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480 lines
12 KiB
Plaintext
480 lines
12 KiB
Plaintext
import Tabs from '@theme/Tabs';
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import TabItem from '@theme/TabItem';
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# How to Manage Customer Groups
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In this document, you’ll learn how to use the customer groups admin APIs to manage customer groups and their associated customers and price lists.
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## Overview
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Using the Admin API you can manage customer groups by creating, retrieving, updating, and deleting them. You can also manage the customers in a customer group.
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Using the PriceList API you can specify among the conditions the customer groups that the prices will apply to.
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This guide covers how to use these APIs to perform these tasks.
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---
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## Prerequisites
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### Medusa Components
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It is assumed that you already have a Medusa server installed and set up. If not, you can follow our [quickstart guide](../../quickstart/quick-start.mdx) to get started.
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### JS Client
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This guide includes code snippets to send requests to your Medusa server using Medusa’s JS Client, JavaScript’s Fetch API, or cURL.
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If you follow the JS Client code blocks, it’s assumed you already have [Medusa’s JS Client](../../js-client/overview.md) installed and have [created an instance of the client](../../js-client/overview.md#configuration).
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### Authenticated Admin User
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You must be an authenticated admin user before following along with the steps in the tutorial.
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You can learn more about [authenticating as an admin user in the API reference](https://docs.medusajs.com/api/admin/#section/Authentication).
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---
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## Create Customer Groups
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You can create a customer group by sending a request to the Create Customer Group endpoint:
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<Tabs groupId="request-type" wrapperClassName="code-tabs">
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<TabItem value="client" label="Medusa JS Client" default>
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```jsx
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medusa.admin.customerGroups.create({
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name: "VIP",
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})
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.then(({ customer_group }) => {
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console.log(customer_group.id)
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})
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```
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</TabItem>
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<TabItem value="fetch" label="Fetch API">
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```jsx
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fetch(`<SERVER_URL>/admin/customer-groups`, {
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method: "POST",
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credentials: "include",
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headers: {
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"Content-Type": "application/json",
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},
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body: JSON.stringify({
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name: "VIP",
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}),
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})
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.then((response) => response.json())
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.then(({ customer_group }) => {
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console.log(customer_group.id)
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})
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```
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</TabItem>
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<TabItem value="curl" label="cURL">
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```bash
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curl -L -X POST '<SERVER_URL>/admin/customer-groups' \
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-H 'Authorization: Bearer <API_TOKEN>' \
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-H 'Content-Type: application/json' \
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--data-raw '{
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"name": "VIP"
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}'
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```
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</TabItem>
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</Tabs>
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This request requires the `name` parameter and optionally accepts the `metadata` object parameter to be passed in the body. It returns the created customer group.
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---
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## List Customer Groups
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You can get a list of all customer groups by sending a request to the List Customer Groups endpoint:
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<Tabs groupId="request-type" wrapperClassName="code-tabs">
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<TabItem value="client" label="Medusa JS Client" default>
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```jsx
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medusa.admin.customerGroups.list()
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.then(({ customer_groups, limit, offset, count }) => {
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console.log(customer_groups.length)
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})
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```
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</TabItem>
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<TabItem value="fetch" label="Fetch API">
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```jsx
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fetch(`<SERVER_URL>/admin/customer-groups`, {
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credentials: "include",
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})
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.then((response) => response.json())
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.then(({ customer_groups, limit, offset, count }) => {
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console.log(customer_groups.length)
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})
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```
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</TabItem>
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<TabItem value="curl" label="cURL">
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```bash
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curl -L -X GET '<SERVER_URL>/admin/customer-groups' \
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-H 'Authorization: Bearer <API_TOKEN>'
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```
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</TabItem>
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</Tabs>
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This request returns an array of customer groups, as well as pagination fields.
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You can also pass filters and other selection query parameters to the request. Check out the [API reference](https://docs.medusajs.com/api/admin/#tag/Customer-Group/operation/GetCustomerGroups) for more details on available query parameters.
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---
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## Retrieve a Customer Group
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You can retrieve a single customer group by sending a request to the Get a Customer Group endpoint:
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<Tabs groupId="request-type" wrapperClassName="code-tabs">
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<TabItem value="client" label="Medusa JS Client" default>
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```jsx
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medusa.admin.customerGroups.retrieve(customerGroupId)
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.then(({ customer_group }) => {
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console.log(customer_group.id)
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})
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```
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</TabItem>
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<TabItem value="fetch" label="Fetch API">
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```jsx
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fetch(`<SERVER_URL>/admin/customer-groups/${customerGroupId}`, {
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credentials: "include",
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})
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.then((response) => response.json())
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.then(({ customer_group }) => {
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console.log(customer_group.id)
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})
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```
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</TabItem>
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<TabItem value="curl" label="cURL">
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```bash
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curl -L -X GET '<SERVER_URL>/admin/customer-groups/<CUSTOMER_GROUP_ID>' \
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-H 'Authorization: Bearer <API_TOKEN>'
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```
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</TabItem>
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</Tabs>
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This request accepts the ID of the customer group to retrieve as a path parameter. It returns the customer group of that ID.
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---
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## Update a Customer Group
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You can update a customer group’s data by sending a request to the Update Customer Group endpoint:
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<Tabs groupId="request-type" wrapperClassName="code-tabs">
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<TabItem value="client" label="Medusa JS Client" default>
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```jsx
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medusa.admin.customerGroups.update(customerGroupId, {
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metadata: {
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is_seller: true,
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},
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})
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.then(({ customer_group }) => {
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console.log(customer_group.id)
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})
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```
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</TabItem>
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<TabItem value="fetch" label="Fetch API">
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```jsx
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fetch(`<SERVER_URL>/admin/customer-groups/${customerGroupId}`, {
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method: "POST",
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credentials: "include",
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headers: {
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"Content-Type": "application/json",
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},
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body: JSON.stringify({
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metadata: {
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is_seller: true,
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},
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}),
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})
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.then((response) => response.json())
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.then(({ customer_group }) => {
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console.log(customer_group.id)
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})
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```
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</TabItem>
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<TabItem value="curl" label="cURL">
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```bash
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curl -L -X POST '<SERVER_URL>/admin/customer-groups/<CUSTOMER_GROUP_ID>' \
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-H 'Authorization: Bearer <API_TOKEN>' \
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-H 'Content-Type: application/json' \
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--data-raw '{
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"metadata": {
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"is_seller": true
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}
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}'
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```
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</TabItem>
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</Tabs>
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This request accepts the ID of the customer group as a path parameter, and optionally accepts the `name` or `metadata` fields as body parameters. It returns the updated customer group.
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---
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## Delete Customer Group
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You can delete a customer group by sending a request to the Delete a Customer Group endpoint:
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<Tabs groupId="request-type" wrapperClassName="code-tabs">
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<TabItem value="client" label="Medusa JS Client" default>
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```jsx
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medusa.admin.customerGroups.delete(customerGroupId)
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.then(({ id, object, deleted }) => {
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console.log(id)
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})
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```
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</TabItem>
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<TabItem value="fetch" label="Fetch API">
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```jsx
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fetch(`<SERVER_URL>/admin/customer-groups/${customerGroupId}`, {
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method: "DELETE",
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credentials: "include",
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})
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.then((response) => response.json())
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.then(({ id, object, deleted }) => {
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console.log(id)
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})
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```
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</TabItem>
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<TabItem value="curl" label="cURL">
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```bash
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curl -L -X DELETE '<SERVER_URL>/admin/customer-groups/<CUSTOMER_GROUP_ID>' \
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-H 'Authorization: Bearer <API_TOKEN>'
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```
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</TabItem>
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</Tabs>
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This request accepts the ID of the customer group to delete as a path parameter. It returns the ID of the deleted entity.
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---
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## Manage Customers
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### Add Customer to Group
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You can add a customer to a group by sending a request to the Customer Group’s Add Customer endpoint:
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<Tabs groupId="request-type" wrapperClassName="code-tabs">
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<TabItem value="client" label="Medusa JS Client" default>
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```jsx
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medusa.admin.customerGroups.addCustomers(customerGroupId, {
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customer_ids: [
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{
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id: customerId,
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},
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],
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})
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.then(({ customer_group }) => {
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console.log(customer_group.id)
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})
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```
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</TabItem>
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<TabItem value="fetch" label="Fetch API">
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```jsx
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fetch(
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`<SERVER_URL>/admin/customer-groups/${customerGroupId}/customers/batch`,
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{
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method: "POST",
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credentials: "include",
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headers: {
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"Content-Type": "application/json",
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},
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body: JSON.stringify({
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customer_ids: [
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{
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id: customerId,
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},
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],
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}),
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}
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)
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.then((response) => response.json())
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.then(({ customer_group }) => {
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console.log(customer_group.id)
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})
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```
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</TabItem>
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<TabItem value="curl" label="cURL">
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```bash
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curl -L -X POST '<SERVER_URL>/admin/customer-groups/<CUSTOMER_GROUP_ID>/customers/batch' \
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-H 'Authorization: Bearer <API_TOKEN>' \
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-H 'Content-Type: application/json' \
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--data-raw '{
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"customer_ids": [
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{
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"id": "<CUSTOMER_ID>"
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}
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]
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}'
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```
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</TabItem>
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</Tabs>
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This request accepts the ID of the customer group as a path parameter. In its body, it accepts a `customer_ids` array of objects. Each object in the array must have the `id` property with its value being the ID of the customer you want to add.
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### List Customers
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You can retrieve a list of all customers in a customer group using the List Customers endpoint:
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<Tabs groupId="request-type" wrapperClassName="code-tabs">
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<TabItem value="client" label="Medusa JS Client" default>
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```jsx
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medusa.admin.customerGroups.listCustomers(customerGroupId)
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.then(({ customers, count, offset, limit }) => {
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console.log(customers.length)
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})
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```
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</TabItem>
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<TabItem value="fetch" label="Fetch API">
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```jsx
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fetch(`<SERVER_URL>/admin/customer-groups/${customerGroupId}/customers`, {
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credentials: "include",
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})
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.then((response) => response.json())
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.then(({ customers, count, offset, limit }) => {
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console.log(customers.length)
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})
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```
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</TabItem>
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<TabItem value="curl" label="cURL">
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```bash
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curl -L -X GET '<SERVER_URL>/admin/customer-groups/<CUSTOMER_GROUP_ID>/customers' \
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-H 'Authorization: Bearer <API_TOKEN>'
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```
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</TabItem>
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</Tabs>
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This request accepts the ID of the customer group as a path parameter. It returns an array of customers along with pagination fields.
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### Remove Customers from a Group
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:::info
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Removing customers from a group does not remove them entirely. They’ll still be available in your store.
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:::
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You can remove customers from a customer group by sending a request to the Remove Customers endpoint:
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<Tabs groupId="request-type" wrapperClassName="code-tabs">
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<TabItem value="client" label="Medusa JS Client" default>
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```jsx
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medusa.admin.customerGroups.removeCustomers(customer_group_id, {
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customer_ids: [
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{
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id: customer_id,
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},
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],
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})
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.then(({ customer_group }) => {
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console.log(customer_group.id)
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})
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```
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</TabItem>
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<TabItem value="fetch" label="Fetch API">
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```jsx
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fetch(
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`<SERVER_URL>/admin/customer-groups/${customerGroupId}/customers/batch`,
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{
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method: "DELETE",
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credentials: "include",
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headers: {
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"Content-Type": "application/json",
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},
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body: JSON.stringify({
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customer_ids: [
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{
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id: customerId,
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},
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],
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}),
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}
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)
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.then((response) => response.json())
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.then(({ customer_group }) => {
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console.log(customer_group.id)
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})
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```
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</TabItem>
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<TabItem value="curl" label="cURL">
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```bash
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curl -L -X DELETE '<SERVER_URL>/admin/customer-groups/<CUSTOMER_GROUP_ID>/customers/batch' \
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-H 'Authorization: Bearer <API_TOKEN>' \
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-H 'Content-Type: application/json' \
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--data-raw '{
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"customer_ids": [
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{
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"id": "<CUSTOMER_ID>"
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}
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]
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}'
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```
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</TabItem>
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</Tabs>
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This request accepts as a path parameter the ID of the customer group to remove customers from. In its body, it accepts a `customer_ids` array of objects. Each object in the array must have the `id` property with the value being the ID of the customer to remove from the group.
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This request returns the customer group.
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---
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## Use Customer Groups as Conditions in a Price List
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When you create or update a price list, you can specify one or more customer groups as conditions for the price list. You can learn how to do that in the [PriceList API documentation](../backend/price-lists/use-api.mdx).
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---
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## See Also
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- [Customer Groups Overview](../backend/customer-groups/index.md).
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- [Use Sales Channels Admin APIs](../backend/sales-channels/manage-admin.mdx). |