Detailed Description

Edit Individual Customer

Overview

This API allows user to modify an existing individual customer.

This API also allows user to:

Modify the existing contact person and contact points of the customer.
Add new contact point for the customer.

Since: 11.6

APIs

Method	URL	Description
PUT	`/ws/v12/interaction/customer`	Modify an existing individual customer.

Authentication

Authentication is required. The client must be logged in to call this API. Each API request must contain X-egain-session request header returned by Login API.

Permissions

All of the following are required:

User must have 'Edit Customer' action.
If "Customer departmentalization" setting is enabled in the application, then the customer being modified must belong to either the user's home department, or to the department where the user is a foreign user.
If preferred agent of the customer has to be modified:
- User must have view permission on the target preferred agent.
- If "Customer departmentalization" setting is enabled in the application, the department of the customer must either be the home department of the target preferred agent or the target preferred agent must be a foreign user in the customer's department.

Licenses

The logged in user must have the following licenses:

Any User Licenses

Request

Request headers

Name	Description	Allowed values	Default value
X-egain-session	Session ID obtained from Login API response header	N/A	N/A
Accept	Content type accepted by client.	`application/xml` or `application/json`	N/A
Content-Type	Media type sent by the client	`application/xml` or `application/json`	N/A
Accept-Language	Language locale accepted by client (used for locale specific fields in resource representation and in error responses)	Supported 'Accept-Language' header codes	`default system language`

Request Body

The request body is mandatory. Request body can be in either XML or JSON format:

Elements required in request body

Name	Description
id	ID of the customer.

Optional elements allowed in request body

Name	Description
level.value	Must be one of the values configured in application.
role.value	Must be one of 'Partner', 'Reseller', or 'Customer'.
pin	Must not exceed 255 characters.
howReferred.value	Must be one of 'Website', 'Customer', 'Partner', 'Employee', or 'Reseller'.
industry.value	Must be one of the values configured in application.
marketSegment	Must not exceed 50 characters.
preferredAgent.id	Must match the ID of a user in application.
entitlements	Must not exceed 1024 characters.
contactPersons.contactPerson	Can have a single contact person. For required and optional elements to edit an existing contact person, refer Edit Contact Person.
customAttributes	Name must match one of the custom attributes configured in application. If the custom attribute is configured as an enumeration, the value must be one of the predefined values. For string type of custom attribute that is not configured as an enumeration, refer list of Allowed Characters For Custom Attributes.

NOTE: To remove value of any element of type "String", set the value to an empty string.

Request body XML schemas:

schema-interaction-Customers

Supported API specific query parameters

None

Supported common query parameters

None

Response

Response headers

Name	Description	Possible values
X-egain-session	ID of the current user session	N/A
Content-Type	Media type of response body	`application/xml` or `application/json`

Response body

The response body will be sent only in case of error. It can be in either XML or JSON format.

Response body XML schemas:

schema-kb-WSError - used in case of error

HTTP status codes

Success Status codes

204 - No Content

Successfully modified the customer.

Failure Status codes

400 - Bad Request

Any query parameter is sent in the request.
Request body does not contain the required elements.
Unsupported element is present in the request body.
Any criteria for successful execution mentioned in the Request Body section is violated.

401 - Unauthorized

X-egain-session request header is missing.
Session is invalid or expired.

403 - Forbidden

The user does not have sufficient permissions. Refer Permissions section for details.

406 - Not Acceptable

Invalid 'Accept-Language' header value.

500 - Internal server error

Examples:

Example 1 - Edit customer attributes of an individual customer
Example 2 - Edit contact person attributes of the customer
Example 3 - Add and edit contact points of the customer
Example 4 - Edit the customer by removing the values