API: Creating Records
From Charitylog Manual
Revision as of 16:44, 29 November 2024 by Emilewhite (talk | contribs)
To create a new record, you will need to do what is referred to as a [PUT] request. For the [PUT] request to work, it relies on having fields within the body of the record. Most of of those will be mandatory fields.
Create a client:
[PUT] https://api.dizions.co.uk/v2/clients
Create a client using an external ID (e.g if a client is also recorded in another system):
[PUT] https://api.dizions.co.uk/v2/clients/external_id/EXTERNAL_ID
Create a referral (Also known as Record a Contact):
[PUT] https://api.dizions.co.uk/v2/referrals
Create a due contact (incomplete action) for a referral:
[PUT] https://api.dizions.co.uk/v2/due_contacts/referral/REFERRAL_ID