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customerUnifiedListByAdvisorId is in Preview status and is subject to change without notice. For more information about Preview status, see the GraphQL API policy.

customerUnifiedListByAdvisorId

Cursor-paged list of unified customers for the advisor (searchable and sortable).

This page contains

    Authorization Rules

    This request requires authorization with at least one of the following scopes:

    Scopes

    ROLE_RESELLER

    ROLE_CHANNEL_ADMIN

    Arguments

    advisorId ID!

    Advisor (tenant) whose customers are listed.

    first Int

    Maximum rows to return.

    after String

    Opaque cursor from a previous response; omit for the first page.

    sort String

    Sort specification, e.g. name,asc. Default: name,asc. Unrecognized field names fall back to name,asc silently (same behavior as review queue sort).

    sourceSystem String

    Filter rows whose sourceSystems list contains the given lineage source system. After the unified-customer-mapping merge graph landed, this matches if any party absorbed by the canonical (or the canonical itself) reports this source system — not only the canonical row's source system.

    sourceSystems [String!]

    Match-any filter on lineage source system. A row matches when the canonical party or any party it absorbed reports at least one of the given source systems. Empty or omitted applies no source-system filter. Takes precedence over the deprecated singular sourceSystem. At most 50 values; more is rejected as a bad request.

    categories [String!]

    Match-any filter on tech-wheel product family (energy, communications, saas, hardware, managed_services, infrastructure). A row matches when the canonical party or any party it absorbed reports at least one of the given categories. Empty or omitted applies no category filter. Independent of sourceSystems. At most 50 values; more is rejected as a bad request.

    entityType String

    Case-insensitive filter: customer entity type must match.

    search String

    Substring search on name, email, source system, or source id.

    updatedAtFrom DateTime

    Inclusive lower bound on the customer's Last Modified timestamp.

    updatedAtTo DateTime

    Inclusive upper bound on the customer's Last Modified timestamp.

    lastActivityFrom DateTime

    Inclusive lower bound on the customer's Last Activity timestamp (most recent quote, order, or merge). Customers with no activity at all are excluded when either bound is supplied.

    lastActivityTo DateTime

    Inclusive upper bound on the customer's Last Activity timestamp (most recent quote, order, or merge). Customers with no activity at all are excluded when either bound is supplied.

    Return Fields

    CustomerUnifiedListConnection! PREVIEW

    Async wrapper for the unified customer directory warehouse query.

    Interactive example

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