Add, Edit, and Delete a Secondary Contact

Overview

In this lesson, we’ll see how we can add a secondary contact to our client’s profile, and then edit and delete it.

A client’s profile represents a company. Therefore, secondary contacts are like members of a company. Secondary contacts are useful in situations where we want to send emails or invoices to multiple contacts within the same organization. We can have multiple secondary contacts in a single client.

These operations are performed using the following endpoints:

  • Add a contact: {base_url}/accounting/account/{ACCOUNT_ID}/users/clients/{CLIENT_ID}
  • Get all contacts: {base_url}/accounting/account/{ACCOUNT_ID}/users/contacts
  • Update and delete a contact: {base_url}/accounting/account/{ACCOUNT_ID}/users/contacts/{CONTACT_ID}

Add a secondary contact

In this section, we create a contact in the client profile that we created in the previous lesson. The {base_url}/accounting/account/{ACCOUNT_ID}/users/clients/{CLIENT_ID} endpoint is similar to the one we used to update a client. In fact, this is an update operation with the difference of the contacts object.

Request parameters

Our purpose is to create a contact for a client. So, the client object contains the contacts object having email, fname, lname, phone1, and phone2. Let’s see these parameters in the code below and create a contact.

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