Associating a contact with a company/debtor
Heya all, Currently using the MYOB EXO API to create contacts using the api documentation here. That's working fine. However, I've yet to be able to find a way to associate the contact with ...
Forum Discussion
Thanks Will. As mentioned in the post, I've tried setting the default company, but this seems to be an entirely different concept. For example, after setting the default company, the contact won't show up when listing that debtor's contacts.
Hi gwomacks ,
Please log a case via the link that Sean_DC replied with, that will make sure our API support team get you a full response.
That said, I was just able to achieve associating contacts by sending a new DefaultCompanyID through using the format:
"defaultcompanyid": {
"companytype": 1,
"accno": 17
},
Exact packet, using the Motopartz demo data:
{
"jobtitle": "Sales",
"firstname": "Phillip",
"lastname": " Ball",
"fullname": "Phillip Ball",
"directphonenumber": "02 8486 0620",
"mobilephonenumber": "0405 271 460",
"email": "digital@benefitz.example.com",
"postaladdress": {
"line1": "PO BOX 33-1630",
"line2": "NORTH SYDNEY",
"line3": "NSW 2009",
"line4": null,
"line5": null
},
"postalcode": "",
"deliveryaddress": {
"line1": "BENEFITZ ADVERTISING AND GRAPH",
"line2": "46A ALFREDS RD",
"line3": "NORTH SYDNEY",
"line4": "NSW 2009",
"line5": null,
"line6": null
},
"advertsourceid": 0,
"active": true,
"optoutemarketing": false,
"salespersonid": 0,
"defaultcompanyid": {
"companytype": 1,
"accno": 17
},
"extrafields": [],
"id": 100
}
I sent this to the endpoint:
ENVIRONMENT/contact/100/
As a PUT request, and it reassociated the contact. Note the important parts are:
companytype must be specified (1 Debtor, 2 Creditor, 3 Prospect)
accno must be specified.
When using this method, the existing association is removed, so it is not possible to use the API to register a contact simultaneously against multiple accounts at this time. If this feature was needed I'd talk to the implementation partner about adding a custom endpoint with a trigger so you can add the logic required to suit your client.
