Hi all, can anyone help point me in the right direction on how to automate, import or API create a client with additional contacts please?
I know this can be done manually, but that’s not practical when importing or managing hundreds of existing clients.
The CSV import only allows a single contact per client.
Zapier and Integromat integrations only seem to allow a single contact per client - They will create a duplicate client with the secondary contact details.
Thanks in advance.
Hi,
This is supported with the API, you can see an example here:
Hi @1stBalco
I am not sure about Zapier but in the Integromat module, the contact is an object where it needs to be an array. I have created a custom module for this. If you want, you can create you own app in Integromat for this.
https://docs.integromat.com/apps/
{
"baseUrl": "{{connection.systemurl}}/api/v1",
"headers": {
"X-Ninja-Token": "{{connection.apiKey}}"
},
"log": {
"sanitize": ["request.headers.authorization"]
}
}
{
"url": "{{parameters.systemurl}}/api/v1/accounts",
"headers": {
"X-Ninja-Token": "{{parameters.apiKey}}"
},
"log": {
"sanitize": ["request.headers.X-Ninja-Token"]
}
}
[
{
"name": "systemurl",
"type": "url",
"label": "System URL",
"required": true
},
{
"name": "apiKey",
"type": "text",
"label": "API Key/Token",
"required": true
}
]
Type: Action
Module Action: Update
{
"url": "/clients/{{parameters.id}}",
"method": "PUT",
"body": "{{parameters}}",
"response": {
"output": "{{body}}"
}
}
[
{
"name": "id",
"label": "ID",
"type": "number"
},
{
"name": "name",
"label": "Name",
"type": "text"
},
{
"name": "address1",
"label": "Billing address 1",
"type": "text"
},
{
"name": "address2",
"label": "Billing address 2",
"type": "text"
},
{
"name": "city",
"label": "Billing city",
"type": "text"
},
{
"name": "state",
"label": "Billing state",
"type": "text"
},
{
"name": "postal_code",
"label": "Billing postal code",
"type": "text"
},
{
"name": "country_id",
"label": "Billing country ID",
"type": "number"
},
{
"name": "shipping_address1",
"label": "Shipping address 1",
"type": "text"
},
{
"name": "shipping_address2",
"label": "Shipping address 2",
"type": "text"
},
{
"name": "shipping_city",
"label": "Shipping city",
"type": "text"
},
{
"name": "shipping_state",
"label": "Shipping state",
"type": "text"
},
{
"name": "shipping_postal_code",
"label": "Shipping postal code",
"type": "text"
},
{
"name": "shipping_country_id",
"label": "Shipping country ID",
"type": "number"
},
{
"name": "work_phone",
"label": "Work phone",
"type": "text"
},
{
"name": "website",
"label": "Website",
"type": "text"
},
{
"name": "vat_number",
"label": "VAT Number",
"type": "text"
},
{
"name": "id_number",
"label": "ID Number",
"type": "text"
},
{
"name": "custom_value1",
"label": "Custom value 1",
"type": "text"
},
{
"name": "custom_value2",
"label": "Custom value 2",
"type": "text"
},
{
"name": "task_rate",
"label": "Task rate",
"type": "number"
},
{
"name": "payment_terms",
"label": "Payment terms",
"type": "number"
},
{
"name": "private_notes",
"label": "Private note",
"type": "text"
},
{
"name": "public_notes",
"label": "Public note",
"type": "text"
},
{
"name": "industry_id",
"label": "Industry ID",
"type": "number"
},
{
"name": "size_id",
"label": "Size ID",
"type": "number"
},
{
"name": "language_id",
"label": "Language ID",
"type": "number"
},
{
"name": "currency_id",
"label": "Currency ID",
"type": "number"
}
{
"name": "contacts",
"label": "Contacts",
"type": "array",
"spec": {
"type": "collection",
"spec": [
{
"name": "id",
"label": "Contact ID",
"type": "number"
},
{
"name": "first_name",
"label": "First name",
"type": "text"
},
{
"name": "last_name",
"label": "Last name",
"type": "text"
},
{
"name": "email",
"label": "Email",
"type": "text"
},
{
"name": "phone",
"label": "Phone",
"type": "text"
},
{
"name": "custom_value1",
"label": "Custom value 1",
"type": "text"
},
{
"name": "custom_value2",
"label": "Custom value 2",
"type": "text"
},
{
"name": "send_invoice",
"label": "Send invoice",
"type": "boolean"
}
]
}
}
]
Cheers,
Gijs