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Create and Update a Client

Explore how to create new client records, update existing ones, and list all clients in your FreshBooks account using Python. Understand required API endpoints, request headers, and responses to manage clients effectively with authentication.

Overview

In the previous lesson, we extracted the ACCOUNT_ID of the authenticated user. By ‘user,’ we mean an admin who manages and interacts with the application. A user is responsible for making all API calls. Meanwhile, a client is an entity for which a user maintains records.

This chapter walks us through some of the operations related to clients and contacts. In this lesson, we’ll create a new client and update it using the following endpoints:

  • Create and list clients: {base_url}/accounting/account/{ACCOUNT_ID}/users/clients
  • Update a client: {base_url}/accounting/account/{ACCOUNT_ID}/users/clients/{CLIENT_ID}

Note: These endpoints of clients require user:clients:read and user:clients:write permissions to perform the intended tasks.

Create a client

In this section, we’ll create a new client using the {base_url}/accounting/account/{ACCOUNT_ID}/u ...