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
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
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:
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.
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
curl https://app.pacspace.io/dashboard/customers/summary \
-b pacspace-dashboard-cookies.txt
Returns aggregate totals, including counts, balances, and verification metrics.
Customer Detail
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)
curl "https://app.pacspace.io/dashboard/customers/cust_123/export?status=verified" \
-b pacspace-dashboard-cookies.txt \
-o customer-record.csv
Generate Receipt
curl "https://app.pacspace.io/dashboard/customers/cust_123/receipt?period=2026-04" \
-b pacspace-dashboard-cookies.txt
Checkpoints
Create Checkpoint
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
curl "https://app.pacspace.io/dashboard/customers/cust_123/checkpoints?period=2026-04&limit=50" \
-b pacspace-dashboard-cookies.txt
List Checkpoint Fingerprint Candidates
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.
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.
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.
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
| Endpoint | Method | Description |
|---|---|---|
/dashboard/customers | GET | List customer records |
/dashboard/customers?include=directory | GET | List enriched directory records |
/dashboard/customers | POST | Create a manual customer |
/dashboard/customers/summary | GET | Aggregate customer summary |
/dashboard/customers/batch-checkpoints/export | GET | Export checkpoint data across customers |
/dashboard/customers/bulk/close-package-export | POST | Export selected close packages as one zip |
/dashboard/customers/:customerId | GET | Customer detail and activity |
/dashboard/customers/:customerId/export | GET | Export customer activity CSV |
/dashboard/customers/:customerId/receipt | GET | Generate receipt |
/dashboard/customers/:customerId/checkpoint | POST | Create customer checkpoint |
/dashboard/customers/:customerId/checkpoints | GET | List checkpoints |
/dashboard/customers/:customerId/checkpoint-fingerprints | GET | List fingerprint candidates |
/dashboard/customers/:customerId/verification-package | POST | Create verification package |