string customerId = "customer_id8";
try
{
    DeleteCustomerResponse result = await customersApi.DeleteCustomerAsync(customerId);
}
catch (ApiException e)
{
    // TODO: Handle exception here
    Console.WriteLine(e.Message);
}

Retrieve Customer

Returns details for a single customer.

RetrieveCustomerAsync(
    string customerId)

Parameters

Parameter Type Tags Description
customerId string Template, Required The ID of the customer to retrieve.

Response Type

Task<Models.RetrieveCustomerResponse>

Example Usage

string customerId = "customer_id8";
try
{
    RetrieveCustomerResponse result = await customersApi.RetrieveCustomerAsync(customerId);
}
catch (ApiException e)
{
    // TODO: Handle exception here
    Console.WriteLine(e.Message);
}

Update Customer

Updates a customer profile. This endpoint supports sparse updates, so only new or changed fields are required in the request. To add or update a field, specify the new value. To remove a field, specify null.

To update a customer profile that was created by merging existing profiles, you must use the ID of the newly created profile.

You cannot use this endpoint to change cards on file. To make changes, use the Cards API or Gift Cards API.

UpdateCustomerAsync(
    string customerId,
    Models.UpdateCustomerRequest body)

Parameters

Parameter Type Tags Description
customerId string Template, Required The ID of the customer to update.
body UpdateCustomerRequest Body, Required An object containing the fields to POST for the request.

See the corresponding object definition for field details.

Response Type

Task<Models.UpdateCustomerResponse>

Example Usage

string customerId = "customer_id8";
UpdateCustomerRequest body = new UpdateCustomerRequest.Builder()
.EmailAddress("[email protected]")
.PhoneNumber("phone_number2")
.Note("updated customer note")
.Version(2L)
.Build();

try
{
    UpdateCustomerResponse result = await customersApi.UpdateCustomerAsync(
        customerId,
        body
    );
}
catch (ApiException e)
{
    // TODO: Handle exception here
    Console.WriteLine(e.Message);
}

Create Customer Card

This endpoint is deprecated.

Adds a card on file to an existing customer.

As with charges, calls to CreateCustomerCard are idempotent. Multiple calls with the same card nonce return the same card record that was created with the provided nonce during the first call.

CreateCustomerCardAsync(
    string customerId,
    Models.CreateCustomerCardRequest body)

Parameters

Parameter Type Tags Description
customerId string Template, Required The Square ID of the customer profile the card is linked to.
body CreateCustomerCardRequest Body, Required An object containing the fields to POST for the request.

See the corresponding object definition for field details.

Response Type

Task<Models.CreateCustomerCardResponse>

Example Usage

string customerId = "customer_id8";
CreateCustomerCardRequest body = new CreateCustomerCardRequest.Builder(
    "YOUR_CARD_NONCE"
)
.BillingAddress(
    new Address.Builder()
    .AddressLine1("500 Electric Ave")
    .AddressLine2("Suite 600")
    .Locality("New York")
    .AdministrativeDistrictLevel1("NY")
    .PostalCode("10003")
    .Country("US")
    .Build())
.CardholderName("Amelia Earhart")
.Build();

try
{
    CreateCustomerCardResponse result = await customersApi.CreateCustomerCardAsync(
        customerId,
        body
    );
}
catch (ApiException e)
{
    // TODO: Handle exception here
    Console.WriteLine(e.Message);
}

Delete Customer Card

This endpoint is deprecated.

Removes a card on file from a customer.

DeleteCustomerCardAsync(
    string customerId,
    string cardId)

Parameters

Parameter Type Tags Description
customerId string Template, Required The ID of the customer that the card on file belongs to.
cardId string Template, Required The ID of the card on file to delete.

Response Type

Task<Models.DeleteCustomerCardResponse>

Example Usage

string customerId = "customer_id8";
string cardId = "card_id4";
try
{
    DeleteCustomerCardResponse result = await customersApi.DeleteCustomerCardAsync(
        customerId,
        cardId
    );
}
catch (ApiException e)
{
    // TODO: Handle exception here
    Console.WriteLine(e.Message);
}

Remove Group From Customer

Removes a group membership from a customer.

The customer is identified by the customer_id value and the customer group is identified by the group_id value.

RemoveGroupFromCustomerAsync(
    string customerId,
    string groupId)

Parameters

Parameter Type Tags Description
customerId string Template, Required The ID of the customer to remove from the group.
groupId string Template, Required The ID of the customer group to remove the customer from.

Response Type

Task<Models.RemoveGroupFromCustomerResponse>

Example Usage

string customerId = "customer_id8";
string groupId = "group_id0";
try
{
    RemoveGroupFromCustomerResponse result = await customersApi.RemoveGroupFromCustomerAsync(
        customerId,
        groupId
    );
}
catch (ApiException e)
{
    // TODO: Handle exception here
    Console.WriteLine(e.Message);
}

Add Group to Customer

Adds a group membership to a customer.

The customer is identified by the customer_id value and the customer group is identified by the group_id value.

AddGroupToCustomerAsync(
    string customerId,
    string groupId)

Parameters

Parameter Type Tags Description
customerId string Template, Required The ID of the customer to add to a group.
groupId string Template, Required The ID of the customer group to add the customer to.

Response Type

Task<Models.AddGroupToCustomerResponse>

Example Usage

string customerId = "customer_id8";
string groupId = "group_id0";
try
{
    AddGroupToCustomerResponse result = await customersApi.AddGroupToCustomerAsync(
        customerId,
        groupId
    );
}
catch (ApiException e)
{
    // TODO: Handle exception here
    Console.WriteLine(e.Message);
}