MngUpdateCustomer

Updates customer fields. customer_id is required. Password is not changed by this method; use MngSetCustomerPassword.

deposit_allowed and withdrawal_allowed can be updated here and act as global customer-level Cashier gates.

The same method is the manual CRM operation for lead/customer progression through lifecycle_stage; there is no separate lead conversion command. KYC and Cashier activity never changes the stage implicitly. For configured automation, use the workflow action customer.set_lifecycle_stage. The first transition from LEAD records conversion_time automatically.

Access Control

Requires CRM access and set_customers. Both the current customer and the target updated brand / desk must be inside the manager scope. Admin scope bypasses this check.

If the request changes email, phone, or password, set_customer_contacts is also required. If the manager does not have see_customer_contacts, contact fields in the response are masked.

Request

{
  "command": "MngUpdateCustomer",
  "extID": "1",
  "data": {
    "customer_id": 1,
    "lifecycle_stage": 1,
    "crm_stage": "qualified",
    "assigned_manager_id": 10,
    "deposit_allowed": 1,
    "withdrawal_allowed": 1
  }
}

Request Data

Field	Type	Required	Description
customer_id	int	Yes	Customer id
status	int	No	Operational state: 0 active, 1 blocked, 2 archived
lifecycle_stage	int	No	0 lead, 1 registered, 2 KYC pending, 3 KYC approved, 4 first deposit, 5 active trader, 6 dormant
source_type	int	No	0 manual, 1 web, 2 import, 3 affiliate, 4 system
landing_url, referrer_url	string	No	Acquisition URLs
utm_source, utm_medium, utm_campaign, utm_content, utm_term	string	No	Marketing attribution
import_batch_id, old_id	string	No	Import and legacy references
first_contact_time, archive_time	time_t	No	Lifecycle timestamps
deposit_allowed	int	No	1 deposits allowed, 0 deposits blocked globally for this customer
withdrawal_allowed	int	No	1 withdrawals allowed, 0 withdrawals blocked globally for this customer

Response Data

{
  "customer": {
    "customer_id": 1,
    "lifecycle_stage": 1,
    "crm_stage": "qualified",
    "assigned_manager_id": 10,
    "deposit_allowed": 1,
    "withdrawal_allowed": 1
  }
}