Use LegalServer's v2 Core API upsert capability to sync Contact or User records from an external system without duplicating them

domain: legalserver.org · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Authenticate to the v2 endpoint (must be requested/enabled since v2 is not on by default) using Bearer or Basic auth
  2. POST to the v2 Contact or User endpoint with the normal create fields plus an additional 'update' object containing the search parameters LegalServer should use to look for an existing match
  3. Inspect the response: zero matches processes as a normal create, exactly one match processes as a PATCH, and more than one match returns HTTP 400 with 'Cannot process multiple records for upsert'
  4. Use the custom_results parameter (e.g. custom_results:[]) to limit the response to just the record UUID and speed up high-volume sync jobs
  5. Account for v2's structural differences from v1 — lookup fields return an object (lookup_value_id/name/uuid) instead of a plain string, and multiselects return a bare array of strings
  6. Monitor the x-rate-limit-limit/remaining/reset response headers and back off on HTTP 429 (200 requests/minute, checked every 10 seconds)

Known gotchas

Related routes

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