API – Update a Customer
This article covers the basics for updating a customer using the LoanPro API. You can also try this request yourself on our ReadMe page—an interactive API documentation page which lists each of our requests.
Updating a Customer
To update a customer, send a PUT request to the following URL.
The data must be sent over the request with a Content-Type of “application/json”. Below is an example of a request header.
Authorization: Bearer API_TOKEN
You can also update information in nested entities with a PUT request sent to the odata.svc/Customers() endpoint. Listed below is a sample body for an individual.
The request body can contain the following fields that are specific to the customer:
A custom id to identify the customer
The type of customer (see API Customer Collections for more details)
The status of the customer (options determined by tenant settings)
The first name of the customer
The last name of the customer
The middle name of the customer
The birthday of the customer
The gender of the customer (see API Customer Collections)
The Generation Code of the customer (see API Customer Collections)
The customer’s email address
The Social Security Number of the customer (take care to not reveal this number to unauthorized parties)
The driver license number of the customer
Company name of the customer (if customer is a company)
The name of the contact at the company (if customer is a company)
The type of government ID number for a customer (see API Customer Collections)
The government ID number for a customer
The credit limit of a customer (if customer type is flooring)
The username for the customer to use to access the customer website
The password for the customer to use to access the customer website
Whether the customer matches any individual from the OFAC specially designated nationals list
Whether the customer has been tested for OFAC compliance
For any entities that you want to update that are nested inside of Customer, make sure you include the ID of the entity and the update property. For example,
"__update": true .