Parent child hierarchy

You can create parent-child relationships between your customers in Sequence using the Dashboard or the Customers API. This allows for consolidated billing across a hierarchy of customers. Use parent-child relationships to bill a parent customer for their child customer’s usage (see roll-up billing)

Via Dashboard
Via API

Add a New Customer:
- Click the Add new button and select Customer.
- In the customer details drawer, select the parent customer from the Parent dropdown.
- Click Add New to save.
Edit an Existing Customer:
- Find the customer you want to edit and click Edit Customer.
- In the customer details drawer, select the parent customer from the Parent dropdown.
- Click Update to save changes.

Use the create or update customer endpoint:

You can Create Customer with a specified parentId

cURL

curl --request POST \
--url https://sandbox.sequencehq.com/api/customers \
--header 'Authorization: Basic <credentials>' \
--header 'Accept: application/json' \
--header 'Content-Type: application/json' \
--data '
{
    "parentId": "0347cfb1-d6c3-4c1e-a5b6-f2a83553e70d",
    "address": {
    "line1": "Credit Now",
    "line2": "3180 18th St",
    "town": "San Francisco",
    "postCode": "94110",
    "country": "US"
},
    "legalName": "Sam Lawford",
    "contactName": "Sam Lawford",
    "email": "[email protected]",
    "telephone": "02010001000",
    "paymentReference": "John halls",
    "label": "First US customer"
}

Or Update an existing customer to specify a parentId

cURL

curl --request PUT \
--url https://sandbox.sequencehq.com/api/customers/74e28294-7636-4eb1-949c-0f7f8f31e2d5 \
--header 'Authorization: Basic <credentials>' \
    --header 'Accept: application/json' \
    --header 'Content-Type: application/json' \
    --data '
    {
        "parentId": "0347cfb1-d6c3-4c1e-a5b6-f2a83553e70d",
        "address": {
        "line1": "Credit Now",
        "line2": "3180 18th St",
        "town": "San Francisco",
        "postCode": "94110",
        "country": "US"
    },
        "legalName": "Sam Lawford",
        "contactName": "Sam Lawford",
        "email": "[email protected]",
        "telephone": "02010001000",
        "paymentReference": "John halls",
        "label": "First US customer"
    }

To see what child accounts are associated with a parent, view the customer detail page.

Guides

​Use the create or update customer endpoint:

Use the create or update customer endpoint: