Resource: customer.nv
HTTP-method: POST
With customer.nv old customer details can be edited or a new customer can be added to Netvisor.
When editing existing customer details, the XML should only include details that are intended to be updated. If the XML contains blank fields(elements), are these fields updated as blank in Netvisor.
If customerfinvoicedetails element is given, element content validity is not checked. The operator must be still found from system. The list of operator codes that are allowed in Netvisor is found here.
Querystring parameters:
| Parameter name | Occurs | Description | Example |
| method | 1 | add or edit | add |
| id | 0...1 | Must be defined if method = edit, defines customer to update | 123 |
If method has not been supplied or the customer to update is not found for the id, an INVALID_DATA -error with further information is returned.
The id of a customer to update can be obtained with Get Customer List, and salesperson id with Get Salespersonnel List.
In the organizationunitnumber element (receiver's OVT identifier, if the information differs from the company's business ID), you can include some customer-specific information that needs to be conveyed to the recipient with the electronic invoice data, such as a factory number or other unchanging information required by the recipient. This field's information is mapped to the BuyerOrganisationUnitNumber tag in the Finvoice data. Do not place the customer's electronic invoicing address in this field. The Organizationunitnumber element has a validation which requires that the OVT identifier introduced in the element should be in the following format: 12 to 17 digits, and its typical format is 0037AAAAAAAABBBBB where: - 0037 is the Finnish Tax Administration code according to ISO standard 6523 (International Code Designator, ICD) - AAAAAAAA is the business ID including the check digit but without the hyphen - BBBBB is the identifier of the organizational part; not mandatory, numeric, up to five digits, aligned to the left edge of the field.
The data to import is sent with the query as an XML with the following structure:
| Level | Element name | Type and length | Occurs | Description | Example |
| Root | root | Aggr. | 1 | ||
| 1 | customer | Aggr | 1 | ||
| 2 | customerbaseinformation | Aggr. | 1 | ||
| 3 | internalidentifier | String, max 50 | 0...1 | Customer's identifier | MM123 |
| Attr. | type | String | 0...1 | automatic (if given and internalidentifier is empty, customer's identifier in Netvisor will be the next free customer identifier) | automatic |
| 3 | externalidentifier | String | 0...1 | Organization identifier or private customer social security number | 123456-7 |
| 3 | organizationunitnumber | String, max 17 | 0...1 | Organization unit number* | 0037123456715 |
| 3 | name | String, max 250 | 0...1 | Customer's name | Matti Meikäläinen |
| 3 | nameextension | String, max 250 | 0...1 | Extension for name | Toimitusjohtaja |
| 3 | streetaddress | String, max 80 | 0...1 | Customer's Street address | Pajukuja 1 |
| 3 | additionaladdressline | String, max 80 | 0...1 | Additional address line | |
| 3 | city | String, max 80 | 0...1 | Customer's post office | Lappeenranta |
| 3 | postnumber | String, max 50 | 0...1 | Customer's post number | 53100 |
| 3 | country | String, | 0...1 | Customer's country code | FI |
| Attr. | type | String | 0...1 | Always ISO-3166 | ISO-3166 |
| 3 | customergroupname | String, max 50 | 0...1 | Customer is attached to group by its name. If group does not exists, new group is created | Alennusasiakkaat |
| 3 | phonenumber | String, max 80 | 0...1 | Customer's phone number | 040 123456 |
| 3 | faxnumber | String, max 80 | 0...1 | Customer's fax number | 05 123456 |
| 3 | String, max 200 | 0...1 | Customer's E-mail address | matti.meikälä[email protected] | |
| 3 | homepageuri | String, max 80 | 0...1 | Customer www-address | www.firma.fi |
| 3 | isactive | Integer | 0...1 | 0 or 1, indicates whether customer is active | 1 |
| 3 | isprivatecustomer | Integer | 0...1 | 0 or 1, indicates whether customer is a Private Customer | 1 |
| 3 | emailinvoicingaddress | String, max 500 | 0...1 | Valid e-mail invoice address. Can be given as a list, separated with ;. | matti.meikälä[email protected] |
| 2 | customerfinvoicedetails | Aggr. | 0...1 | ||
| 3 | finvoiceaddress | String | 1 | E-Invoice address | FI109700021497 |
| 3 | finvoiceroutercode | String | 1 | E-invoice operator, see valid values from list above | NDEAFIHH |
| 2 | customerdeliverydetails | Aggr. | 0...1 | ||
| 3 | deliveryname | String, max 250 | 0...1 | Recipient of the delivery | Matti Meikäläinen |
| 3 | deliverystreetaddress | String, max 80 | 0...1 | Street address | Pajukuja 1 |
| 3 | deliverycity | String, max 80 | 0...1 | Post office | Lappeenranta |
| 3 | deliverypostnumber | String, max 50 | 0...1 | Post number | 53100 |
| 3 | deliverycountry | String | 0...1 | Country code | FI |
| Attr. | type | String | 0...1 | Always ISO-3166 | ISO-3166 |
| 2 | customercontactdetails | Aggr. | 0...1 | ||
| 3 | contactname | String | 0...1 | ||
| 3 | contactperson | String, max 80 | 0...1 | Contact person's name | Matti Meikäläinen |
| 3 | contactpersonemail | String, max 200 | 0...1 | Contact person's E-mail | [email protected] |
| 3 | contactpersonphone | String, max 80 | 0...1 | Contact person's phone number | 040 123 4567 |
| 2 | customeradditionalinformation | Aggr. | 0...1 | ||
| 3 | comment | String, max 2500 | 0...1 | Comment for the customer register | |
| 3 | customeragreementidentifier | String, max 35 | 0...1 | Contract ID | |
| 3 | customerreferencenumber | String | 0...1 | standard reference | |
| 3 | usecreditorreferencenumber | Integer | 0..1 | Use RF reference for invoicing 1= on, 0 =off | |
| useorderreferencenumber | Integer | 0...1 | Use order reference number for invoicing 1=on 0=off | ||
| 3 | Invoicinglanguage | String | 0...1 | Invoice language: FI, EN or SE. If the element is not given by message, the default language is Finnish | FI |
| Attr. | type | String | 0...1 | Always ISO-3166 | ISO-3166 |
| 3 | invoiceprintchannelformat | Integer | 0...1 | Invoice print channel format 1= Invoice+bank transfer 2=Invoice | 1 |
| Attr. | type | String | 1 | Always netvisor | netvisor |
| 3 | yourdefaultreference | String, max 200 | 0...1 | Your default reference | |
| 3 | defaulttextbeforeinvoicelines | String, max 500 | 0...1 | Default text before invoice rows | |
| 3 | defaulttextafterinvoicelines | String, max 500 | 0...1 | Default text after invoice rows | |
| 3 | defaultpaymentterm | String | 0...1 | Customer default payment term | 14 days net |
| Attr. | type | String | 1 | netvisor (ID) or customer (name) | customer |
| 3 | defaultsecondname | String | 0...1 | Default second name | Second name |
| Attr. | type | String | 1 | netvisor (ID) or customer (name) | customer |
| 3 | paymentinterest | Integer | 0...1 | Penalty interest, value can be between 0-100 If given as a decimal number, the decimal separator should be a comma. | 5 |
| 3 | balancelimit | Integer | 0...1 | Customer balance limit | 5000 |
| 3 | receivablesmanagementautomationrule | String | 0...1 | Automatic rule for reminders | Private customers |
| Attr. | type | String | 1 | netvisor (ID) or customer (name) | customer |
| 3 | factoringaccount | String | 0...1 | Factoring account | 1 |
| Attr. | type | String | 1 | netvisor (ID) or customer (name) | netvisor |
| 3 | taxhandlingtype | String | 0...1 | Customer tax handling type, valid values are countrygroup, forcedomestic, notaxhandling and domesticconstructionservice | countrygroup |
| 3 | eustandardfinvoice | Integer | 0...1 | E-invoice that complies w/ EU standard. 1= Yes, 0 = No. | 1 |
| 3 | defaultsalesperson | Aggr. | 0...1 | ||
| 4 | salespersonid | String | 0...1 | Default salesperson's id | |
| Attr. | type | String | 1 | Always netvisor | netvisor |
| 2 | customerdimensiondetails | Aggr. | 0...1 | ||
| 3 | dimension | Aggr. | 1 | ||
| 4 | dimensionname | String | 1 | Default dimension header name. Created if needed. | Project |
| 4 | dimensionitem | String | 1 | Dimension name. Created if needed. | Project 1 |
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