How it works
Each tool call carries a small tag naming your product and the customer. Locus records the tag with the charge. A customer directory you keep from your server adds names and links, so the dashboard shows “Acme Health” instead of an ID.Tag your calls
Send theX-Locus-Attribution header on each tool call, or the attribution option in the SDK:
source, so two products can number their customers independently.
See spend per customer
1
Open Customers
Customers lists every customer with spend in the period, with their
charges over time and top providers.
2
Find a customer
Search by name, website, or ID.
3
Drill in
Select a customer to open Analytics focused on them.
Show names instead of IDs
Keep a customer directory from your server with a key that hastenant:write. Each entry pairs a source and customer ID with a name and, optionally, a website and a link to the customer in your own admin tool. You can send up to 50 customers per request.
If you remove a customer’s name, their charges keep the customer ID and the dashboard shows the ID again. The API reference covers the directory endpoints.
Next steps
Analytics
Investigate spend by person, agent, and provider.
Customer balances
Let customers pay for their own usage.