Create

Create a client record

Create

ParameterMandatoryDescriptionExamplesMore Info
APIYesThe API areaclients.json
GeneralYesParameters described in overviewAuthorization: Bearer <access_token> header — see Synergist API AuthenticationStructure of an API call
ActionYesThe action to performaction=create
InputYesJSON stringSee below
JSON InputMandatoryDescriptionExamples
clientCategoryYesClient category"clientCategory":3
clientCodeYes/NoClient code. Only pass a client code if the company setting "Own client account numbers" is unchecked"clientCode":"1/BLOGG1"
clientNameYesClient name"clientName":"Bloggs Ltd"
clientCompanyNumberYesClient company number"clientCompanyNumber":1

Client category is either 1 (lead) 2 (prospect) or 3 (client).

Note: if a lead is created yous should also make a second call to create a related client contact for the lead

Example request (OAuth 2.0):

Authorization: Bearer <access_token>
http://<SERVER>/jsonapi/clients.json?&version=6&action=create&input={
  "data": [
    {
      "clientCategory": 3,
      "clientCode": "1/BLOGG1",
      "clientName": "Bloggs Ltd",
      "clientCompanyNumber": 1
    }
  ]
}

Example request (legacy username/password):

http://<SERVER>/jsonapi/clients.json?&version=6&action=create&input={
  "data": [
    {
      "clientCategory": 3,
      "clientCode": "1/BLOGG1",
      "clientName": "Bloggs Ltd",
      "clientCompanyNumber": 1
    }
  ]
}&user=<username>&password=<password>

Example response:

{
  "responsecode": 1,
  "responsestatus": "OK",
  "errorcode": 0,
  "errormessage": "",
  "responsemessage": "data processed successfully.",
  "warningmessage": "",
  "success": true,
  "data": [
    {
      "clientUuid": "AC80A6A24CB212439157C8DFD4F9AC5A",
      "clientCode": "1/P2027",
      "clientTimeStampModified": 1532593065,
      "clientRecordVersionNumber": 0
    }
  ]
}