Overview
Update a contact in the database via an http form post.
Post Url
https://www.allclients.com/api/2/UpdateContact.aspx
- SSL is requred
- White Label CRM Customers: Replace www.allclients.com with your White Label CRM domain name.
Important Note
Submitting a blank field (for all non-required fields) will result in clearing the data for that field out of the database. If you don’t want to change a field, do not submit it with the form.
Form Fields
| Field | Max Length* | Required | Notes |
| response_type | No | Default results will be returned in XML. Set this field value to json to return results in JSON format | |
| accountid | Yes | Must be numeric. Account ID for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel | |
| apikey | Yes | API Key for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel | |
| identifymethod | 1 | Yes | Values:
1 : By contactid (It’s recommended that you use this method and store our contactid in your system) 2 : By primary email on file. If there are multiple matches for the email address, we will choose the first one (by add date) 3: By email or other email on file. If there are multiple matches for the email address, we will choose the first one (by add date) |
| identifyvalue | 75 | Yes | Value changes based on indentifymethod. Must be integer if contactid, otherwise must be an email address on file |
| firstname | 50 | No | Database requires both first and last name |
| lastname | 50 | No | Database requires both first and last name |
| birthday | 10 | No | Birthday year is optional. Use only formats MM/DD or MM/DD/YYYY. Zero pad leading digits, so month and day are always 2 digits. January 5th is 01/05. |
| otherfirstname | 50 | No | |
| otherlastname | 50 | No | |
| otherbirthday | 10 | No | Birthday year is optional. Use only formats MM/DD or MM/DD/YYYY. Zero pad leading digits, so month and day are always 2 digits. January 5th is 01/05. |
| company | 50 | No | |
| address | 50 | No | |
| city | 50 | No | |
| state | 20 | No | Recommended that this be the 2 digit state code for US addresses |
| postalcode | 20 | No | |
| phone1 | 20 | No | Will automatically be formatted to (xxx) xxx-xxxx |
| phone1note | 20 | No | Recommended that description is used if known (work, home, mobile, etc…) |
| phone1textoptin | 1 | No | Use value of “1” to opt in Phone 1 for texting |
| phone2 | 20 | No | Will automatically be formatted to (xxx) xxx-xxxx |
| phone2note | 20 | No | |
| phone2textoptin | 1 | No | Use value of “1” to opt in Phone 2 for texting |
| phone3 | 20 | No | Will automatically be formatted to (xxx) xxx-xxxx |
| phone3note | 20 | No | |
| phone3textoptin | 1 | No | Use value of “1” to opt in Phone 3 for texting |
| phone4 | 20 | No | Will automatically be formatted to (xxx) xxx-xxxx |
| phone4note | 20 | No | |
| phone4textoptin | 1 | No | Use value of “1” to opt in Phone 4 for texting |
| fax | 20 | No | Will automatically be formatted to (xxx) xxx-xxxx |
| 75 | No | ||
| custom1 | 50 | No | |
| … | … | … | Custom 1 through 20 |
| custom20 | 50 | No | |
| memo | 50 | No | Brief memo for contact. This is not a note, but a brief memo that shows up on the contact’s page. Recommended less than 100 characters. |
| category | 50 | No | Must match the name of an existing Category exactly. Any mismatch will result in the category not being assigned. |
| category2 | 50 | No | Must match the name of an existing Category2 exactly. Any mismatch will result in the category2 not being assigned. (This is the customizable contact) |
| source | 50 | No | Must match the name of an existing Source exactly. Any mismatch will result in the source not being assigned. |
| othersystemid | 32 | No | For tracking the ID of this contact in another system |
| referredbyid | No | The Contact ID of the referring contact. Set to 0 (zero) to clear out the referral. | |
| adddate | No | Also include a time, since server time is US Central. If you don’t know a time, we suggest you use noon for your time zone, otherwise the displayed date may be a day early based on your time zone. Example: 1/30/2001 2:00PM | |
| inactive | No | Use value of “1” to mark this contact as inactive. Use value of “0” to mark this contact as active. |
* An error will not result if Max Length is exceeded. Data will be trimmed to this length.
Sample Results
Success Message
<?xml version="1.0"?>
<results>
<message>Success</message>
<contactid>15631</contactid>
</results>
Sample Failure Message
<?xml version="1.0"?>
<results>
<error>Authentication failed</error>
</results>
<?xml version="1.0"?>
<results>
<error>Update failed: Contact not found</error>
</results>
