PacSpace Docs

Customer Records

Dashboard routes for customer records, summaries, exports, checkpoints, and verification packages.

These routes are dashboard session-authenticated customer record endpoints.

Base URL: https://app.pacspace.io

http
GET https://app.pacspace.io/dashboard/customers

Required header: dashboard session cookie (-b pacspace-dashboard-cookies.txt).

Optional environment scope: send X-Environment: sandbox or X-Environment: production.

List Customer Records

bash
curl "https://app.pacspace.io/dashboard/customers?page=1&limit=25&search=cust_" \
  -b pacspace-dashboard-cookies.txt

For the Customers directory UI, request the enriched dashboard-only shape:

bash
curl "https://app.pacspace.io/dashboard/customers?include=directory&limit=25&sortBy=displayName" \
  -b pacspace-dashboard-cookies.txt \
  -H "X-Environment: production"

include=directory adds display names, source, sharing state, event cadence, cycle summary, verification state, next close date, record freshness, and at-a-glance counts. This flag is only supported on the Dashboard API; public Balance API customer-list responses keep their current compact shape.

Supported directory filters include sharingState, health, policy, eventCadence, cycleCloseWindow, and search.

Create Manual Customer

Admins and managers can create a customer row before integration events arrive.

bash
curl -X POST https://app.pacspace.io/dashboard/customers \
  -b pacspace-dashboard-cookies.txt \
  -H "Content-Type: application/json" \
  -H "X-Environment: production" \
  -d '{
    "displayName": "Acme Corp",
    "customerId": "cust_acme",
    "sharingStateHint": "INHERIT",
    "eventCadence": "PER_EVENT",
    "unitLabel": "records"
  }'

If customerId is omitted, PacSpace generates one. Duplicate manual IDs return 409. If the ID already exists from integration records, the API returns 409 with reconciliation guidance rather than silently adopting the row.

Successful manual creation writes a customer.created audit entry and sends a customer.created webhook for tenants with active webhook subscriptions.

Customer Summary

bash
curl https://app.pacspace.io/dashboard/customers/summary \
  -b pacspace-dashboard-cookies.txt

Returns aggregate totals, including counts, balances, and verification metrics.

Customer Detail

bash
curl "https://app.pacspace.io/dashboard/customers/cust_123?deltaPage=1&deltaLimit=20&status=verified" \
  -b pacspace-dashboard-cookies.txt

Supported filters include status, reason, startDate, endDate, search, sortBy, and sortOrder.

Export Customer Activity (CSV)

bash
curl "https://app.pacspace.io/dashboard/customers/cust_123/export?status=verified" \
  -b pacspace-dashboard-cookies.txt \
  -o customer-record.csv

Generate Receipt

bash
curl "https://app.pacspace.io/dashboard/customers/cust_123/receipt?period=2026-04" \
  -b pacspace-dashboard-cookies.txt

Checkpoints

Create Checkpoint

bash
curl -X POST https://app.pacspace.io/dashboard/customers/cust_123/checkpoint \
  -b pacspace-dashboard-cookies.txt \
  -H "Content-Type: application/json" \
  -d '{
    "period": "2026-04"
  }'

List Checkpoints

bash
curl "https://app.pacspace.io/dashboard/customers/cust_123/checkpoints?period=2026-04&limit=50" \
  -b pacspace-dashboard-cookies.txt

List Checkpoint Fingerprint Candidates

bash
curl "https://app.pacspace.io/dashboard/customers/cust_123/checkpoint-fingerprints?period=2026-04" \
  -b pacspace-dashboard-cookies.txt

Verification Package

Create a shareable verification package for spot-check workflows.

bash
curl -X POST https://app.pacspace.io/dashboard/customers/cust_123/verification-package \
  -b pacspace-dashboard-cookies.txt \
  -H "Content-Type: application/json" \
  -d '{
    "period": "2026-04",
    "sampleSize": 10
  }'

Multi-Customer Checkpoint Export

Export checkpoints across customers in CSV or JSON.

bash
curl "https://app.pacspace.io/dashboard/customers/batch-checkpoints/export?period=2026-04&format=csv" \
  -b pacspace-dashboard-cookies.txt \
  -o checkpoints.csv

Bulk Close-Package Export

Export selected close packages as one zip archive.

bash
curl -X POST https://app.pacspace.io/dashboard/customers/bulk/close-package-export \
  -b pacspace-dashboard-cookies.txt \
  -H "Content-Type: application/json" \
  -o customer-close-packages.zip \
  -d '{
    "customerIds": ["cust_acme", "cust_globex"],
    "period": "2026-04"
  }'

The archive contains one folder per customer and a manifest.json. Requests are bounded to 100 customers and fail before streaming if any requested package cannot be assembled.

Endpoints Summary

EndpointMethodDescription
/dashboard/customersGETList customer records
/dashboard/customers?include=directoryGETList enriched directory records
/dashboard/customersPOSTCreate a manual customer
/dashboard/customers/summaryGETAggregate customer summary
/dashboard/customers/batch-checkpoints/exportGETExport checkpoint data across customers
/dashboard/customers/bulk/close-package-exportPOSTExport selected close packages as one zip
/dashboard/customers/:customerIdGETCustomer detail and activity
/dashboard/customers/:customerId/exportGETExport customer activity CSV
/dashboard/customers/:customerId/receiptGETGenerate receipt
/dashboard/customers/:customerId/checkpointPOSTCreate customer checkpoint
/dashboard/customers/:customerId/checkpointsGETList checkpoints
/dashboard/customers/:customerId/checkpoint-fingerprintsGETList fingerprint candidates
/dashboard/customers/:customerId/verification-packagePOSTCreate verification package
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