Atera Customers

Atera Customer Management

Overview

Customers in Atera represent the organizations you provide IT services to. Each customer can have multiple contacts (end users), agents (managed devices), contracts, and associated tickets. Proper customer management is essential for organized service delivery.

Anti-triggers

• The client's commercial record — an Atera customer scopes monitoring, not contracts or billing. The company of record lives in connectwise-psa-companies, autotask-crm, syncro-customers, or superops-clients; onboarding a client in the wrong system is the expensive version of this mistake.
• The endpoints a customer owns — a customer owns agents; list them with atera-agents filtered by CustomerID.
• Documentation about the client — passwords, configurations, and procedures live in hudu-companies or itglue-organizations.

Customer Fields

Core Fields

Billing Fields

Contact Fields

Core Fields

API Patterns

List All Customers (Paginated)

GET /api/v3/customers?page=1&itemsInPage=50
X-API-KEY: {api_key}

Response:

{
  "items": [
    {
      "CustomerID": 12345,
      "CustomerName": "Acme Corporation",
      "Domain": "acme.com",
      "Address": "123 Main Street",
      "City": "New York",
      "State": "NY",
      "Country": "United States",
      "ZipCodeStr": "10001",
      "Phone": "555-123-4567",
      "Website": "https://www.acme.com",
      "CreatedOn": "2023-01-15T10:00:00Z"
    }
  ],
  "totalItems": 150,
  "page": 1,
  "itemsInPage": 50,
  "totalPages": 3
}

Get Customer by ID

GET /api/v3/customers/{customerId}
X-API-KEY: {api_key}

Response:

{
  "CustomerID": 12345,
  "CustomerName": "Acme Corporation",
  "BusinessNumber": "12-3456789",
  "Domain": "acme.com",
  "Address": "123 Main Street",
  "City": "New York",
  "State": "NY",
  "Country": "United States",
  "ZipCodeStr": "10001",
  "Phone": "555-123-4567",
  "Fax": "555-123-4568",
  "Website": "https://www.acme.com",
  "Notes": "Enterprise customer - 24/7 support",
  "CreatedOn": "2023-01-15T10:00:00Z",
  "LastModified": "2024-02-01T14:30:00Z"
}

Create Customer

POST /api/v3/customers
X-API-KEY: {api_key}
Content-Type: application/json

{
  "CustomerName": "New Company Inc",
  "Domain": "newcompany.com",
  "Address": "456 Oak Avenue",
  "City": "Chicago",
  "State": "IL",
  "Country": "United States",
  "ZipCodeStr": "60601",
  "Phone": "555-987-6543",
  "Website": "https://www.newcompany.com",
  "Notes": "Referred by Acme Corporation"
}

Response:

{
  "ActionID": 67890,
  "CustomerID": 67890,
  "CustomerName": "New Company Inc"
}

Update Customer

POST /api/v3/customers/{customerId}
X-API-KEY: {api_key}
Content-Type: application/json

{
  "Phone": "555-987-6544",
  "Notes": "Updated contact information",
  "Address": "789 New Street"
}

Delete Customer

DELETE /api/v3/customers/{customerId}
X-API-KEY: {api_key}

Warning: Deleting a customer removes all associated data including contacts, agents, and tickets.

Contact Management

List All Contacts (Paginated)

GET /api/v3/contacts?page=1&itemsInPage=50
X-API-KEY: {api_key}

Response:

{
  "items": [
    {
      "EndUserID": 67890,
      "CustomerID": 12345,
      "CustomerName": "Acme Corporation",
      "FirstName": "John",
      "LastName": "Smith",
      "Email": "john.smith@acme.com",
      "Phone": "555-123-4567 x101",
      "JobTitle": "IT Manager",
      "IsContactPerson": true,
      "CreatedOn": "2023-01-20T09:00:00Z"
    }
  ],
  "totalItems": 500,
  "page": 1,
  "itemsInPage": 50,
  "totalPages": 10
}

Get Contact by ID

GET /api/v3/contacts/{contactId}
X-API-KEY: {api_key}

Create Contact

POST /api/v3/contacts
X-API-KEY: {api_key}
Content-Type: application/json

{
  "CustomerID": 12345,
  "FirstName": "Jane",
  "LastName": "Doe",
  "Email": "jane.doe@acme.com",
  "Phone": "555-123-4567 x102",
  "JobTitle": "CFO",
  "IsContactPerson": false
}

Response:

{
  "ActionID": 77777,
  "EndUserID": 77777
}

Update Contact

POST /api/v3/contacts/{contactId}
X-API-KEY: {api_key}
Content-Type: application/json

{
  "Phone": "555-123-4567 x103",
  "JobTitle": "COO",
  "IsContactPerson": true
}

Delete Contact

DELETE /api/v3/contacts/{contactId}
X-API-KEY: {api_key}

Custom Values

Atera supports custom fields for customers and contacts.

Get Custom Values

GET /api/v3/customvalues/customer/{customerId}
X-API-KEY: {api_key}

Set Custom Value

POST /api/v3/customvalues/customer/{customerId}
X-API-KEY: {api_key}
Content-Type: application/json

{
  "FieldName": "ContractType",
  "Value": "Managed Services"
}

Delete Custom Value

DELETE /api/v3/customvalues/customer/{customerId}/{fieldName}
X-API-KEY: {api_key}

Common Workflows

New Customer Onboarding

1. Create customer record - Add company information
2. Add primary contact - Create main point of contact
3. Set custom fields - Add contract type, billing info
4. Deploy agents - Install on managed devices
5. Configure alerts - Set up monitoring profiles

Customer Search Flow

1. Search by name - Query customers endpoint
2. Filter results - Match by domain or other criteria
3. Get details - Retrieve full customer record
4. List contacts - Get associated contacts

Customer Deactivation

1. Review active tickets - Close or transfer
2. Remove agents - Delete from managed devices
3. Archive data - Export if needed for records
4. Delete customer - Remove from system

Error Handling

Common API Errors

Validation Errors

Best Practices

1. Use consistent naming - Follow naming conventions
2. Complete all fields - Better data = better reporting
3. Set primary contact - Mark IsContactPerson for main contact
4. Use custom fields - Track contract and billing info
5. Keep data current - Update when information changes
6. Audit regularly - Review and clean stale records
7. Link domains - Associate email domains for routing

Data Relationships

Customer (CustomerID)
    │
    ├── Contacts (EndUserID)
    │       └── Tickets (as EndUser)
    │
    ├── Agents (AgentID)
    │       └── Alerts
    │
    ├── Contracts (ContractID)
    │
    └── Custom Values

Related Skills

• Atera Tickets - Customer ticket management
• Atera Agents - Customer device management
• Atera Contracts - Service agreements
• Atera API Patterns - Authentication and pagination