Merging Accounts/Contacts
Last updated
Last updated
This tutorial should help you merge Accounts or Contact. Before moving forward, make sure your works and you understand the of the Pipeliner API, and make sure you know how to use
When you have two similar Accounts or Contacts you can use merge functionality to move all data from a duplicate to the master record. The Duplicate will be deleted at the same time
Example of Account Merging
/POST /entities/Accounts/merge
{
"master": {
"id": "4590b5a8-134a-404e-96f5-b40256bebc39"
},
"secondary_ids": [
"109e5d1c-6d10-449b-b244-28438a428926"
]
}master- This record will inherit data from a duplicate defined in secondary_ids
secondary_ids - An Array of Duplicates, use Account IDs to specify the Accounts. All duplicates are automatically deleted
The merging functionality through API works in the same way as
Merger multiple Accounts into master record.
An id of secondary account.
POST /api/v100/rest/spaces/<space_id>/entities/Accounts/merge HTTP/1.1
Host: us-east.pipelinersales.com
Content-Type: application/json
Accept: */*
Content-Length: 1262
{
"master": {
"created": "2019-01-01T00:00:00",
"picture": {
"id": "https://example.com"
},
"account_class": 1,
"account_type_id": "01234567-abcd-dcba-ffff-000000000000",
"address": "string",
"city": "string",
"comments": "string",
"country": "string",
"customer_type_id": "01234567-abcd-dcba-ffff-000000000000",
"email1": "string",
"email2": "string",
"email3": "string",
"email4": "string",
"email5": "string",
"home_page": "string",
"industry_id": "01234567-abcd-dcba-ffff-000000000000",
"name": "string",
"owner_id": "01234567-abcd-dcba-ffff-000000000000",
"parent_account_id": "01234567-abcd-dcba-ffff-000000000000",
"parent_account_relation_type_id": "01234567-abcd-dcba-ffff-000000000000",
"phone1": "string",
"phone2": "string",
"phone3": "string",
"phone4": "string",
"phone5": "string",
"picture_id": "01234567-abcd-dcba-ffff-000000000000",
"quick_parent_account_name": "string",
"share_mode": 0,
"state_province": "string",
"unit_id": "01234567-abcd-dcba-ffff-000000000000",
"zip_code": "string",
"revision": 1,
"social_media": {
"id": "https://example.com"
},
"sharing_units": [
{
"id": "https://example.com"
}
],
"sharing_clients": [
{
"id": "https://example.com"
}
],
"documents": [
{
"id": "https://example.com"
}
],
"is_unsubscribed": false,
"id": "123e4567-e89b-12d3-a456-426614174000"
},
"secondary_ids": [
"123e4567-e89b-12d3-a456-426614174000"
]
}{
"success": true,
"data": {
"is_delete_protected": false,
"id": "01234567-abcd-dcba-ffff-000000000000",
"is_deleted": false,
"modified": "2019-01-01T00:00:00",
"created": "2019-01-01T00:00:00",
"account_type": "https://example.com",
"customer_type": "https://example.com",
"industry": "https://example.com",
"owner": "https://example.com",
"parent_account": "https://example.com",
"parent_account_relation_type": "https://example.com",
"picture": "https://example.com",
"unit": "https://example.com",
"account_class": 1,
"account_type_id": "01234567-abcd-dcba-ffff-000000000000",
"address": "string",
"city": "string",
"comments": "string",
"country": "string",
"customer_type_id": "01234567-abcd-dcba-ffff-000000000000",
"email1": "string",
"email2": "string",
"email3": "string",
"email4": "string",
"email5": "string",
"health_category": "01234567-abcd-dcba-ffff-000000000000",
"health_status": 1,
"home_page": "string",
"industry_id": "01234567-abcd-dcba-ffff-000000000000",
"name": "string",
"owner_id": "01234567-abcd-dcba-ffff-000000000000",
"parent_account_id": "01234567-abcd-dcba-ffff-000000000000",
"parent_account_relation_type_id": "01234567-abcd-dcba-ffff-000000000000",
"phone1": "string",
"phone2": "string",
"phone3": "string",
"phone4": "string",
"phone5": "string",
"picture_id": "01234567-abcd-dcba-ffff-000000000000",
"quick_parent_account_name": "string",
"share_mode": 0,
"state_province": "string",
"unit_id": "01234567-abcd-dcba-ffff-000000000000",
"zip_code": "string",
"revision": 1,
"formatted_name": "string",
"social_media": "https://example.com",
"sharing_units": [
"https://example.com"
],
"sharing_clients": [
"https://example.com"
],
"documents": [
"https://example.com"
],
"is_favorite": false,
"is_unsubscribed": false,
"health": {}
}
}Merger multiple Contacts into master record.
An id of secondary contact.
POST /api/v100/rest/spaces/<space_id>/entities/Contacts/merge HTTP/1.1
Host: us-east.pipelinersales.com
Content-Type: application/json
Accept: */*
Content-Length: 1232
{
"master": {
"created": "2019-01-01T00:00:00",
"picture": {
"id": "https://example.com"
},
"address": "string",
"city": "string",
"comments": "string",
"contact_type_id": "01234567-abcd-dcba-ffff-000000000000",
"country": "string",
"email1": "string",
"email2": "string",
"email3": "string",
"email4": "string",
"email5": "string",
"first_name": "string",
"gender": 0,
"last_name": "string",
"middle_name": "string",
"owner_id": "01234567-abcd-dcba-ffff-000000000000",
"phone1": "string",
"phone2": "string",
"phone3": "string",
"phone4": "string",
"phone5": "string",
"picture_id": "01234567-abcd-dcba-ffff-000000000000",
"position": "string",
"quick_account_name": "string",
"share_mode": 0,
"state_province": "string",
"title": "string",
"unit_id": "01234567-abcd-dcba-ffff-000000000000",
"zip_code": "string",
"revision": 1,
"social_media": {
"id": "https://example.com"
},
"account_relations": [
{
"id": "https://example.com"
}
],
"sharing_units": [
{
"id": "https://example.com"
}
],
"sharing_clients": [
{
"id": "https://example.com"
}
],
"documents": [
{
"id": "https://example.com"
}
],
"exchange_entity_id": "string",
"gapi_entity_id": "string",
"o365_entity_id": "string",
"account_position": "string",
"is_unsubscribed": false,
"id": "123e4567-e89b-12d3-a456-426614174000"
},
"secondary_ids": [
"123e4567-e89b-12d3-a456-426614174000"
]
}{
"success": true,
"data": {
"is_delete_protected": false,
"id": "01234567-abcd-dcba-ffff-000000000000",
"is_deleted": false,
"modified": "2019-01-01T00:00:00",
"created": "2019-01-01T00:00:00",
"contact_type": "https://example.com",
"owner": "https://example.com",
"picture": "https://example.com",
"unit": "https://example.com",
"address": "string",
"city": "string",
"comments": "string",
"contact_type_id": "01234567-abcd-dcba-ffff-000000000000",
"country": "string",
"email1": "string",
"email2": "string",
"email3": "string",
"email4": "string",
"email5": "string",
"first_name": "string",
"gender": 0,
"last_name": "string",
"middle_name": "string",
"owner_id": "01234567-abcd-dcba-ffff-000000000000",
"phone1": "string",
"phone2": "string",
"phone3": "string",
"phone4": "string",
"phone5": "string",
"picture_id": "01234567-abcd-dcba-ffff-000000000000",
"position": "string",
"quick_account_name": "string",
"share_mode": 0,
"state_province": "string",
"title": "string",
"unit_id": "01234567-abcd-dcba-ffff-000000000000",
"zip_code": "string",
"revision": 1,
"formatted_name": "string",
"social_media": "https://example.com",
"primary_account": "https://example.com",
"account_relations": [
"https://example.com"
],
"sharing_units": [
"https://example.com"
],
"sharing_clients": [
"https://example.com"
],
"documents": [
"https://example.com"
],
"is_favorite": false,
"primary_account_account_roles": [
"https://example.com"
],
"primary_account_position": "string",
"account_position": "string",
"is_unsubscribed": false
}
}