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Customer custom fields API

Esther Strom
Community Champion
February 25, 2025

We've recently turned on the Customer & Org Profiles feature in an older JSM project. We've created some custom fields on our customer records, and have enabled the ability to view the fields in the issue view of tickets. 

What we really need, though, is the ability to search (ideally via UI, but I'm guessing it would have to be API) for all customers in a JSM project with a specific field:value pair (i.e. Business Unit = XYZ.) We don't want to look for tickets submitted by a customer; we want the customer records themselves. We do use orgs, but we need to further search/report on groups that cross orgs or don't belong to a specific org based on our custom fields.

I've looked at the JSM API, and it appears that the only customer endpoint is a create function. Doesn't seem to be a way to get a customer by ID, even though customers DO have unique IDs.

ETA that even if all we could do is export the customer records, as long as we could include the custom fields that would be enough right now.

Is there any way to access this info?

1 answer

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Andrea Robbins
Community Champion
March 10, 2025

If you wanted to solve this programmatically, you could as it is using the new group of REST API endpoints found here.

However, if using this for a JQL issue like search, there is a new function to search using the Customer Details fields. Note that however the "is / is not empty" is not possible to use against these fields.

It will look something like this:

reporter in customerDetail("Region", "APAC")

 

Andrea Robbins
Community Champion
March 10, 2025

apologies, just reread this and you are not looking at issues and instead the customers. The REST API is your best bet.

Esther Strom
Community Champion
March 10, 2025

Thank you! I hadn't seen that set of endpoints.

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