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Overview

Vayu provides multiple ways to manage customer records, including creating new customers, updating existing profiles, and removing customer data when needed.

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Creating customers

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Through the UI

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To create a new customer:
  1. Navigate to Customers
  2. Click + Customer in the control bar
  3. Fill in the customer details:
    • Name and legal name
    • Contact information
    • Billing address
    • Tax ID
    • Currency
    • Payment terms (due days)
    • Custom fields
  4. Save the customer profile

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Through the API

Use the POST /customers endpoint to create customers programmatically: 
{
  "name": "Acme Corporation",
  "legalName": "Acme Corp Inc.",
  "contacts": [
    {
      "name": "John Smith",
      "email": "jsmith@example.com",
      "title": "CFO",
      "receiveInvoiceEmail": true
    }
  ],
  "address": {
    "country": "United States",
    "city": "San Francisco",
    "state": "CA",
    "postalCode": "94105",
    "addressText": "123 Main Street"
  },
  "currency": "USD",
  "dueDays": "NET_30"
}

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Updating customers

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Through the UI

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To update an existing customer:
  1. Navigate to Customers
  2. Select the customer from the table
  3. Go to the Settings tab
  4. Modify the fields you need to update
  5. Save your changes

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Through the API

Use the PUT /customers/{customerId} endpoint to update customer records: 
{
  "name": "Updated Company Name",
  "dueDays": "NET_45"
}

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Deleting customers

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Through the API

Use the DELETE /customers/{customerId} endpoint to remove a customer: 
DELETE /customers/{customerId}

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Important considerations

When deleting a customer:
  • The deletion is permanent and cannot be undone
  • All associated data (contracts, invoices, usage) will be affected
  • Consider the impact on historical reporting and audit trails
  • Ensure compliance with data retention policies

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Searching and filtering

The Customers page provides powerful search and filter capabilities: Use the search field to find customers by:
  • Customer name
  • Email address
  • Other indexed fields
Results update automatically as you type.

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Advanced filtering

Click Filters to build complex queries using:
  • Status - Active, Inactive, Churned, Trial
  • Parent Customer - Filter by hierarchy relationships
  • Address fields - Country, State, City, Postal Code
  • Subsidiary - Filter by subsidiary assignment
  • Manual Review - Flag status
Multiple conditions can be combined to narrow results.

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Exporting customer data

To export customer information:
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  1. Apply any desired filters
  2. Click the Export / Download button next to the + Create Customer button
  3. Select your export format
  4. Download the file

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API reference

For complete API documentation, see: