Create Contact Reference

Create a new contact record using the request JSON body set according to the reference requirements. Detailed information for each field name returns from the contact metadata endpoint.

Request

Field Description
ContactID Data Type: String
Description: Unique identifier for the contact record. If the optional value is not provided, a default GUID is created.
FirstName Data Type: String
Description: First or chosen name. Default: " ".
MiddleName Data Type: String
Description: Middle name. Default: " ".
LastName Data Type: String
Description: Family or given name(s).
Suffix Data Type: Dropdown
Description: Suffix appended to a name that may designate professional or legal status. Default: " ". Sample valid values: "AIA", "EIT", "III", "Jr.", "PE", "PE, RLS", "PhD", "PLS", "RLS", "Sr." from "CodeTable": "CFGSuffix".
PreferredName Data Type: String
Description: Name the person prefers, usually a first name, which may differ from the full name provided. Default: " ".
Title Data Type: String
Description: Professional title typically designated by the organization to which a person belongs. Default: " ".
Source Data Type: String
Description: Source referenced for the contact. Default: " ". Sample valid values: "Brochure", "ClientRefe", "ColdCall", "Management", "Seminar/Co", Email", "Convention", "Walk-In" from "CodeTable": "CFGContactSource".
ClientID Data Type: String
Description: Unique identifier for the client record. Default : " ".
ClientName Data Type: String
Description: Name of the client's firm. Default: " ". Obtain valid names from GET {{url}}/firm.
Vendor Data Type: Vendor
Description: Alphanumeric short string identifier for the consultant or partner name. Default: " ".
Vname Data Type: String
Description: Consultant or partner name. Default: " ".
Email Data Type: String
Description: Email address. Default: " ".
ContactStatus Data Type: Dropdown
Description: "A" = The contact is currently active. "I" = The contact is currently dormant or inactive. Default: "A". Valid values from "CodeTable": "ContactStatus".
CustomCurrencyCode Data Type: String
Description: User defined currency code. Default: " ". Valid values from "CodeTable": "FW_CFGCurrency".
Address1 Data Type: String
Description: Line 1 of the address. Default: " ".
Address2 Data Type: String
Description: Line 2 of the address. Default: " ".
Address3 Data Type: String
Description: Line 3 of the address. Default: " ".
Address4 Data Type: String
Description: Line 4 of the address. Default: " ".
City Data Type: String
Description: Name of the City. Default: " ".
State Data Type: String
Description: Name of the state or province. Default: " ".
Zip Data Type: String
Description: Postal zip code. Default: " ".
Country Data Type: String
Description: Name of the country. Default: " ".
Phone Data Type: String
Description: Phone number. Default: " ".
Fax Data Type: String
Description: Fax number. Default: " ".
CellPhone Data Type: String
Description: Mobile or cellular telephone number. Default: " ".
HomePhone Data Type: String
Description: Home telephone number. Default: " ".
Pager Data Type: String
Description: Telephone number to send a page. Default: " ".
MailingAddress Data Type: String
Description: "Y" designates that this is the physical mailing address which may differ or be the same as the physical office or residential location. "N" designates that this address is not the mailing address. Default: "Y".
FirmAddress1 Data Type: String
Description: Line 1 of the firm's address. Default: " ".
FirmAddress2 Data Type: String
Description: Line 2 of the firm's address. Default: " ".
FirmAddress3 Data Type: String
Description: Line 3 of the firm's address. Default: " ".
FirmAddress4 Data Type: String
Description: Line 4 of the firm's address. Default: " ".
FirmCity Data Type: String
Description: Name of the city where the firm is located / where the firm conducts business. Default: " ".
FirmState Data Type: String
Description: Name of the state or providence where the firm is located / where the firm conducts business. Default: " ".
FirmZip Data Type: String
Description: Postal zip code of the firm. Default: " ".
FirmCountry Data Type: String
Description: Name of the country where the firm is located / where the firm conducts business. Default: " ".
FirmBusinessPhone Data Type: String
Description: Business telephone number for the firm. Default: " ".
FirmBusinessPhoneFormat Data Type: String
Description: Format of the firm's business telephone number set by admin under Settings > Labels and Lists > Lists in the UI. The API does not support or enforce format validation. When creating or updating an object, be sure to pass in the phone number string in the format the organization wants to match across DPS. Formatting only happens client side when set in the UI. Setting this field will return an empty string. Default: " ". Example: "(###)###-###" or "###.###.####".
FirmBusinessFax Data Type: String
Description: Fax telephone number for the firm. Default: " ".
FirmBusinessFaxFormat Data Type: String
Description: Format of the firm's fax telephone number set by admin under Settings > Labels and Lists > Lists in the UI. The API does not support or enforce format validation. When creating or updating an object, be sure to pass in the phone number string in the format the organization wants to match across DPS. Formatting only happens client side when set in the UI. Setting this field will return an empty string. Default: " ". Example: "(###)###-###" or "###.###.####".
FirmPager Data Type: String
Description: Firm's pager phone number. Default: " ".
FirmDescription Data Type: String
Description: Text description of the firm such as its history and purpose. Default: " ".
Memo Data Type: String
Description: Notes about the attribute or element. Default: " ".
Billing Data Type: String
Description: "Y" Yes, this object is included with the billing application. "N" No, the object is not included with the billing application. Default: "N".
PrimaryInd Data Type: String
Description: "Y" Yes, this object is primary. "N" No, this object is not primary. Default: "N".
Addressee Data Type: String
Description: Sender's address. Default: " ".
CLAddress Data Type: String
Description: Client address. Default: " ".
VEAddress Data Type: String
Description: Vendor address. Default: " ".
CreateUser Data Type: String
Description: Name of the person who created the new record. Default: " ".
CreateDate Data Type: Datetime
Description: Date and timestamp when the new record was created. Default: " ".
ModUser Data Type: String
Description: Name of the person who modified an existing record. Default: " ".
ModDate Data Type: Date
Description: Date and timestamp when the existing record was modified. Default: " ".
CellPhoneFormat Data Type: String
Description: Format of the cellular or mobile telephone number set by admin under Settings > Labels and Lists > Lists in the UI. The API does not support or enforce format validation. When creating or updating an object, be sure to pass in the phone number string in the format the organization wants to match across DPS. Formatting only happens client side when set in the UI. Setting this field will return an empty string. Default: " ". Example: "(###) ###-###" or "###.###.####".
HomePhoneFormat Data Type: String
Description: Format of the home telephone number set by admin under Settings > Labels and Lists > Lists in the UI. The API does not support or enforce format validation. When creating or updating an object, be sure to pass in the phone number string in the format the organization wants to match across DPS. Formatting only happens client side when set in the UI. Setting this field will return an empty string. Default: " ". Example: "(###) ###-###" or "###.###.####".
PagerFormat Data Type: String
Description: Format of the pager telephone number set by admin under Settings > Labels and Lists > Lists in the UI. The API does not support or enforce format validation. When creating or updating an object, be sure to pass in the phone number string in the format the organization wants to match across DPS. Formatting only happens client side when set in the UI. Setting this field will return an empty string. Default: " ". Example: "(###) ###-###" or "###.###.####".
Company Data Type: String
Description: Company Name. Default: " ".
flName Data Type: String
Description: Full name with suffix only. Default: " ".
emOwnerfl Data Type: String
Description: Full name of the employee designated as the owner. Default: " ".
RecentOpportunityName Data Type: String
Description: Name of the most recent opportunity. Default: " ".
RecentOpportunityID Data Type: String
Description: Unique identifier for the recent opportunity. Default: " ".
RecentOppRole Data Type: String
Description: Name of the role for the recent opportunity. Default: " ".
TopTPSubject Data Type: String
Description: Activity name that displays as the last activity subject from for the most recent touchpoint. Default: " ".
TopTPContactID Data Type: String
Description: Unique identifier for the contact associated with the most recent touchpoint. Default: " ".
TopTPCreateEmployee Data Type: String
Description: Employee identifier for the most recent touchpoint. Default: " ".
TopTPCreateUserName Data Type: String
Description: Username of the user who created the most recent touchpoint. Default: " ".
HasPhoto Data Type: Numeric
Description: 0 - The object does not have a photo. 1 - The object does have a photo. Default: " ".
PhotoModDate Data Type: String
Description: Date and timestamp of when the photo was updated. Default: " ".
TLInternalKey Data Type: String
Description: TrafficLIVE internal key. Default: " ".
TLSyncModDate Data Type: Date
Description: Date and timestamp when TrafficLIVE synchronization occurred. Default: " ".
Rating Data Type: String
Description: Score indicating the conversion strength of lead. CRM Plus module only and lead qualification process must both be enabled. Default: " ".
Market Data Type: String
Description: Code that identifies the market segment or channel. Default: " ".
Website Data Type: String
Description: Publicly available website address. Default: " ".
QualifiedStatus Data Type: Dropdown
Description: Object's qualification status. CRM Plus module only and lead qualification process must both be enabled. GET contact metadata for codes. Valid values: "sysNew", "sysQual", "sysDisqual". Default: "sysQual".
StatusReason Data Type: String
Description: Reason why the qualification status was set to new, qualified, or disqualified. CRM Plus module only and lead qualification process must both be enabled. Default: " ".
StatusDate Data Type: Datetime
Description: When the status was set or changed. Minimum format accepted "YYYY-MM-DD". Default: "[TODAY]".
ProfessionalSuffix Data Type: String
Description: Professional credential appended to a name usually as an acronym. Default: " ".
SFID Data Type: String
Description: Globally unique Salesforce identification value. Default: " ".
SFLastModifiedDate Data Type: Datetime
Description: Date and the time Salesforce was last changed. Default: " ".
AjeraSync Data Type: String
Description: "Y" indicates the Ajera module is active. "N" indicates the Ajera module is not active. Default: "N".