API – Set Payment Account to Primary
Updated 3 months ago
General
When customers have multiple payment profiles set up, one of them will need to be set as the primary profile. This can be done either with the Customer Manager tool in the UI, or through the API, which this article covers.
Send a PUT request to the URL, https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({ID}). Make sure to replace {ID} with the ID of the customer for which you are changing the primary payment profile.
The payload for this request should look like this:
{
"id":"37",
"PaymentAccounts":{
"results":[
{
"id":1059,
"isPrimary": 0,
"isSecondary": 0,
"__id":1059,
"__update":true
},
{
"id":312,
"isPrimary": 1,
"isSecondary": 0,
"__id":312,
"__update":true
}
]
},
"__update":true,
"__id": 37
}It is important the the first payment account listed under "results" is the one that is currently set as primary (or secondary, if you are updating the secondary payment profile). The payload should set the first payment profile to no longer be the primary (or secondary). The system will first remove this as primary (or secondary) and then update the second account in the payload to make it the primary (or secondary) payment profile.
The return from the PUT request will not reflect the change. You will need to submit a GET to https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({ID})?$expand=PaymentAccounts in order to see a response that correctly shows the new primary payment method.