Use this skill when working with Atera customers and contacts - creating, updating, searching, or managing customer records. Covers customer information, contact management, custom fields, and customer lifecycle operations. Essential for MSP account management through Atera.
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.
Customer Fields
Core Fields
Field
Type
Required
Description
CustomerID
int
System
Auto-generated unique identifier
CustomerName
string
Yes
Company name
BusinessNumber
string
No
Tax ID or business registration
Domain
相關技能
string
No
Primary email domain
Address
string
No
Street address
City
string
No
City name
State
string
No
State/province
Country
string
No
Country name
ZipCodeStr
string
No
Postal/ZIP code
Phone
string
No
Main phone number
Fax
string
No
Fax number
Notes
string
No
Internal notes
Website
string
No
Company website URL
Billing Fields
Field
Type
Description
CreatedOn
datetime
Customer creation date
LastModified
datetime
Last modification date
Contact Fields
Core Fields
Field
Type
Required
Description
EndUserID
int
System
Auto-generated unique identifier
CustomerID
int
Yes
Parent customer ID
CustomerName
string
System
Parent customer name
FirstName
string
No
Contact first name
LastName
string
No
Contact last name
Email
string
Yes
Email address (unique)
Phone
string
No
Phone number
JobTitle
string
No
Job title/position
IsContactPerson
boolean
No
Primary contact flag
InIgnoreMode
boolean
No
Ignore emails from contact
CreatedOn
datetime
System
Contact creation date
API Patterns
List All Customers (Paginated)
GET /api/v3/customers?page=1&itemsInPage=50
X-API-KEY: {api_key}