Add a contact to a customer
AI agents: read /llms.txt; add .md to any page URL. This page as Markdown: /reference/customer-contacts/v1-customer-contact-store.md. Index of every page and the rules for every call: /llms.txt. Guides and concepts in one file: /llms-full.txt. OpenAPI: /openapi.json.
POST/
Adds a contact to the customer and returns it.
is_primary is required in the request body, but its value is ignored: the new contact becomes primary only if the customer has no other live contacts. If the customer already has live contacts, the new contact is saved with is_primary: false. To make this contact primary, call Set the primary contact afterwards.
Business rules
is_externalandexternal_typeare ignored: sending them (for example a value you read back) is not refused and changes nothing. Only the Shopify sync sets them.- A phone needs
phone_countryand must be a valid number for it; the same goes forfaxandfax_country. - Customers synced from Shopify are read-only here: changes are refused with 422
validation_error"External customers are read-only. Manage changes from Shopify." System customers (is_system: true) are refused the same way ("System customer cannot be modified or deleted."). - On a live customer (not a system or Shopify customer) a contact's email is saved trimmed and in lower case, and two live contacts of the customer can't have the same email (compared the same way). Other customers may use the same email. Phones need not be unique.
- Works on a deleted customer too: the contact is added to it, and its email is neither changed nor checked against the other contacts.
Side effects
- Sends the
customer_contact.createdwebhook. - When the contact's email already belongs to a Customer Portal account on your team that can't open this customer yet, saving the contact gives that account access to this customer (active when the account is set up with a verified email or a password, invited otherwise). No email is sent.
Path parameters
Your team slug, shown as Team ID next to your API key in Profile.
- Example
your-team
- Example
The customer's id (
idfrom List customers or Create a customer). A hash id from an earlier answer; unique keys and document numbers (such asPO0042) don't work here.- Example
EDhVUaC6jbLbed
- Example
Request body
application/json, required.
Required. The contact's first name.
Required, but its value is ignored: the contact becomes primary only if the customer has no other live contacts. To make it primary, use Set the primary contact.
Required. Stored with the contact and returned as
send_invoice.default_receive_smsbooleanWhen this contact is set on a sales order, it receives text messages about the order by default. Saved as sent; defaults to false.
emailstring (email)The contact's email. Messages you send to this contact go here.
faxstringChecked as a real number for
fax_country.fax_countrystringTwo-letter country code of
fax.last_namestringThe contact's last name.
phonestringChecked as a real number for
phone_country. Sendphone_countrywith it.phone_countrystringTwo-letter country code of
phone, such asUS. Required withphone.
Response
200Successful response.
Child fields (18)
True when the contact is deleted.
customer_idstringCustomer contacts only.
default_receive_smsbooleanemailstring | nullexternal_typestring | nullfaxstring | nullfax_countrystring | nullis_externalbooleanTrue for a contact synced from Shopify; such contacts are read-only.
last_namestring | nullphonestring | nullphone_countrystring | nullsend_invoicebooleanCustomer contacts only.
vendor_idstringVendor contacts only.
Errors
401The API key is missing or wrong (
unauthenticated).403You are not allowed to do this.
api_access_not_in_plan: your team's plan doesn't include API access (Pro and above, with an active subscription or trial), so every request answers this until the team upgrades. When your role lacks the permission the operation needs, the body is only{"message": "Insufficient Permission"}. Other refusals use the error envelope, withunauthorizedoruser_is_not_authorized.- When
- Your role has no Manage Customers permission. This 403 has a short body,
{"message": "Insufficient Permission"}, with nosuccessorerror. - Fix
- Ask a team owner to give your role Manage Customers.
404Not found.
page_not_found: the team slug is unknown, you are not a member of the team, or an id in the path is not one of this team's.code: null, with a message that starts "No query results for": there is no record with that id.- When
- No customer with this id in the team. Deleted customers are found here, so this also works on a deleted customer.
error.codeis null anderror.messagenames the record type. - Fix
- Check the id.
409
- When
- Another live contact of this customer already has this email, ignoring case and surrounding spaces (
error.codecustomer_portal_duplicate_contact_email, "This customer already has a contact with that email. Edit the existing contact or use a different email."). - Fix
- Update the existing contact instead, or use another email.
422The request was refused and changed nothing.
validation_failedlists what to fix inerror.fields; other codes name a business rule, explained inerror.message. A few checks answer with only{"message": "..."}. An operation that calls another service (a payment provider, a carrier, an accounting app) can answerconnect_timeout("Please retry again") when that service does not answer in time: the change may or may not have happened there, so read the record back before you retry.- When
first_name,send_invoiceoris_primaryis missing, or the phone is not valid forphone_country.error.codeisvalidation_failed.- Fix
- Fix each field named in
error.fields; its keys are field paths such ascontact.0.phone. - When
- On a live customer, the email is longer than 191 characters or is not a valid address (
error.codecustomer_portal_email_invalid, "Enter a valid email address using supported characters."). - Fix
- Send a valid email of at most 191 characters.
- When
- The customer comes from Shopify, or is a system customer (
error.codevalidation_error, with the reason inerror.message). - Fix
- Change Shopify customers in Shopify. System customers cannot be changed.
Related
- POSTCreate or update a customer contact by email or phone
/v1/ api/ store/ {team_slug}/ customer/ {hash_id}/ contact/ upsert - PATCHSet the primary contact
/v1/ api/ store/ {team_slug}/ customer/ {hash_id}/ contact/ {id}/ primary
