FIS Global

FIS Global Customer API

The Customer API from FIS Global — 2 operation(s) for customer.

GitHub OpenAPI
Business capability
Customer Data Management BC-420.10

Operations 3

GET /customers Customers #
POST /customers Push customers #
PUT /customers/{id} Put customer #

Documentation

📖
Documentation
https://docs.railz.ai/
📖
APIReference
https://docs.railz.ai/reference

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/fis/refs/heads/main/openapi/fis-customer-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/fis/refs/heads/main/json-schema/fis-push-customer-v1-response-dto-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/fis/refs/heads/main/json-schema/fis-put-customer-v1-response-dto-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/fis/refs/heads/main/json-schema/fis-get-customer-response-dto-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/fis/refs/heads/main/json-schema/fis-push-update-customer-v1-dto-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/fis/refs/heads/main/json-schema/fis-push-customer-v1-dto-schema.json

Other Resources

🔗
Portal
https://dashboard.railz.ai/
🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/fis/refs/heads/main/asyncapi/fis-webhooks.yml

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OpenAPI Specification

fis-customer-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: FIS® Accounting Data as a Service™ Customer API
  description: What's changed in our API
  version: v2
  contact: {}
servers:
- url: https://api.railz.ai
  description: Main (production) API server
tags:
- name: Customer
paths:
  /customers:
    get:
      description: Gets the latest customers for a business.
      operationId: customers
      parameters:
      - name: businessName
        required: true
        in: query
        schema:
          type: string
      - name: serviceName
        required: true
        in: query
        schema:
          type: string
          enum:
          - freshbooks
          - quickbooks
          - quickbooksDesktop
          - xero
          - oracleNetsuite
          - sageBusinessCloud
          - sageIntacct
          - dynamicsBusinessCentral
          - dynamics365Finance
          - wave
          - myob
          - zohoBooks
      - name: offset
        required: false
        in: query
        description: The offset is the position in the dataset of a particular record.
        schema:
          format: integer
          type: number
      - name: limit
        required: false
        in: query
        description: 'This is the size of the results set you would like (default: 100).'
        schema:
          format: integer
          example: 100
          type: number
      - name: orderBy
        required: false
        in: query
        schema:
          type: string
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetCustomerResponseDto'
        '202':
          description: Data in pending state
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetCustomerResponseDto'
        '204':
          description: No data available
        '400':
          description: Bad Request Error - Thrown if fields sent via query does not follow specifications
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error400ResponseDto'
        '401':
          description: Unauthorized - Not logged in or log in expired
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error401ResponseDto'
        '403':
          description: Forbidden - Not enough permission
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error403ResponseDto'
        '500':
          description: Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error500ResponseDto'
      security:
      - bearer: []
      summary: Customers
      tags:
      - Customer
      x-summary-source: derived
    post:
      description: Creates an individual customer for a business.
      operationId: push-customers
      parameters: []
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PushCustomerV1Dto'
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PushCustomerV1ResponseDto'
        '400':
          description: Bad Request Error - Thrown if fields sent via query does not follow specifications
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error400ResponseDto'
        '401':
          description: Unauthorized - Not logged in or log in expired
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error401ResponseDto'
        '403':
          description: Forbidden - Not enough permission
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error403ResponseDto'
        '500':
          description: Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error500ResponseDto'
      security:
      - bearer: []
      summary: Push customers
      tags:
      - Customer
      x-summary-source: derived
  /customers/{id}:
    put:
      description: PUT an update to a customer for a business.
      operationId: put-customer
      parameters:
      - name: id
        required: true
        in: path
        schema:
          type: string
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PushUpdateCustomerV1Dto'
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PutCustomerV1ResponseDto'
        '400':
          description: Bad Request Error - Thrown if fields sent via query does not follow specifications
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error400ResponseDto'
        '401':
          description: Unauthorized - Not logged in or log in expired
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error401ResponseDto'
        '403':
          description: Forbidden - Not enough permission
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error403ResponseDto'
        '500':
          description: Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error500ResponseDto'
      security:
      - bearer: []
      summary: Put customer
      tags:
      - Customer
      x-summary-source: derived
components:
  schemas:
    PutCustomerV1:
      type: object
      properties:
        contactFirstName:
          type: string
          maxLength: 100
          example: Jane
        contactLastName:
          type: string
          maxLength: 100
          example: Smith
        emailAddress:
          type: string
          maxLength: 100
          example: email@acme.com
        phone:
          type: string
          maxLength: 30
          example: '8889990000'
        website:
          type: string
          maxLength: 100
          format: uri
          example: www.acme.com
        isPerson:
          type: boolean
        customerName:
          type: string
          maxLength: 500
          example: ACME Inc.
        addresses:
          type: array
          items:
            $ref: '#/components/schemas/Addresses'
        defaultCurrency:
          type: string
          example: CAD
        subsidiaryRefs:
          example:
          - '1'
          - '3'
          type: array
          items:
            type: string
    PushCustomerV1:
      type: object
      properties:
        contactFirstName:
          type: string
          maxLength: 100
          example: Jane
        contactLastName:
          type: string
          maxLength: 100
          example: Smith
        emailAddress:
          type: string
          maxLength: 100
          example: email@acme.com
        phone:
          type: string
          maxLength: 30
          example: '8889990000'
        website:
          type: string
          maxLength: 100
          format: uri
          example: www.acme.com
        isPerson:
          type: boolean
        customerName:
          type: string
          maxLength: 500
          example: ACME Inc.
        addresses:
          type: array
          items:
            $ref: '#/components/schemas/Addresses'
        defaultCurrency:
          type: string
          example: CAD
        subsidiaryRefs:
          example:
          - '1'
          - '3'
          type: array
          items:
            type: string
      required:
      - customerName
    Error400Dto:
      type: object
      properties:
        statusCode:
          type: number
          readOnly: true
          example: 400
        message:
          readOnly: true
          example:
          - businessName cannot be null
          type: array
          items:
            type: string
        error:
          type: string
          readOnly: true
          example: Bad Request
      required:
      - statusCode
      - message
      - error
    PushUpdateCustomerConnection:
      type: object
      properties:
        businessName:
          type: string
          example: Railz
          description: Unique business name identifier.
        serviceName:
          type: string
          example: quickbooks
          description: Name of accounting platform service.
          enum:
          - quickbooks
          - xero
          - freshbooks
          - dynamicsBusinessCentral
          - oracleNetsuite
          - wave
          - sageIntacct
          - sageBusinessCloud
      required:
      - businessName
      - serviceName
    Addresses:
      type: object
      properties:
        type:
          type: string
          example: billing
          description: Only Billing & Shipping types can be used when creating records.
          enum:
          - billing
          - shipping
        line1:
          type: string
          maxLength: 500
          example: 1234 Park Street
        line2:
          type: string
          maxLength: 500
          example: Suite 1000
        city:
          type: string
          maxLength: 255
          example: Toronto
        region:
          type: string
          maxLength: 255
          example: 'ON'
          description: Region within a country. For example, state name for USA, province name for Canada.
        country:
          type: string
          example: CAN
          description: Country name as 3 ISO alpha-3 characters.
        postalCode:
          type: string
          maxLength: 30
          example: A0B1C2
          description: Postal code. For example, zip code for USA and Canada.
      required:
      - type
    PushConnection:
      type: object
      properties:
        businessName:
          type: string
          example: Railz
          description: Unique business name identifier.
        serviceName:
          type: string
          example: quickbooks
          description: Name of accounting platform service.
          enum:
          - freshbooks
          - quickbooks
          - quickbooksDesktop
          - xero
          - oracleNetsuite
          - sageBusinessCloud
          - sageIntacct
          - dynamicsBusinessCentral
          - dynamics365Finance
          - wave
          - shopify
          - square
          - plaid
          - myob
          - zohoBooks
          - byod
      required:
      - businessName
      - serviceName
    Error403Dto:
      type: object
      properties:
        statusCode:
          type: number
          readOnly: true
          example: 403
        message:
          readOnly: true
          example:
          - Forbidden resource
          type: array
          items:
            type: string
        error:
          type: string
          readOnly: true
          example: Forbidden
      required:
      - statusCode
      - message
      - error
    ListReportMetaData:
      type: object
      properties:
        reportId:
          readOnly: true
          example:
          - 5fad8a342a88364234392fb5
          - 5fad8a342a88364234392fb6
          type: array
          items:
            type: string
        serviceName:
          type: string
          readOnly: true
          example: xero
          enum:
          - freshbooks
          - quickbooks
          - quickbooksDesktop
          - xero
          - oracleNetsuite
          - sageBusinessCloud
          - sageIntacct
          - dynamicsBusinessCentral
          - dynamics365Finance
          - wave
          - myob
          - zohoBooks
          - byod
        businessName:
          type: string
          readOnly: true
          example: Railz
        createdAt:
          type: string
          readOnly: true
          example: '2020-11-25T01:02:03Z'
          format: date-time
        updatedAt:
          type: string
          example: '2020-11-30T01:02:03Z'
          format: date-time
          readOnly: false
      required:
      - reportId
      - serviceName
      - businessName
      - createdAt
      - updatedAt
    Contact:
      type: object
      properties:
        name:
          type: string
          example: John Smith
        email:
          type: string
          example: jsmith@company.com
        phone:
          type: string
          example: '8887779999'
        address:
          $ref: '#/components/schemas/Address'
        status:
          type: string
          enum:
          - unknown
          - active
          - archived
        modifiedDate:
          type: string
          example: '2021-03-09T08:49:36.035Z'
      required:
      - status
    GetCustomerResponseDto:
      type: object
      properties:
        pagination:
          $ref: '#/components/schemas/PaginationMetaData'
        count:
          type: number
          readOnly: true
          example: 1
          format: integer
          deprecated: true
        meta:
          $ref: '#/components/schemas/ListReportMetaData'
        data:
          type: array
          items:
            $ref: '#/components/schemas/GetCustomerData'
      required:
      - pagination
      - count
      - meta
      - data
    Error500ResponseDto:
      type: object
      properties:
        error:
          readOnly: true
          allOf:
          - $ref: '#/components/schemas/Error500Dto'
        payload:
          type: object
          readOnly: true
      required:
      - error
      - payload
    GetCustomerData:
      type: object
      properties:
        id:
          type: string
          example: '1'
        customerName:
          type: string
          example: ACME Inc.
        contactName:
          type: string
          example: Jane Smith
        emailAddress:
          type: string
          example: email@acme.com
        website:
          type: string
          example: www.acme.com
        phone:
          type: string
          example: '8889990000'
        taxNumber:
          type: string
          example: '987654321'
        balance:
          type: number
          example: 0
          format: float
        status:
          type: string
          enum:
          - unknown
          - active
          - archived
        subsidiaryRefs:
          type: array
          items:
            $ref: '#/components/schemas/SubsidiaryRef'
        sourceModifiedDate:
          type: string
          example: '2021-03-09T08:49:36.035Z'
        parentRef:
          $ref: '#/components/schemas/ParentRef'
        contacts:
          type: array
          items:
            $ref: '#/components/schemas/Contact'
        defaultCurrency:
          $ref: '#/components/schemas/CurrencyRef'
        addresses:
          type: array
          items:
            $ref: '#/components/schemas/Address'
      required:
      - id
      - customerName
      - status
    PutCustomerV1ResponseDto:
      type: object
      properties:
        pushCommunicationId:
          type: string
          readOnly: true
          example: 60473b57f0cdd1683ca71f60
        requestedOn:
          type: string
          readOnly: true
          example: '2021-03-09T08:15:22.035Z'
          format: date-time
        status:
          type: string
          readOnly: true
          example: pending
          enum:
          - success
          - failed
          - pending
        businessName:
          type: string
          readOnly: true
          example: Railz
        serviceName:
          type: string
          readOnly: true
          example: quickbooks
          enum:
          - freshbooks
          - quickbooks
          - quickbooksDesktop
          - xero
          - oracleNetsuite
          - sageBusinessCloud
          - sageIntacct
          - dynamicsBusinessCentral
          - dynamics365Finance
          - wave
          - myob
          - zohoBooks
          - byod
        data:
          readOnly: true
          allOf:
          - $ref: '#/components/schemas/PutCustomerV1'
      required:
      - pushCommunicationId
      - requestedOn
      - status
      - businessName
      - serviceName
      - data
    PushUpdateCustomerV1Dto:
      type: object
      properties:
        connection:
          $ref: '#/components/schemas/PushUpdateCustomerConnection'
        data:
          $ref: '#/components/schemas/PutCustomerV1'
      required:
      - connection
      - data
    Error401Dto:
      type: object
      properties:
        statusCode:
          type: number
          readOnly: true
          example: 401
        message:
          readOnly: true
          example:
          - Unauthorized
          type: array
          items:
            type: string
        error:
          type: string
          readOnly: true
          example: Unauthorized
      required:
      - statusCode
      - message
      - error
    ParentRef:
      type: object
      properties:
        id:
          type: string
          example: '434'
        name:
          type: string
          example: Region
      required:
      - id
    CurrencyRef:
      type: object
      properties:
        id:
          type: string
          example: CAD
        name:
          type: string
          example: Canadian Dollar
        symbol:
          type: string
          example: USD,CAD
      required:
      - id
    PushCustomerV1Dto:
      type: object
      properties:
        connection:
          $ref: '#/components/schemas/PushConnection'
        data:
          $ref: '#/components/schemas/PushCustomerV1'
      required:
      - connection
      - data
    Error403ResponseDto:
      type: object
      properties:
        error:
          readOnly: true
          allOf:
          - $ref: '#/components/schemas/Error403Dto'
        payload:
          type: object
          readOnly: true
          example: {}
      required:
      - error
      - payload
    Error401ResponseDto:
      type: object
      properties:
        error:
          readOnly: true
          allOf:
          - $ref: '#/components/schemas/Error401Dto'
        payload:
          type: object
          readOnly: true
          example: {}
      required:
      - error
      - payload
    PaginationMetaData:
      type: object
      properties:
        offset:
          type: number
          readOnly: true
        limit:
          type: number
          readOnly: true
        count:
          type: number
          readOnly: true
      required:
      - offset
      - limit
      - count
    Address:
      type: object
      properties:
        line1:
          type: string
          example: 1234 Park Street
        line2:
          type: string
          example: Suite 1000
        city:
          type: string
          example: Toronto
        region:
          type: string
          example: 'ON'
        country:
          type: string
          example: CAN
        postalCode:
          type: string
          example: A0B1C2
        type:
          type: string
          enum:
          - billing
          - shipping
          - other
      required:
      - type
    PushCustomerV1ResponseDto:
      type: object
      properties:
        pushCommunicationId:
          type: string
          readOnly: true
          example: 60473b57f0cdd1683ca71f60
        requestedOn:
          type: string
          readOnly: true
          example: '2021-03-09T08:15:22.035Z'
          format: date-time
        status:
          type: string
          readOnly: true
          example: pending
          enum:
          - success
          - failed
          - pending
        businessName:
          type: string
          readOnly: true
          example: Railz
        serviceName:
          type: string
          readOnly: true
          example: quickbooks
          enum:
          - freshbooks
          - quickbooks
          - quickbooksDesktop
          - xero
          - oracleNetsuite
          - sageBusinessCloud
          - sageIntacct
          - dynamicsBusinessCentral
          - dynamics365Finance
          - wave
          - myob
          - zohoBooks
          - byod
        data:
          readOnly: true
          allOf:
          - $ref: '#/components/schemas/PushCustomerV1'
      required:
      - pushCommunicationId
      - requestedOn
      - status
      - businessName
      - serviceName
      - data
    Error500Dto:
      type: object
      properties:
        error:
          type: string
          readOnly: true
          example: Internal Server Error
        message:
          readOnly: true
          example:
          - INTERNAL_ERROR
          type: array
          items:
            type: string
        statusCode:
          type: number
          readOnly: true
          example: 500
      required:
      - error
      - message
      - statusCode
    SubsidiaryRef:
      type: object
      properties:
        id:
          type: string
          example: '1'
        name:
          type: string
          example: Railz Financial
    Error400ResponseDto:
      type: object
      properties:
        error:
          readOnly: true
          allOf:
          - $ref: '#/components/schemas/Error400Dto'
        payload:
          type: object
          readOnly: true
      required:
      - error
      - payload
  securitySchemes:
    bearer:
      scheme: bearer
      bearerFormat: JWT
      type: http