By default, when working with the API on any task that involves customer data, you must include at least one of these identifier fields:

  • firstname and lastname
  • email
  • customerId

These tasks include things like making transactions, working with customer records, managing invoices, and more. Payabli first searches to match customer records based on your custom identifiers. If you don’t have any custom identifiers set, then Payabli falls back to matching on customerId.

Custom identifiers are managed in PartnerHub by navigating to Settings > Custom Fields.

Payabli recommends using the system-generated customerId field to identify customers for ease of integration and consistency. However, you can configure custom identifiers, which lets you decide which customer profile fields to use to uniquely identify and associate customer records and payments.

Custom identifiers cascade from org parent to child entities, so you can set them at the organization level and have them apply to all child paypoints. This is useful if you want to use a specific field across all your customers, such as email or clientId.

For example. if your company uses the customer’s email address as their unique identifier, you can choose email as the identifier. If your organization prefers to identify customers by a field called clientId, you can create that custom field in Payabli and set it as an identifier. This means that every API call that involves a customer must include the clientID because Payabli uses that field to search for customers.

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Pass custom identifiers in the customerData.additionalData object like this:

"customerData": {
  "additionalData": {
    "YourCustomIdentifier": "123"
      }
    }