Method:API Q&A

Re: API POST Contact / Not OtherName

sp9001 — Wed, 08 Feb 2023 02:07:25 GMT

Fantastic, thanks for the clarification. I really appreciate your help with tis

Re: API POST Contact / Not OtherName

Method_Paul — Mon, 06 Feb 2023 16:14:15 GMT

"Ok I think the problem I was running into was that I was hitting the Contact end point, and nothing was happening. But I hit the customer end point and it will make the entity, and the contact at the same time?"

-Yes. This is correct.

-Worth pointing out though, that you may still need to use the Contact end point to create additional contacts for that same customer.

-You might also need to use the Contact end point to edit more Contact fields of that primary contact.

"Is that similar if I am making a new customer from an action set? Do I create a new record in the customer table instead of the contact or entity table?"

-Exactly the same. Making it via actions should have the same behaviour as via the API.

Re: API POST Contact / Not OtherName

sp9001 — Sun, 05 Feb 2023 02:46:49 GMT

Ok I think the problem I was running into was that I was hitting the Contact end point, and nothing was happening. But I hit the customer end point and it will make the entity, and the contact at the same time?

Is that similar if I am making a new customer from an action set? Do I create a new record in the customer table instead of the contact or entity table?

Re: API POST Contact / Not OtherName

Method_Paul — Fri, 03 Feb 2023 17:21:03 GMT

So, we aren't making this easy on you!

Instead of creating an Entity, create a Customer. That will automatically create an Entity with EntityType Customer.

Here's one I created using PostMan: https://imgur.com/a/BH1Ezn8

Note, when you create a new Customer, it will automatically create a Contact for you. You can query for this contact using the Customer/Entity RecordID that is returned.

In my example here, I got back RecordID 474.

So my RestAPI URL to get the Contact added for that Customer/Entity was:

{{baseUrl}}/api/v1/tables/Contacts?filter=Entity_RecordID eq 474

Sorry this was so confusing!

Paul

Re: API POST Contact / Not OtherName

sp9001 — Fri, 03 Feb 2023 03:45:24 GMT

I'm sorry. I guess then what I'm trying to do is create a new entity that does not set it self as the type "OtherName"

When I post to the entity end point say this data

{
"Name": "Prime Ribs",
"FullName": "Prime Ribs",
"EntityType": "Customer",
"IsActive": true,
"Sublevel": 0,
"CompanyName": "Prime Ribs",
"NameOnCard": "Prime Ribs",
"NameOnCheck": "Solis Foods",
"TenantID": 1,
"Currency": "CAD",
"Currency_RecordID": 196
}

It comes back like this

{
"RecordID": 305,
"Name": "Prime Ribs",
"FullName": "Prime Ribs",
"EntityType": "OtherName",

How can I create a new customer type, and not Entity type?

Re: API POST Contact / Not OtherName

Method_Paul — Thu, 02 Feb 2023 16:42:37 GMT

The Entity ""Supply Central" already existed, and existed as a Vendor.

The relationship between an Entity and a Contact is that an Entity have 1 or many Contacts.

So I could have:

Entity (Customer): Bob Crenshaw

Contact 1: Bob Crenshaw

Contact 2: Betty Crenshaw

Or a business

Entity (Customer): XYZ Industries

Contact 1: Jane Doe

Or a supplier

Entity (Customer): Supply Centry

Contact 1: Mary Jane

Contact 2: Michael Tyson

So, before you create a contact, first make sure an entity exists, and specify that entity in your create request.

Re: API POST Contact / Not OtherName

sp9001 — Thu, 02 Feb 2023 16:29:32 GMT

Thanks for the reply Paul, When you created your contact it looks like it made it as a vendor, how would you specify vendor or contact when creating?

Re: API POST Contact / Not OtherName

Method_Paul — Thu, 02 Feb 2023 16:19:04 GMT

Hi there!

The Contact should belong to an Entity, otherwise it is orphaned. Entities are existing customers, vendors, or OtherName.

This is a JSON I just posted to create a contact:

{

"FirstName" : "Peter",

"LastName" : "Greenman",

"Name" : "Peter Greenman",

"Entity" : "Supply Central",

"Phone" : "(555) 555-1234"

}

It gave me back the RecordID of the newly created contact. When I query the Contacts for that RecordID I get back this:

{

"RecordID": 144,

"Email": null,

"FirstName": "Peter",

"IsOptOutOfBilling": false,

"IsOptOutOfMarketing": false,

"LastName": "Greenman",

"Name": "Peter Greenman",

"Note": null,

"Phone": "(555) 555-1234",

"PortalPassword": null,

"PortalUserName": null,

"SpecialType": null,

"Title": null,

"Mobile": null,

"FaceBookUserName": null,

"LinkedInPublicUserName": null,

"TwitterUserName": null,

"Website": null,

"AltPhone": null,

"Pager": null,

"TagList": null,

"ProfilePic": null,

"ProfilePicFileName": null,

"ProfileImage": null,

"ProfileImageFileName": "PG-6.mci",

"IsExcludedInAERO": false,

"InstagramUserName": null,

"LastModifiedDate": "2023-02-02T15:15:03.653",

"DirectDial": null,

"SkypeUserName": null,

"Entity": "Supply Central",

"Entity_RecordID": 283,

"AccountNumber": "",

"Balance": 1177.0000,

"BillAddressAddr1": "Supply Central",

"BillAddressAddr2": "John Supplier",

"BillAddressAddr3": "",

"BillAddressAddr4": "",

"BillAddressAddr5": "",

"BillAddressCity": "",

"BillAddressCountry": "",

"BillAddressNote": "",

"BillAddressPostalCode": "",

"BillAddressState": "",

"BirthDate": null,

"Campaign": null,

"Class": null,

"CompanyName": "Supply Central",

"CreditLimit": null,

"CustomerType": null,

"EmployeeType": null,

"EntityRecordID": 283,

"EntityType": "Vendor",

"Fax": "",

"FullName": "Supply Central",

"Gender": null,

"IsActive": true,

"IsLeadStatusOnly": false,

"JobDesc": "",

"JobEndDate": null,

"JobProjectedEndDate": null,

"JobStartDate": null,

"JobType": null,

"ParentFullName": null,

"PreferredPaymentMethod": null,

"PriceLevel": null,

"PrintAs": "",

"ResaleNumber": "",

"SalesRep": null,

"SalesTaxCode": null,

"SalesTaxItem": null,

"ShipAddressAddr1": "",

"ShipAddressAddr2": "",

"ShipAddressAddr3": "",

"ShipAddressAddr4": "",

"ShipAddressAddr5": "",

"ShipAddressCity": "",

"ShipAddressCountry": "",

"ShipAddressNote": "",

"ShipAddressPostalCode": "",

"ShipAddressState": "",

"Sublevel": null,

"Terms": null,

"TotalBalance": 0.0000,

"VendorType": null,

"SalesRepRecordID": null,

"LeadStatus": "Qualified",

"LeadSource": null,

"LeadRating": null,

"LeadConvertedDate": "2011-10-31T22:23:40",

"EntityCreatedDate": "2011-11-01T02:23:28.013",

"LastActivityCompletedDate": "2019-04-19T18:57:54.203",

"LastCompletedActivity": 287,

"NextActivityDueDate": null,

"NextPendingActivity": null,

"AssignedTo": null,

"AssignedToRecordID": null,

"Currency": null,

"TenantID": 1,

"TenantID_RecordID": 1

}

So the missing piece for you is to assign the Entity in your contact creation.

Paul

API POST Contact / Not OtherName

sp9001 — Wed, 01 Feb 2023 03:03:49 GMT

When I'm creating a new contact record with the API or even with an action set. The new contact type is always "OtherName"

Does anyone know what is causing this? Or how I can go about automatically making a new contact record without it saying this? It should just be "Customer" but I cannot figure it out.