Creating a partner relationship Post

The API provides feature for creating a partner relationship with some existing contact or new contact, in order to create a relationship with the contact which is not exist in the system, pass the full information(middle name, last name and contact name is required) including phone, email and address. Please note the API works based on duplicate prevention setting and if there is existing information in system, the relationship will be established with that existing contact only and no new contact will be created.

Request Information

Body Parameters

Body parameters need to be integrated as json key value collection followed by valid object notations, below if the list of parameters can be sent as request body by an integrator.

Partner Relationship Info

PartnerRelation

Name	Description	Type	Additional information
RelationshipContact	Contact Details of the Related Individual	SearchableContact	Required
RelationshipTypeName	Gets or Sets the relationship type name.	string	None.
SharingInfo	Specify Sharing Information for this Relationship	RelationshipSharing	None.
SameHousehold		boolean	None.
Id		integer	None.
RelatedToId		integer	None.
MergedWith_Or_Secondary_Id		integer	None.
MergeType		string	None.
SortOrder		integer	None.

Request Format

Below is the typical object of the request, in order to use the API for various requirement, refer the documentation.

{
  "RelationshipContact": {
    "MiddleName": "String Parameter 1",
    "LastName": "String Parameter 2",
    "NickName": "String Parameter 3",
    "PrefixId": 1,
    "SuffixId": 1,
    "GenderId": 1,
    "BirthDate": "2025/01/15 00:03:33",
    "ContactUniqueId": "String Parameter 4",
    "ContactSourceId": 1,
    "ContactName": "String Parameter 5",
    "Emails": [
      {
        "EmailTypes": [
          {
            "Id": 1,
            "Value": "String Parameter 1"
          },
          {
            "Id": 1,
            "Value": "String Parameter 1"
          }
        ],
        "SharingInfo": {
          "SharedWith": [
            {
              "ContactId": 1,
              "ContactName": "String Parameter 2",
              "IsRemoved": true,
              "IsRecordOwner": true
            },
            {
              "ContactId": 1,
              "ContactName": "String Parameter 2",
              "IsRemoved": true,
              "IsRecordOwner": true
            }
          ]
        },
        "Usage": {
          "IsPrimary": true,
          "UsedForCommunication": true,
          "SameHousehold": true
        },
        "IsVerified": true,
        "EmailId": "String Parameter 1",
        "Id": 2,
        "RelatedToId": 1,
        "MergedWith_Or_Secondary_Id": 1,
        "MergeType": "String Parameter 3",
        "SortOrder": 1
      },
      {
        "EmailTypes": [
          {
            "Id": 1,
            "Value": "String Parameter 1"
          },
          {
            "Id": 1,
            "Value": "String Parameter 1"
          }
        ],
        "SharingInfo": {
          "SharedWith": [
            {
              "ContactId": 1,
              "ContactName": "String Parameter 2",
              "IsRemoved": true,
              "IsRecordOwner": true
            },
            {
              "ContactId": 1,
              "ContactName": "String Parameter 2",
              "IsRemoved": true,
              "IsRecordOwner": true
            }
          ]
        },
        "Usage": {
          "IsPrimary": true,
          "UsedForCommunication": true,
          "SameHousehold": true
        },
        "IsVerified": true,
        "EmailId": "String Parameter 1",
        "Id": 2,
        "RelatedToId": 1,
        "MergedWith_Or_Secondary_Id": 1,
        "MergeType": "String Parameter 3",
        "SortOrder": 1
      }
    ],
    "ShippingAddress": {
      "AddressLine1": "String Parameter 1",
      "AddressLine2": "String Parameter 2",
      "AddressLine3": "String Parameter 3",
      "AddressLine4": "String Parameter 4",
      "PostalCode": "String Parameter 5",
      "City": "String Parameter 6",
      "County": "String Parameter 7",
      "Country": "String Parameter 8",
      "StateRegionProvince": "String Parameter 9",
      "AddressType": "String Parameter 10",
      "Plus4Code": "String Parameter 11",
      "SetAsMailing": true,
      "SameAsMailing": true,
      "AddressCategory": "String Parameter 14",
      "FormattedAddress": "String Parameter 15",
      "Id": 16,
      "RelatedToId": 1,
      "MergedWith_Or_Secondary_Id": 1,
      "MergeType": "String Parameter 17",
      "SortOrder": 1
    },
    "Email": "String Parameter 6",
    "Fax": "String Parameter 7",
    "Phone": "String Parameter 8",
    "CountryCode": "String Parameter 9",
    "Extension": "String Parameter 10",
    "AddressLine1": "String Parameter 11",
    "AddressLine2": "String Parameter 12",
    "AddressLine3": "String Parameter 13",
    "AddressLine4": "String Parameter 14",
    "City": "String Parameter 15",
    "State": "String Parameter 16",
    "Zip": "String Parameter 17",
    "County": "String Parameter 18",
    "Country": "String Parameter 19",
    "Id": 20,
    "RelatedToId": 1,
    "MergedWith_Or_Secondary_Id": 1,
    "MergeType": "String Parameter 21",
    "SortOrder": 1
  },
  "RelationshipTypeName": "String Parameter 1",
  "SharingInfo": {
    "SharedWithPrimaryContact": true,
    "SharedWith": [
      {
        "ContactId": 1,
        "ContactName": "String Parameter 2",
        "IsRemoved": true,
        "IsRecordOwner": true
      },
      {
        "ContactId": 1,
        "ContactName": "String Parameter 2",
        "IsRemoved": true,
        "IsRecordOwner": true
      }
    ]
  },
  "SameHousehold": true,
  "Id": 3,
  "RelatedToId": 1,
  "MergedWith_Or_Secondary_Id": 1,
  "MergeType": "String Parameter 4",
  "SortOrder": 1
}

Creating a partner relationship with new contact

In order to create the relationship with new contact we need to pass at least last name, middle name(Full information can be added to new contact and that all will be attached to new contact, for more information refer creating a quick individual contact) and contact name, below is the sample:

{
  "RelationshipContact": {
    "MiddleName": "Nadiya",
    "LastName": "Sons",
    "ContactName": "Nadiya & Sons",
    "RelatedToId": 9831292 -- Primary contact
  },
  "SharingInfo": {
    "SharedWithPrimaryContact": true,
    "ShareWithHousehold": false
  }
}

Creating a partner relationship with existing contact

In order to create the relationship with existing we need to pass the existing contact id in MergedWith_Or_Secondary_Id in RelationshipContact object, below is the example:

{
   "RelationshipContact": {
    "MiddleName": "Nadiya",
    "MergedWith_Or_Secondary_Id":9831261, -- Secondary contact
    "LastName": "Sons",
    "ContactName": "Nadiya & Sons",
    "RelatedToId": 9831292 -- Primary contact
  },
  "SharingInfo": {
    "SharedWithPrimaryContact": true,
    "ShareWithHousehold": false
  }
}

Response Information

Resource Description

Object containing Relationship ID and Type

ITypedResponseOfGenericKeyValueOfInt32AndString

Name	Description	Type	Additional information
Result		GenericKeyValueOfInt32AndString	None.
Category		string	None.

Response Formats

Sample not available.