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Get Customer Matching Configuration

GET 

/api/qbo/integration-instances/:integrationInstance/matching-config

Get the customer matching configuration for a QuickBooks Online integration instance. If no configuration has been saved yet, the defaults are returned.

Authorization

Any valid API token can call this endpoint — no specific scope required. Manage tokens.

Fields:

  • weights - relative importance (0-100) of each signal: email, company, name, address, phone.
  • thresholds - score cutoffs (0-100): proposals scoring at or above auto are auto-suggested; at or above review they land in the review queue; below review they are hidden.
  • generic_email_handling - how shared mailbox addresses (info@, sales@, ...) are scored: demote (half credit), ignore (no credit), or accept (full credit).
  • generic_local_parts - the list of email local parts treated as generic.
  • fuzzy_company / fuzzy_name - whether near-matches count for the company and name signals.
  • auto_commit_auto_suggested - whether proposals in the auto bucket should be committed without manual review.

Returns 404 if the integration instance does not exist.

Authentication: Requires Bearer token.

Request

Responses

OK

Response Headers
    Content-Type