Customers/Preview a customer merge

Preview a customer merge

POST/partners/customers/merge/preview

Reports what a merge would move, without changing anything.

Read-only. Returns the target and source customers plus a count of every record that would be repointed at the target, so you can show the user the blast radius before committing. Run this before Merge customers — the merge itself cannot be undone through the API.

HMAC signature + Bearer access token

Try this request

Invoices API Projects API Recurring Invoice Templates API

Request body

targetCustomerUuiduuidrequired

The customer that survives the merge and receives every reference.

sourceCustomerUuidsarrayrequired

Customers to fold into the target. Non-empty, capped at 100 per request. The target UUID is ignored if it also appears here, and duplicates are collapsed.

Responses

200What the merge would affect. `affectedItems` counts records on the source customers only.

400targetCustomerUuid missing, sourceCustomerUuids empty or over 100 entries, no distinct source left after the target is excluded, or a source is a firm-managed customer.

404The target or one of the source customers was not found in this workspace.

401Missing or invalid HMAC signature, expired timestamp, or invalid Bearer token. Troubleshoot

403The credential does not have access to this workspace or resource. Troubleshoot

429Rate limit exceeded (100 requests per minute per clientId). Retry after the Retry-After header. Troubleshoot

POSThttps://api.getcount.com/partners/customers/merge/preview

Request

import crypto from 'node:crypto';

const BASE_URL = 'https://api.getcount.com';
const CLIENT_ID = process.env.COUNT_CLIENT_ID;
const CLIENT_SECRET = process.env.COUNT_CLIENT_SECRET;
const ACCESS_TOKEN = process.env.COUNT_ACCESS_TOKEN;

const method = 'POST';
const signingPath = '/customers/merge/preview';
const timestamp = Math.floor(Date.now() / 1000).toString();
const body = {
  "targetCustomerUuid": "dfa3219e-6af8-4c53-997a-037534f63a35",
  "sourceCustomerUuids": [
    "7c8d9e0f-1a2b-4c3d-8e4f-5a6b7c8d9e0f"
  ]
};
const bodyString = JSON.stringify(body);

const bodyHash = crypto.createHash('sha256').update(bodyString).digest('hex');
const baseString = `${method}:${signingPath}:${timestamp}:${bodyHash}`;
const signature = crypto.createHmac('sha256', CLIENT_SECRET).update(baseString).digest('hex');

const response = await fetch(`${BASE_URL}/partners/customers/merge/preview`, {
  method,
  headers: {
    'x-client-id': CLIENT_ID,
    'x-timestamp': timestamp,
    'x-signature': signature,
    'Content-Type': 'application/json',
    Authorization: `Bearer ${ACCESS_TOKEN}`,
  },
  body: bodyString,
});

console.log(await response.json());

Response · 200

{
  "status": "success",
  "message": "Successfully generated merge preview",
  "data": {
    "result": {
      "targetCustomer": {
        "id": "dfa3219e-6af8-4c53-997a-037534f63a35",
        "customer": "Acme Corporation",
        "email": "contact@acme.com",
        "mainPhone": "+1234567890",
        "website": "https://acme.com",
        "status": "active",
        "notes": "Preferred customer. Net-30 terms.",
        "paymentTerm": "net30",
        "taxNumber": null,
        "taxAutoCalculate": false,
        "taxExcluded": false,
        "contactName": "John Doe",
        "billingAddress": {
          "id": "0b2c1f5e-7a9d-4f2b-9c1e-2a4b6d8e0f12",
          "street": "123 Main St",
          "city": "San Francisco",
          "state": "CA",
          "zipCode": "94102",
          "country": "USA"
        },
        "shippingAddress": null,
        "contacts": [
          {
            "id": "a5da3577-bf85-4e3a-aa73-df85ca69bc67",
            "firstName": "John",
            "lastName": "Doe",
            "email": "john@acme.com",
            "phone": "+1234567890",
            "isPrimary": true
          }
        ],
        "taxes": [],
        "salesRep": null,
        "createdAt": "2026-01-15T10:30:00.000Z",
        "updatedAt": "2026-01-28T14:22:30.000Z"
      },
      "sourceCustomers": [
        {
          "id": "7c8d9e0f-1a2b-4c3d-8e4f-5a6b7c8d9e0f",
          "customer": "Acme Corp.",
          "email": "contact@acme.com",
          "mainPhone": "+1234567890",
          "website": "https://acme.com",
          "status": "active",
          "notes": "Preferred customer. Net-30 terms.",
          "paymentTerm": "net30",
          "taxNumber": null,
          "taxAutoCalculate": false,
          "taxExcluded": false,
          "contactName": "John Doe",
          "billingAddress": {
            "id": "0b2c1f5e-7a9d-4f2b-9c1e-2a4b6d8e0f12",
            "street": "123 Main St",
            "city": "San Francisco",
            "state": "CA",
            "zipCode": "94102",
            "country": "USA"
          },
          "shippingAddress": null,
          "contacts": [
            {
              "id": "a5da3577-bf85-4e3a-aa73-df85ca69bc67",
              "firstName": "John",
              "lastName": "Doe",
              "email": "john@acme.com",
              "phone": "+1234567890",
              "isPrimary": true
            }
          ],
          "taxes": [],
          "salesRep": null,
          "createdAt": "2026-01-15T10:30:00.000Z",
          "updatedAt": "2026-01-28T14:22:30.000Z"
        }
      ],
      "affectedItems": {
        "transactions": 18,
        "journalEntries": 2,
        "invoices": 7,
        "estimates": 1,
        "creditMemos": 0,
        "documents": 3,
        "projects": 1,
        "recurringInvoiceTemplates": 0,
        "timeEntries": 12,
        "bills": 0,
        "vendorMemos": 0,
        "smsMessages": 0,
        "customerContacts": 2,
        "customerAddresses": 1,
        "customerTaxes": 0,
        "customerStatments": 0,
        "automationActions": 0,
        "automationConditionCustomers": 0,
        "reportHistoryCustomers": 0,
        "customerNotes": 4,
        "sourceCustomersToDelete": 1
      },
      "note": "All references from Acme Corp. will be moved to Acme Corporation. Source customer(s) will be soft deleted (marked as inactive and deleted)."
    }
  }
}