Merit Write Customers Confirm
merit_write_customers_confirmConfirms and executes previously previewed write operations to create or update customers and vendors, enabling sync of vendor bank account details like IBAN and SWIFT/BIC after receiving purchase invoices.
Instructions
Confirmed mutating tool. Executes a previously previewed write operation from merit_write_customers when called with confirmation_code and confirmed=true. Create or update customers and vendors. Actions: customer_upsert: Create or update a customer.; vendor_upsert: Create or update a vendor.; vendor_update: Update an existing vendor by Id. Only Id is required; all other fields are optional. Typical use: after receiving a new purchase invoice (e.g. as PDF), verify and sync the vendor's BankAccount (IBAN) and SWIFT_BIC so future payments require no manual lookup. Payload fields: Id (guid, required), Name, CountryCode, Address, City, PostalCode, PhoneNo, PhoneNo2, Email, RegNo, VatRegNo, SalesInvLang, VatAccountable, BankAccount, ReferenceNo, VendGrCode, VendGrId, PayerReceiverName, Dimensions ([{DimId, DimValueId, DimCode}]).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| action | Yes | ||
| id | No | ||
| filters | No | ||
| payload | No | ||
| add_attachment | No | ||
| delivnote | No | ||
| bank_id | No | ||
| confirmation_code | No | ||
| confirmed | No |