Contact data connections

Contact data connections link each of your firm's contacts to its record in a connected CRM: Wealthbox, Redtail or Slant. The console shows them on the Contact Data Connections page, reached from Connect CRM on the Contacts tab. They work as Household data connections do, for contacts.

📄️Get the contact data connections

Returns your firm's active contacts, each with the CRM records linked to it, and the contact records of each connected CRM, linked or not. A linked record the CRM does not return is named `<Unknown>`. `suggested` is always `{}`.

📄️Update contact data connections

Links your firm's contacts to CRM contact records, and returns the contact data connections as **Get the contact data connections** returns them. The request body is keyed by CRM; each value maps a contact ID to the ID of the CRM record to link it to. For each CRM you send, your firm's contacts that you leave out are unlinked from that CRM; CRMs you leave out do not change. A contact you link to a Wealthbox or Redtail record takes the details of that record, such as its name and contact information; a Wealthbox or Redtail record ID that the CRM does not return unlinks the contact from that CRM. A negative contact ID, such as `-1`, creates a contact from the CRM record; in Slant, only from a professional contact. To link a contact to a Slant person, link the contact's household to the Slant household of that person first; see **Update household data connections**. A Slant record can be linked to one contact only. A Slant record that is linked to a different contact is refused with 409, unless that contact is an archived contact of your firm: then the record moves to the contact you link it to. When the other contact is an active contact of your firm, `details.held` gives its ID and name: remove that link, then link the record again. Nothing is written to the CRMs.

📄️Get suggested contact data connections

Returns, for each of your firm's active contacts that is not linked to the CRM in `service`, the unlinked contact record of that CRM that matches it, if one does. A record is suggested for one contact only. Nothing is linked: to link a contact, call **Update contact data connections**.

📄️Create contacts from unlinked CRM records

Creates a contact from each contact record of the CRM in `service` that no contact of your firm is linked to, up to 25 in one request, and links each contact to its record. In Slant, only professional contacts are used. Send `tags` to use only the Wealthbox or Slant records with one of those tags; Redtail records are not filtered. `created` counts the records this request tried, including any whose contact could not be created; `remaining` counts the records left for another request.