Assert a CRM Person
Creates or updates a CRM person using a unique attribute to find an existing match.
- Match found → the person is updated and
200is returned. - No match → a new person is created and
201is returned.
This is the recommended endpoint for bulk imports and sync jobs — send your full person payload and let the API decide whether to create or update.
Required scope: crm:write
Creates or updates a CRM person record using a unique attribute to find an existing match.Documentation Index
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- If a person with the same value for
matchingAttributeis found → it is updated and200is returned. - If no match is found → a new person is created and
201is returned.
Matching attribute
ThematchingAttribute query parameter specifies which field to use for the lookup. It can be any standard or custom attribute slug on the people object.
Email matching
WhenmatchingAttribute is email or emails, the lookup checks both the primary email and all secondary email addresses, so a person is found regardless of which email slot holds the value.
Other attributes
All other standard attributes (e.g.phone_number) and custom attributes are matched using exact equality.
Use case
Assert is the recommended endpoint for bulk imports and sync jobs. Send your full person payload and let the API decide whether to create or update — no need to pre-check for duplicates.Authorizations
Query Parameters
Attribute slug to use when searching for an existing person. Can be any standard or custom attribute slug.
Use email (or emails) to match against the person's primary email and secondary emails.
All other attributes are matched using an exact equality check.
Body
First name. Required if lastName is not provided.
"Jane"
Last name. Required if firstName is not provided.
"Doe"
List of email addresses. The first entry is the primary (matching) email.
["jane.doe@acme.com"]