API DOCUMENTATION Last Update: July 2025

Pre-Existing Report: Customer Balances

Generate a report with all the customer balances for the given campaign.

 

Headers

  Key   Value   Note
api_access_key user_api_key Optional

 

 

The data to be submitted to the API is composed of the following fields:

 

  field   Example   Note
user_id john1970 Required
user_password 1959caadac9b13dcb3 Required if not included in the headers
account_id greatwidgets Required
type reports Required
report customers_balances Required
coalition_balance coalition_points or coalition_storedvalue Optional, see notes.
campaign_id 123456789012 Required
offset 100 Optional
limit 50 Optional
Output Format:
output JSON or XML Optional. If not provided, defaults to XML
callback someFunctionName Optional: JSONP format
condensed yes Optional (No white space)
Applies only to JSON(P) output

 

Notes:

  • Headers: the user_api_key value can be included in either the header section or the body of the request. If the key is provided in both locations, the API will process and validate only the value provided in the headers.

  • NEW Note: To get the Balances Report for the Points Coalition use field: coalition_balance and value: coalition_points. This will provide the customer's points balances accross the coalition. Campaigns that are marked as "opt-out" are not included.
  • NEW Note: To get the Balances Report for the Gift Card Coalition use field: coalition_balance and value: coalition_storedvalue. This will provide the customer's gift card balances accross the coalition. Campaigns that are marked as "opt-out" are not included.
  • Only ONE selected_campaign can be run at a time.
  • The offset and limit are optional and can be used to generate paginated lists, or to limit the reporting range into more manageable chunks / lists.

 

Example PHP Request:

If you are using PHP, the $data array would look like this:

  1. $data['user_id'] = 'john1970';
  2. $data['user_password'] = '1959caadac9b13dcb3';
  3. $data['account_id'] = 'greatwidgets';
  4. $data['type'] = 'reports';
  5. $data['report'] = 'customers_balances';
  6. $data['campaign_id'] = '123456789012';
  7. $data['offset'] = '100';
  8. $data['limit'] = '50';

 

Success XML Response (New / Updated User):

  1. <response status="success">
  2. <customer>
  3. <card_number>12345678</card_number>
  4. <code>173648028775637382</code>
  5. <first_name>Jane</first_name>
  6. <last_name>Doe</last_name>
  7. <email>jdoe@email.com</email>
  8. <phone>555-5555</phone>
  9. <address1>123 Main St.</address1>
  10. <address2>Apt 3G</address2>
  11. <city>Anytown</city>
  12. <state>ND</state>
  13. <zip>12345</zip>
  14. <country>NZ</country>
  15. <custom1>She likes cheese!</custom1>
  16. <custom_date>1970-07-14</custom_date>
  17. <customer_username>jdoe123</customer_username>
  18. <record_timestamp>2011-05-07 14:38:59</record_timestamp>
  19. <earned>6021</earned>
  20. <redeemed>-6001</redeemed>
  21. <balance>20</balance>
  22. <balance_equivalent>0.02</balance_equivalent>
  23. <earned_equivalent>6.02</earned_equivalent>
  24. <redeemed_equivalent>-6</redeemed_equivalent>
  25. </customer>
  26. ...
  27. </response>

 

Error XML Response:

  1. <response status="error">
  2. <error>Error message</error>
  3. </response>