Genex

Interact with Genex API

Actions18

Overview

The Genex node for n8n allows you to interact with the Genex API, specifically targeting customer account management. The Customer → Update Account Details operation enables users to update various details of a customer's account in the Genex system. This is particularly useful for businesses that need to automate updates to customer records, such as changing contract terms, updating notes, or modifying credit information.

Common scenarios:

  • Updating a customer's contract start date and term after renewal.
  • Adding or editing general notes on a customer account.
  • Adjusting the account status or credit category based on business requirements.
  • Modifying the ceiling amount (credit limit) for a customer.

Practical example:
A telecom company uses this node to automatically update customer account statuses and contract terms when customers renew their subscriptions online.

Properties

Name Meaning
Customer Number Must be a valid Genex customer number. Required to identify which customer account to update.
Notes General notes on the customer account. Can be used for internal comments or remarks.
Contract Start Date The start date of the customer's contract.
Contract Term Contract term period in months. Indicates how long the contract lasts from the start date.
Account Status The current status of the account. Mappings are defined in the AccountStatus data structure.
Credit Category The credit category assigned to the customer. List should be requested from your Account Manager.
Ceiling Amount The maximum allowed amount (credit limit) for the customer account.

Output

The node outputs a json object reflecting the response from the Genex API after attempting to update the customer account details. The exact structure depends on the API's response, but typically includes:

  • Confirmation of the update
  • Any error messages or status codes if the update failed
  • Updated customer account details (if provided by the API)

Note: This node does not output binary data.

Dependencies

  • External Service: Requires access to the Genex API.
  • API Credentials: You must configure the genexApi credentials in n8n.
  • Environment: No special environment variables are required beyond standard n8n credential setup.

Troubleshooting

Common issues:

  • Invalid Customer Number: If the provided customer number does not exist or is invalid, the API will likely return an error.
  • Missing Required Fields: Omitting required fields (like Customer Number) will result in errors.
  • Incorrect Account Status or Credit Category: Using values not recognized by Genex may cause the update to fail.

Error messages and resolutions:

  • "Must be a valid Genex customer number": Ensure the customer number exists in Genex.
  • "Mapping defined in AccountStatus data structure": Use only valid status values as per your Genex configuration.
  • "Please request the list from your Account Manager...": Obtain the correct credit categories before using this property.

Links and References

Discussion