Merging Accounts/Contacts
This tutorial should help you merge Accounts or Contact. Before moving forward, make sure your Authentication works and you understand the Key Concepts of the Pipeliner API, and make sure you know how to use API parameters
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
post
https://us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>
/entities/Accounts/merge
post
https://us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>
/entities/Contacts/merge
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_idssecondary_ids -
An Array of Duplicates, use Account IDs to specify the Accounts. All duplicates are automatically deleted
Last modified 1yr ago