Create/Update Persons
This endpoint creates or updates multiple person records passed as a list in the request’s body.
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:
- By external reference. A person record will be updated if the provided
external_ref
in the request body is an exact match. - 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:
would be accepted as it provides an email address AND a first name, but
would not be accepted, as it fails to provide a value for an attribute from the second group (no first or last name provided).
Header
The authentication token for your request.
Body
A list of person entries to create or update.
Response
True if the person creation was successful, false otherwise.
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
Status Code - 401
Status Code - 401
Status Code - 400
Returned if both of the group_ids and groups_external_refs attributes are provided for a person