Edit a person
Editing an existing person to the site which can include person, household, email, cell, phone, custom fields. The data structure is the same as the Add person end point with the addition of some IDs. The update logic is the same in regards to mandatory fields also.
Path parameters
-
The record being updated
Body Required
-
firstname string
Contacts first name. Mandatory
-
lastname string
Contacts last name. Mandatory
-
middlename string
Contacts middle name. Optional
-
title string
Contacts title. Optional
-
gender string
Contacts gender. Organisation can be used to determine an organisation contact. Optional.
Values are
Male
,Female
, orORGANISATION
. -
archived integer
Whether this contact is archived (1) or not (0). Optional. Will default to 0. Authenticated user must have access to archived people to be able to use this field.
Values are
0
or1
. -
maritalStatus integer
The ID of the marital status lookup. Use the lookup/list end point to identify. Optional
-
occupation integer
The ID of the occupation list. Use the occupation/list end point to identify Optional
-
guardian integer
Whether this person is a guardian (1) or not (0) of children in this household. Optional
Values are
0
or1
. -
dateOfBirth string
The date in local time. Use YYYY-MM-DD format. Optional but must be a date before or on todays date.
-
dateOfDeath string
The date in local time. Use YYYY-MM-DD format. Optional but must be a date before or on todays date.
-
salutation string
An alternative value to refer to this contact. Optional. Uses firstname if not provided.
-
nickname string
An alternative value to refer to this contact. Optional. Uses firstname if not provided.
-
userName string
Login name for the user - must be unique. Optional. Must have ability to "Create account and set roles" in authenticated uses role.
-
loginActive integer
Whether the login is active (1) or not (0). Optional. Must have ability to "Create account and set roles" in authenticated uses role.
Values are
0
or1
. -
roleId integer
Role for this users login. See the role list end points. Optional. Must have ability to "Create account and set roles" in authenticated uses role.
-
preferredContactMethod string
Contacts preferred contact method. Optional Use these codes. EML: Email TXT: Text DOC: Letter TEL: Phone FB: Facebook SL: Slack CEL: Cell
Values are
EML
,TXT
,DOC
,TEL
,FB
,SL
, orCEL
. -
organisationcontact string
Whether the contact is an Organisation Contact. If not used, you can use Gender field to set it - using ORGANISATION as the gender value. If set to Y, this overrides the setting in gender. Optional
Values are
Y
orN
. -
HouseholdName string
Either the Household or the Organisation Name. Optional
-
Addressline1 string
Optional.
-
Addressline2 string
Optional.
-
Addressline3 string
Only used for sites in countries with this address line enabled. Optional.
-
Addressline4 string
Only used for sites in countries with this address line enabled. Optional.
-
Area string
The Area (see the mysettings endpoint for label). Optional
-
City string
The City (see the mysettings endpoint for label). Optional
-
PostalCode string
The postcode (see the mysettings endpoint to label). Optional. Required for UK clients when they are used to make a claim.
-
CountryCode string
See the country list endpoint to get list of codes
-
HousedholdPhone string
The primary phone number for this household (or organisation). Optional
-
Fax string
The primary fax number for this household (or organisation). Optional
-
ReceiptToAlias string
Used when receipting to identify the name this receipt should be be issued to. Optional. The other names are used if this is not provided.
-
ReceiptTo string
The default Receipt To setting for transactions. Use the following codes. hh: Household (or organisation) ind: Individual
Values are
hh
orind
. -
ReceiptToOneOff integer
The default setting as to how to combine transactions. Use the following codes. 0 : Combined 1 : One-off -1 : No receipt
Values are
0
,1
, or-1
. -
email array[object]
A list of email addresses for this person
-
phone array[object]
A list of personal phone numbers for this person
-
cell array[object]
A list of personal cell phone (mobile) numbers for this person
-
if supplying a single custom field, you can use this method. Just provide the ID and the value. For a list of custom fields, use customfields property
-
customfields array[object]
This is an array of custom fields. Each array element includes:
- custom field id
- value Use the customfield list endpoint to determine the ID of the custom field you want to add along with its type type - can be string or integer as determined by the type of field
Lookup: Use the ID of the associated lookup using the lookup end point to inspect Multi Lookup: Use a comma separated list of IDs of the associated lookup
curl \
-X PATCH https://YOURSITE.infoodle.com/apiv2/people/{unique_id} \
-H "Authorization: Bearer $ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{"firstname":"John","lastname":"Smith","middlename":"Andrew","title":"Mr","gender":"Male","archived":0,"maritalStatus":9,"occupation":98,"guardian":1,"dateOfBirth":"1980-10-31","dateOfDeath":"2021-10-31","salutation":"Mr Jimmy James","nickname":"Jimmy","userName":"JohnSmith","loginActive":1,"roleId":43,"preferredContactMethod":"EML","organisationcontact":"N","HouseholdName":"The Jones Company Ltd","HouseNameNum":"The Vicarage","Addressline1":"1 The High Street","Addressline2":"1 Lower East Hampton","Addressline3":"string","Addressline4":"string","Area":"West Area","City":"Glasgow","PostalCode":"SW1A 1AA","CountryCode":"NZ","HousedholdPhone":"012 123 1234","Fax":"012 123 1234","ReceiptToAlias":"James' Institute","ReceiptTo":"hh","ReceiptToOneOff":1,"email":[{"id":4312321,"type":"home","value":"c@b.com","active":1}],"phone":[{"id":4421,"type":"home","value":"+1 123 3214 1234"}],"cell":[{"id":76221,"type":"work","value":"+1 123 3214 1234"}],"customfields":[{"id":101,"value":"new text"}]}'
{
"firstname": "John",
"lastname": "Smith",
"middlename": "Andrew",
"title": "Mr",
"gender": "Male",
"archived": 0,
"maritalStatus": 9,
"occupation": 98,
"guardian": 1,
"dateOfBirth": "1980-10-31",
"dateOfDeath": "2021-10-31",
"salutation": "Mr Jimmy James",
"nickname": "Jimmy",
"userName": "JohnSmith",
"loginActive": 1,
"roleId": 43,
"preferredContactMethod": "EML",
"organisationcontact": "N",
"HouseholdName": "The Jones Company Ltd",
"HouseNameNum": "The Vicarage",
"Addressline1": "1 The High Street",
"Addressline2": "1 Lower East Hampton",
"Addressline3": "string",
"Addressline4": "string",
"Area": "West Area",
"City": "Glasgow",
"PostalCode": "SW1A 1AA",
"CountryCode": "NZ",
"HousedholdPhone": "012 123 1234",
"Fax": "012 123 1234",
"ReceiptToAlias": "James' Institute",
"ReceiptTo": "hh",
"ReceiptToOneOff": 1,
"email": [
{
"id": 4312321,
"type": "home",
"value": "c@b.com",
"active": 1
}
],
"phone": [
{
"id": 4421,
"type": "home",
"value": "+1 123 3214 1234"
}
],
"cell": [
{
"id": 76221,
"type": "work",
"value": "+1 123 3214 1234"
}
],
"customfields": [
{
"id": 101,
"value": "new text"
}
]
}
{
"ok": 1,
"errors": [
{
"fieldname": "firstname",
"message": "Mandatory field not provided"
}
]
}