Voicent CRM API (Part I): Add or Update an Entity

First, figure out the URL and required post parameters from Setup > Website > API page. The document related to “cusact” is documented on that page. However, there are other actions you can use.

action=add

This is used to add an entity to the CRM. By default, the entity is a Customer entity. But you can specify MOD=POT, or MOD=ORG, for potential or organization entity.

Normally, Voicent CRM will try to merge the new record with existing entities. However, if you specify MERGE=skip, then the new record will be created always.

if MERGE=no, then no update to the existing record will happen.
if MERGE=yes, then the new values will replace the old one.

By default, the new values will only be updated if the existing value is empty.

The merge operation is performed by checking emails and phone numbers. Since this is an expensive operation, you should specify the search order. MERGEBYEMAIL=1 will cause the system to check the email address first, then the phone numbers.

The rest of the parameter names are the column names of the entity table.