```html

Resource: customer.nv

HTTP-method: POST

Used to add a new customer or update an existing one. Fetching the customer list or complete customer details is done with different requests.

If electronic invoicing details are provided (customerfinvoicedetails), the correctness of the electronic invoicing address is not separately checked. However, the electronic invoice operator must be found in the system.
A list of allowed electronic invoice operators can be found here.

Parameters used in the call:

ParameterOccurrencesExampleDescription
method1addadd or edit
id0...1123Customer's NetvisorKey
Mandatory when editing customer details

If the method is not provided or the customer to be updated is not found in the system, an INVALID_DATA error with an explanation is returned. The id of the customer to be updated can be obtained by first querying the customer list.
When updating a customer, only the details to be updated are written in the XML message. Do not write data that you do not want to update into the material: otherwise, the interface will update them to empty.

The salespersonid can be obtained using the Salesperson List retrieval.

*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 (POST-data):

LevelElementFormatOccurrencesDescriptionExample
rootrootAggregate1  
1customerAggregate1  
2customerbaseinformationAggregate1  
3internalidentifierString, max. 500...1Customer codeMM123
Attr.typeString0...1automatic (if given and customer code is left empty, the next free customer number is used automatically)automatic
externalidentifierString0...1 Business ID or private customer's social security number1967543-8
3organizationunitnumberNumber,
max. 17
0...1OVT identifier (Receiver's OVT identifier, if the information differs from the company's business ID)*0037AAAAAAAABBBBB
nameString, max. 2500...1Customer's nameMatti Meikäläinen
nameextensionString, max. 2500...1Extension for nameToimitusjohtaja
streetaddressString, max. 800...1Street addressPajukuja 1
additionaladdresslineString, max. 800...1Additional address line 
cityString, max. 800...1Post officeLappeenranta
postnumberString, max. 500...1Post number53100
countryString0...1 Country code (if not provided, Finland is the default)FI
Attr.typeString0...1 Country code formatISO-3166
customergroupnameString, max. 500...1Customer group name, customer is linked to the group by name. If the group does not exist, it is created.Alennusasiakkaat
phonenumberString, max. 800...1Phone number040 123456
faxnumberString, max. 800...1Fax number05 123456
emailString, max. 2000...1Email addressmatti.meikalainen@firma.fi
3homepageuriString, max. 800...1Website addresswww.firma.fi
3isactiveNumber0...10 or 1, indicates whether the customer is active. 1
3isprivatecustomerNumber0...10 or 1, indicates whether the customer is a private customer (1=private customer). 0
3emailinvoicingaddressString, max. 5000...1Email invoicing address, must be a valid email address. Can be provided as a list separated by ;
matti.meikalainen@firma.fi
2customerfinvoicedetailsAggregate0...1  
3finvoiceaddressString,
max. 50
1Electronic invoice address, cannot be provided without electronic invoice operator informationFI109700021497
3finvoiceroutercodeString,
max. 50
1Electronic invoice operator code, allowed operators. Cannot be provided without electronic invoice address.
NDEAFIHH
2customerdeliverydetailsAggregate0...1Creates a new office to Netvisor customer details 
3deliverynameString, max. 2500...1Delivery address nameMaija Mehiläinen
3deliverystreetaddressString, max. 800...1Delivery street addressPajukuja 2
3deliverycityString, max. 800...1Delivery post officeLappeenranta
3deliverypostnumberString, max. 500...1Delivery post number53100
3deliverycountryString0...1Delivery country codeFI
Attr.typeString0...1Country code format, always ISO-3166ISO-3166
2customercontactdetailsAggregate0...1  
3contactnameString0...1Not visualized in the interface, do not use 
3contactpersonString, max. 800...1Contact person's name, information is transferred to the interface's Last Name field
Matti Meikäläinen
3contactpersonemailString, max. 2000...1Contact person's emailmatti.meikäläinen@firma.fi
3contactpersonphoneString, max. 800...1Contact person's phone number040 987 254
2customeradditionalinformationAggregate0...1  
3commentString, max. 2500
0...1Comment for the customer register 
3customeragreementIdentifierString, max. 350...1Contract ID 
3customerreferencenumberString0...1Reference number with check digit in correct format1070
3usecreditorreferencenumber
Numeric0..1Use RF reference for invoicing,
1=on 0=off
1
3useorderreferencenumber
Numeric0...1
Use order reference number for invoicing,
1=on 0=off
1
3invoicinglanguageString0...1Customer's invoicing language, FI, EN, or SE. If this information is not provided in the message, the default language for the invoice is FinnishFI
Attr.typeStringAlways ISO-3166ISO-3166
3invoiceprintchannelformatNumeric0...1Invoice print format
1 = Invoice + bank transfer
2 = Invoice
1
Attr.typeString1Always netvisornetvisor
3yourdefaultreferenceString, max. 200
0...1Your default reference 
3defaulttextbeforeinvoicelinesString, max. 500
0...1Default text before invoice lines 
3defaulttextafterinvoicelinesString, max. 500
0...1Default text after invoice lines 
3defaultpaymenttermString0...1Default payment term14 days net
Attr.typeString1Payment term type, netvisor (id) or customer (name)customer
3defaultsecondname
String0...1Default auxiliary business nameAuxiliary business name
Attr.typeString1Default auxiliary business name type, netvisor (id) or customer (name)
customer
3paymentinterest
Numeric0...1Penalty interest percentage

If given as a decimal number, a comma should be used as the decimal separator.
5
3balancelimitNumeric0...1Account limit5000
3receivablesmanagementautomationrule
String0...1Automatic rule for remindersPrivate customers
Attr.typeString1Automatic rule type for reminders netvisor (id) or customer (name)customer
3FactoringAccountString0...1Factoring account used by the customerFactoring account
Attr.typeString1Factoring account type netvisor (id) or customer (name)customer
3taxhandlingtypeString0...1
Customer tax handling type, valid values are countrygroup, forcedomestic, notaxhandling and domesticconstructionservicecountrygroup
3eustandardfinvoiceNumeric0...1Use EU standard compliant e-invoice. 1 = yes, 0 = no.
1
3defaultsalespersonAggregate0...1  
4salespersonidString 0...1Default salesperson's id 
Attr.typeString1Identifier type, always netvisornetvisor
2customerdimensiondetailsAggregate0...1

3dimensionAggregate1...n

4dimensionnameString1Default dimension header
If the header is not found, a new one is created
Project
4dimensionitemString1Default dimension
If the dimension is not found, a new one is created
Project 1

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