In This Section
In this section you will find step-by-step recipes for integrating the External Contacts API into your product. Below you will find recipes to:
- Add an External Contact
- Retrieve Contact Information
- Update Contact Information
Add External Contacts Recipe
| Step | Corresponding Code (JavaScript) |
|---|---|
Determine Required Information For the Contact - Use the /externalContact/requiredInformation and /zonecodes endpoint to determine required information for the external contact based on their country and accountType. | const options = { |
Create the Request Body and utilize the /externalContacts endpoint - Create the Request Body and utilize the /externalContacts endpoint. | const options = { |
Retrieve Contact Information Recipe
| Step | Corresponding Code (JavaScript) |
|---|---|
Check for status updates- If the /externalContacts endpoint returns a "PENDING" status, use the /externalContact/status endpoint to check for when the status becomes approved. | const options = { |
Get Contact Information- Use the /contacts/contactInformation endpoint to receive information for the contact. Here you can see if a contact is External or Internal, and if it is a Personal or Business account. | const options = { |
Update Contacts Recipe
| Step | Corresponding Code (JavaScript) |
|---|---|
Update Contact's Banking Information - If you need to make changes to your external Contact's banking information you can use the /externalContacts/updateBankingInformation endpoint. | const options = { |
Update Contact Information - Update Contact Information with the /contacts/updateContactInformation endpoint. The information you can update varies on account type which you can retrieve from the /contactInformation endpoint. Please refer to the page | const options = { |
