This method allows a partner to get a list of their customers and account status.
NOTE: Results do not include the partner's master account, which is considered the parent account.

SOAP Request

XML

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Header>
    <AuthenticationHeader xmlns="http://websvcs.quikforms.com/Partner">
      <PartnerID>string</PartnerID>
      <UserName>string</UserName>
      <Password>string</Password>
    </AuthenticationHeader>
  </soap:Header>
  <soap:Body>
    <GetCustomerList xmlns="http://websvcs.quikforms.com/Partner">
      <CustomerIDs>string</CustomerIDs>
      <CustomerUniqueIDs>string</CustomerUniqueIDs>
      <ProductID>int</ProductID>
      <CustomerProductStatusID>int</CustomerProductStatusID>
      <RenewalDateStart>dateTime</RenewalDateStart>
      <RenewalDateEnd>dateTime</RenewalDateEnd>
    </GetCustomerList>
  </soap:Body>
</soap:Envelope>

SOAP Body Request Parameters

The following parameters can be used with this web service. This web service can be used as a dynamic query with search criteria entered into the parameters, or return all records by leaving all the parameters empty.

Field Name	Data Type	Length	Direction	Display	Required?	Description
CustomerIDs	String	8000	In	YES	NO	Comma-separated list of CustomerIDs
CustomerUniqueIDs	String	8000	In	YES	NO	A list of the Partner's Unique IDs assigned by the partner system to identify customers
ProductID	Integer	4	In	YES	NO	Optional value to return customers who have a given ProductID.
CustomerProductStatusID	Integer	4	In	YES	NO	Optional value to restrict results by product status.
RenewalDateStart	Date	8	In	YES	NO	Optional value to restrict results to a starting renewal date
RenewalDateEnd	Date	8	In	YES	NO	Optional value to restrict results to an ending renewal date

SOAP Response

XML

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetCustomerListResponse xmlns="http://websvcs.quikforms.com/Partner">
      <GetCustomerListResult>
        <ErrorCode>int</ErrorCode>
        <Message>string</Message>
        <ResultData>
          <xsd:schema>schema</xsd:schema>xml</ResultData>
      </GetCustomerListResult>
    </GetCustomerListResponse>
  </soap:Body>
</soap:Envelope>

Result Fields

The ResultData contains the following fields:

Field Name	Data Type	Length	Description
CustomerID	Integer		Unique identifier for the customer account
AccountEstablishedDate	Date		Date the customer account was established
ProductID	Integer		ProductID the customer is subscribed to
ProductName	String	255 chars	Product name
CustomerProductStatusID	Integer		Product Status ID of the customer's product
CustomerProductStatus	String	255 chars	Status of the customer's product
AcquisitionDate	Date		Date the product was acquired
ProductExpirationDate	Date		Date the product expires
RenewalDate	Date		Date the product will renew
Quantity	Integer		Number of licenses for the product
CustomerUserUniqueID	String	250	The customer's primary unique ID used as their initial license on the account (tblUser.CustUserID for the MasterUserID).
CompanyName	String	1000	The customer's Company Name
Username	String	100	Default Username will be the CustomerID assigned to this customer record. If provided, Username must be unique in the database or transaction fails.
Prefix	String	250	Customer's primary contact Prefix
FirstName	String	250	Customer's primary contact First Name
MiddleName	String	250	Customer's primary contact Middle Name
LastName	String	250	Customer's primary contact Last Name
Suffix	String	250	Customer's primary contact Suffix
Title	String	250	Customer's primary contact Title
Email	String	1000	Customer's primary contact Email
Phone	String	25	Customer's primary contact Phone
PhoneExt	String	25	Customer's primary contact Phone Extension
Fax	String	25	Customer's primary contact Fax
AddressLine1	String	1000	Customer's primary contact Address line 1
AddressLine2	String	1000	Customer's primary contact Address line 2
AddressLine3	String	1000	Customer's primary contact Address line 3
AddressLine4	String	1000	Customer's primary contact Address line 4
City	String	1000	Customer's primary contact City
State	String	250	Customer's primary contact State
Zip	String	15	Customer's primary contact Zip Code
Country	String	250	Customer's primary contact Country
FormCompanyName	String	1000	Name of Customer's Broker/Dealer or parent company (QuikEnterprise.dbo.tblCustomer. OriginalDealerName)

Quik! API Guide

GetCustomerList Method

SOAP Request

SOAP Body Request Parameters

SOAP Response

Result Fields