Discussions
Change customer type via API (individual ↔ company)
last month by Arthur Burnichon
Is there (or could there be) an API operation to convert a customer’s type from individual to company and vice‑versa, similar to what’s possible in the dashboard?
Why it matters:
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Operational corrections (e.g., onboarding mistake) without manual dashboard steps
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Consistency and parity with dashboard actions
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Avoids duplicating records and re‑associating invoices, mandates, and links
