Skip to main content
POST
This API endpoint allows you to create or update multiple person records. The API will attempt to match these records with existing person records within the scope of the provided groups. If a match is found, the existing person record will be updated with the information provided. If no match is found, a new person record will be created and scoped to the provided groups. If no groups are provided, any updated or created person records will be scoped to all groups the logged in user has access to. If you do not have access to one of the groups you have provided, the endpoint will not attempt to match the person record against records in that group and any newly created persons will not be assigned to the group. You can provide either a group id via the group_id parameter or a group external reference via the group_external_ref attribute. If both are provided for any of the person records in ther request body, the request will not be successful. Matching of the person records is done in the following order:
  1. By external reference. A person record will be updated if the provided external_ref in the request body is an exact match.
  2. By email address (email_address) or phone number (phone_number).
For a new person record to be successfully created, you must provide either an external reference (external_ref) or any combination of phone number (phone_number) or email address (email_address) AND first name (first_name) or (last_name). For example:
Example Request
would be accepted as it provides an email address AND a first name, but
Example Request
would not be accepted, as it fails to provide a value for an attribute from the second group (no first or last name provided).
Authorization
string
default:"none"
required
The authentication token for your request.

Body

persons
[object]
default:"none"
required
A list of person entries to create or update.

Response

success
boolean
True if the person creation was successful, false otherwise.
persons
string
A list of the persons that have been created or updated, along with their internal identifiers

Errors

Listed below are common errors that may be returned by the endpoint, along with their corresponding status code. Status Code - 400
Missing Authorization header
Status Code - 401
Expired Authorization header bearer token value
Status Code - 401
Invalid Authorization header bearer token value
Status Code - 400 Returned if both of the group_ids and groups_external_refs attributes are provided for a person
Both group ids and external refs provided for the person find operation