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Members / Customers - API Reference

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Members / Customers

Members or customers or users are the same thing. These are anyone who has purchased, enquired, or who has permission to login, or receive newsletters. This excludes administrative users.

End Point URL

https://api.cms-tool.net/webapps/api/member

API Parameters and Filters

NameDescriptionExampleOptionalData type
data The JSON you would like to POST. This can be POST content also data = 
{
"mbr_name": "name",
"mbr_email": "name@company.com"
}

Yes json object
id Fetch a specific member  (aka mbr_id) id=2334453 Yes int
mbr_email Find a member by their email address mbr_email=example@email.com Yes string
mbr_reference

Find a member by their reference account id

mbr_reference=abc Yes string
mbr_name

Filter results based on member name or mbr_name (first and last name included)

mbr_name=john+smith Yes string
mbr_company

Search by company name instead.

mbr_company=company Yes string
mbr_level

Search member by their member level,
Use matchType parameter along for more control over the data.

mbr_level=100 Yes int
mbr_groupid

Search/filter by member group ID

mbr_groupid=1234 Yes int
includeMemberGroups

Include a list of member groups, default true for single object

includeMemberGroups=true boolean
includeAPIStatus

Include Linked API and their data

includeAPIStatus=true boolean
includeCustomData

Include additional questions and answers, default true for single object

includeCustomData=true boolean
includePassword Include MD5 encrypted password data, hash etc includePassword=true boolean
AllowDuplicateEmailAccounts By default, member records are matched by ID or Email address, to ensure unique email accounts. If you really want duplicate email accounts, then add this parameter to bypass the email lookup, meaning any POST without an ID is treated as an INSERT> AllowDuplicateEmailAccounts=true boolean

Data Dictionary

Key Definition Type Format
mbr_name
Members Name
Name of the member or customers. Primarily their personal contact name (required)
text
cid
Website ID
Internal ID
int
e.g. 123456
mbr_addr
Address First Line
Customer Address
text
mbr_aff_hits
Affililate Hits
Number of affiliate link click throughs... all time tally...
int
mbr_balance
Balance Current
Not used for all merchants
decimal
Precision: 10.2
mbr_balance30days
Balance 30days
Not used for all merchants
decimal
Precision: 10.2
mbr_balance60days
Balance 60days
Not used for all merchants
decimal
Precision: 10.2
mbr_balance90days
Balance 90days
Not used for all merchants
decimal
Precision: 10.2
mbr_balance_bf
Balance bf
Not used for all merchants
decimal
Precision: 12.2
mbr_balance_lastentry
Balance - Last Entry Timestamp
Date of the last item in the customer account history
timestamp
e.g. 2025-12-31 23:59:59
mbr_birthdate
Birth Date
We record the date of birth for some users, such as to offer special discounts on their birthday
date
e.g. 2025-12-31
mbr_business_number
Business number
Business Number
text
mbr_callerid
Caller ID
Telephone number in caller ID international format
text
mbr_city
Address City
The customer city
text
mbr_company
Company
The company or organisation to which this member belongs, optional in addition to the member name.
text
mbr_country
Address Country
The country where this member lives.
text
mbr_created
Timestamp Created
When was the account created
timestamp
e.g. 2025-12-31 23:59:59
mbr_date_stale
Timestamp stale
The date this member was considered stale, due to lack of activity after so many years
date
e.g. 2025-12-31
mbr_debug
mbr debug
Internal Use
text
mbr_delivery_address
Delivery address
Customers preferred delivery address street
text
mbr_delivery_city
Delivery city
Customers preferred delivery address city
text
mbr_delivery_company
Delivery company
Customers preferred delivery address company
text
mbr_delivery_country
Delivery country
Customers preferred delivery address country.
text
mbr_delivery_email
Delivery email
Customers preferred delivery address email
text
mbr_delivery_name
Delivery name
Customers preferred delivery address contact name
text
mbr_delivery_phone
Delivery phone
Customers preferred delivery address phone
text
mbr_delivery_postcode
Delivery postcode
Customers preferred delivery address postcode
text
mbr_delivery_state
Delivery state
Customers preferred delivery address state
text
mbr_delivery_suburb
Delivery suburb
Customers preferred delivery address suburb
text
mbr_discount
Discount Rate
A percentage discount rate applied globally to all retail product prices for this customer only
decimal
Precision: 5.2
mbr_email
Email
Members primary email address
text
mbr_email_accounts
Accounts Email
Alternative email address just for accounts related messages
text
mbr_email_fail_reason
Email fail reason
If email was detected as failed by our mail servers, then this message as per the logs
text
mbr_email_fail_time
Email fail time
If the email address failed during sending on our mail servers, then this was the time it happened
timestamp
e.g. 2025-12-31 23:59:59
mbr_email_validated
Email validation data
Email quality validation data
text
mbr_expiry
Expiry / Renewal
What is the expiry date for this user, when involved in a time based subscription
date
e.g. 2025-12-31
mbr_followup
Followup Date Due
When should we next contact this customer
date
e.g. 2025-12-31
mbr_gender
Gender
Gender of the customer, single chracter, eg M or F
char
mbr_groups_summary
Groups summary
A CSV list of all the groups this customer belongs to (read only)
text
mbr_id
ID
The primary ID of the member record. System generated serial integer (readonly)
Integer (Unique ID)
Max Len: 11
mbr_ipaddr
IP Address Legacy
LEGACY / DELETE
text
mbr_ipaddress
IP Address
IP Address of the user
inet
mbr_jobtitle
Job Title
Customers job title
text
mbr_lang
Language Preferred
Customers preferred language
text
mbr_last_activity
Timestamp last activity
Timestamp of the last human initiated activity, could be login, enquiry or purchase
timestamp
e.g. 2025-12-31 23:59:59
mbr_last_login
Timestamp last login
Timestamp of the last login
timestamp
e.g. 2025-12-31 23:59:59
mbr_last_siteid
Last Website Edited
Internal use, for which website was last edited by this user.
int
mbr_level
User Level
Security level of the customer, references the mbr_level table, 100 is a general member, 0 do not contact, 200 is an authorised level etc.
int
mbr_logins
Login Count
Count of logins all time
int
mbr_message_to_member
message to member
Special use case for a unqiue message to give to this user but not the same as the welcome message.
text
mbr_mobile
Phone Mobile
Mobile phone number
text
mbr_notes
Notes
Primary notes field for a customer. this notes field may show as an alert against the customer in mutliple pages
text
mbr_order_count
Lifetiime order count
Total order count in customer life cycle
int
mbr_order_last
Timestamp last order
Timestamp of the last order placed by this customer
timestamp
e.g. 2025-12-31 23:59:59
mbr_order_total
Lifetiime Order total
Total lifecycle customer value
decimal
Precision: 12.2
mbr_password
Password Encrypted
MD5 encrypted password field.
text
mbr_phone
Phone
Phone number of the customer
text
mbr_points_balance
Balance Points
Loyalty points balance
decimal
Precision: 10.2
mbr_postcode
mbr postcode
Postcode of the primary address
text
mbr_preferred_card_id
mbr preferred card id
Preferred credit card ID
int
mbr_pricegrp
Price Group
Price group, blank or price for retail, or priceA,priceB,priceC,priceD,priceE,priceF,priceG
text
mbr_reference
mbr reference
Customer Account number, often used to reference a third party system
text
mbr_referred
Referred By
Name of the organisation or website who referred this customer
text
mbr_referredby
Referred By ID
Affiliate ID, Integer ID references another member record who is recorded as the affiliate
int
mbr_sales_rep_id
mbr sales rep id
References another member record who is the sale representative and who would have administrative access to POS etc
int
mbr_sechash
mbr sechash
A short term hash that can be used for a customer to access their account via a one time key sent by email
text
mbr_sechash_reset
Timestamp Hash Reset
The date/time that the last hash was generated
timestamp
e.g. 2025-12-31 23:59:59
mbr_security_group_email
mbr security group email
An email address that connects multiple member records together, in some systems a customer needs more than 1 account, eg for each currency in unleashed
text
mbr_settings_json
Settings
Custom settings, mainly used for staff members
text
mbr_source
mbr source
From where did this customer originate, website, shop, etc
text
mbr_state
mbr state
State or Region of the customer address
text
mbr_statements
mbr statements
JSON structure representing a history of statements sent to the customer
json
mbr_suburb
mbr suburb
Suburb of the primary address
text
mbr_terms_agreed
Timestamp terms agreed
A timestamp when terms and conditions were last agreed
timestamp
e.g. 2025-12-31 23:59:59
mbr_title
Title
LEGACY / DELETE
text
mbr_updated
Timestamp updated via web
The date this member record was last updated
timestamp
e.g. 2025-12-31 23:59:59
mbr_updated_via_api
Timestamp updated via api
The date this member record was last updated from an external API
timestamp
e.g. 2025-12-31 23:59:59
mbr_url
Website URL
URL to the company website of this person
text
mbr_utm_campaign
UTM campaign
UTM campaign from first lead
text
mbr_utm_medium
UTM medium
UTM medium from first lead
text
mbr_utm_source
UTM source
UTM source from first lead
text
mbr_welcome
Welcome Message
A unique welcome message just for this user only, may have confidential data
text

Usage Instructions and Examples

Security Levels

Member records must belong to a status/member level, that indicates how powerful the user is, or how relevant the person is for future conversations. eg they can range from blocked/spammers up to general members, up to opt in members, up to authorised levels who can login and get special pricing. To get full breakdown of the member status use the reference/memberlevel endpoint or refer to our help docs with a full explanation of membership levels

Add a new member

To add a new member do not provide the member id. The rest of the information will be used to create a new member. It is a good idea to atleast provide the member email, name, phone and address while creating a new member. Member level should not be more than 500. To get a breakdown of member levels refer to Referene Endpoint /reference/memberlevel. You can create a Member to be Opt In member by providing OptIn name with value "yes". Email address is treated as a unique key, to ensure unique email accounts, with an optional override ?AllowDuplicateEmailAccounts=1

Example:

{

  "mbr_name": "name",

  "mbr_email": "abc@xyz.com",

  "optIn": true

}

Update an existing member

To update an existing member please provide either an existing member id, or reference, or email address. 

Reference or Email address are assumed to be an alternative unique key when no ID is provided. It remains possible that duplicates may already exist, so our system will only select the first record it finds during a POST update. If reference is provided, then the email lookup is ignored.  

If you provide the form post parameter ?AllowDuplicateEmailAccounts=1  then the email lookup step is ignored, and typically the record will then be inserted. 

Rest of the JSON data will be used to update the member. You can update a Member to be Opt In member by providing OptIn name with value "yes". 

Example:

{

  "id": 1234

  "mbr_name": "name",

  "mbr_email": "abc@xyz.com",

  "optIn": "yes"...

}

Manage Member Group Associations

Members can belong to different groups which can be used for different purposes. To link a member to a group include memberGroups array in your body. You must include a group name or id. If group does not exist we will create a new group.
The below example will create a new member and link it to the Member Groups.

Example using group names:

{

  "mbr_name": "name",

  "mbr_email": "abc@xyz.com",

  "memberGroups": [

         "Auckland",

          "Team 1"

    ]

}

Example using group name or id:

{

  "mbr_name": "name",

  "mbr_email": "abc@xyz.com",

  "memberGroups": [

     {

        "name": "group 2"

     }, 

     {

        "id": 1234

      }

   ]

}

Delete Member Groups

Our API has been designed to make it easy to send minimal data to add a member to a group.  So if you simply exclude a group, this does not remove the member from the group. If you provide a group(s), the member is added to the group. 

If you want to delete group associations, then you will need to supply a complete array of member groups and add a request parameter, or a json data parameter (in top level) called "DeleteMissingArrayElements" and we will delete any items that are not in your array.  If you use this feature, it could affect any use of arrays within the member object, not just the groups.

Sample Object


{
"mbr_addr":"Suite 14,
386 Richmond Road",
"mbr_id":3936780,
"mbr_lang":"en-GB",
"mbr_country":"New Zealand",
"mbr_order_last":"2021-07-13 17:20:38.026492",
"mbr_password":"abklflw2435nnk",
"mbr_loginfails":0,
"mbr_order_count":2,
"mbr_order_total":"62.50",
"mbr_balance":"0.00",
"mbr_balance60days":"0.00",
"mbr_jobtitle":"Software Developer",
"mbr_company":"Web Widgets Ltd",
"mbr_grp":"Shopping",
"mbr_balance90days":"0.00",
"mbr_uiver":"1",
"mbr_level":150,
"mbr_city":"Auckland",
"id":3936780,
"mbr_email_format":"H",
"memberGroups":[
{
"name":"Enquiry Form",
"id":28303
}
],
"mbr_mobile":"02101234567",
"mbr_points_balance":"0.00",
"mbr_postcode":"1021",
"mbr_email":"abc@xyz.com",
"mbr_groups_summary":"[Enquiry Form]",
"mbr_source":"Shopping",
"mbr_settings_json":
{
}
,
"digestregularity":0,
"mbr_ipaddr":"172.31.25.20",
"mbr_logins":1,
"mbr_suburb":"Grey Lynn",
"mbr_sechash":"abcd435j",
"mbr_last_activity":"2021-10-06 12:39:15.232054",
"mbr_balance30days":"0.00",
"mbr_aff_hits":0,
"mbr_gender":"M",
"mbr_last_siteid":0,
"mbr_created":"2021-07-13 17:06:47.524542",
"mbr_name":"Test Name",
"mbr_updated":"2021-10-06 12:39:15.232054",
"mbr_last_login":"2021-08-05 14:28:48.806696",
"mbr_phone":"12345678",
"mbr_birthdate":"yyyy-mm-dd",
"mbr_referredby":0,
"cid":1111
}