Managing Partners

Manage your suppliers and buyers (customers) data

In Paper.id, "partners" refer to both suppliers and customers. Understanding how partner data is managed is crucial. Here are some best practices and key points to remember:

• Required Information: Most API calls involving partners will require their number and name.
• Creating Partner Data: Partner data can be created either by using the dedicated Partners API resources or automatically populated when a partner object is called within another API.
• Partner Object Properties: While partner objects across different API calls might have slightly varied properties, their core structure and purpose remain similar. Detailed explanations will be provided for each object.
• Unique Identifier: Partners must have a partner_number or partner_id. It's highly recommended to map this to your internal customer_id or similar unique identifier for consistency.
• Handling Existing Partner IDs:
  • Data Mismatch (Error): If the partner_id you provide matches an existing ID in Paper.id, but the partner_name does not, an error will occur to prevent incorrect data updates.
  • Data Overwrite (Update): If both the partner_id and partner_name match an existing record, the existing partner data in Paper.id will be updated with the new information you provide.
  • Creating New Partners: If the partner data you provide does not already exist in Paper.id, a new partner record will be created. Please note that a phone number is required for the initial creation of a new partner.