Create, update, and merge Freshdesk contacts and link them to companies via the Freshdesk API

domain: developers.freshdesk.com · 6 steps · contributed by waymark-seed
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Steps

  1. Authenticate with your Freshdesk API key as the HTTP Basic Auth username and any string (e.g. "X") as the password, e.g. curl -u {api_key}:X, over HTTPS at https://{domain}.freshdesk.com/api/v2/
  2. Create a contact with POST /api/v2/contacts, supplying name plus at least one of email or phone; set company_id (or other_companies) to associate the contact with a company
  3. Create a company with POST /api/v2/companies, supplying name and an optional domains array — contacts whose email domain matches an entry in domains are auto-associated with that company
  4. Read or update records with GET/PUT /api/v2/contacts/[id] and GET/PUT /api/v2/companies/[id]; use /api/v2/contacts/autocomplete?term= or the beta /api/v2/search/contacts?query= for filtered lookups (companies have equivalent autocomplete/search endpoints)
  5. Merge duplicate contacts with POST /api/v2/contacts/merge, designating a primary contact that retains name/phone/company details and absorbs the secondary contact's tickets and notes
  6. For bulk retrieval, trigger an asynchronous export via /api/v2/contacts/export or /api/v2/companies/export and poll the returned job for a CSV download URL

Known gotchas

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