Set customer relationship

Sets or replaces the customer relationship of a note.

• A note can be linked to one customer only — either a User or a Company.
• If a customer relationship already exists, it will be replaced with the new one provided.

This is useful for attributing feedback to the correct user or company, especially when syncing notes from support systems or CRMs.

To remove the customer relationship completely, use the DELETE /v2/notes/{id}/relationships/customer endpoint.

Code examples

• Replace <note-id> with the ID of the note.
• Replace <target-id> with the ID of the customer (user or company).
• Replace <your-token> with a valid API token.

Link a company to a note:

curl -X PUT "https://api.productboard.com/v2/notes/<note-id>/relationships/customer" \
  -H "Authorization: Bearer <your-token>" \
  -H "Content-Type: application/json" \
  -d '{
    "data": {
      "type": "company",
      "target": {
        "id": "<target-id>",
        "type": "company"
      }
    }
  }'

Link a user to a note:

curl -X PUT "https://api.productboard.com/v2/notes/<note-id>/relationships/customer" \
  -H "Authorization: Bearer <your-token>" \
  -H "Content-Type: application/json" \
  -d '{
    "data": {
      "type": "user",
      "target": {
        "id": "<target-id>",
        "type": "user"
      }
    }
  }'