POST api/{context}/partner/Create

Create a new partner in Aegis CRM.

PLEASE NOTE: We recommend first looking up a partner's email address in Aegis CRM before creating them via the API.
This will ensure that the partner does not already exist in Aegis CRM, and also allows you to pre-populate the partner's contact fields on a Registration form.

Request Information

ParameterDescriptionAdditional information
model
A model representing full partner details to be stored.

Define this parameter in the request body.

Requirements

NumberNotes
#1
New partners must have either a Name or Company.
#2
New partners must have some form of contact info: an Address, Phone Number, or Email.

Special Field Notes

Field NameNotes
EmailPreference
Valid choices should be limited to either 'HTML', 'Text', or empty.
ID
Primary key for all Aegis CRM records.  New IDs are auto-assigned.  If you'd like to store a 3rd party ID, please use a custom data field.
MemberDate
Auto-assigned by the Aegis CRM application and indicates when the database record was created.

Request body formats

application/json, text/json

Sample:
{
  "ID": "sample string 2",
  "Prefix": "sample string 3",
  "FirstName": "sample string 4",
  "MiddleName": "sample string 5",
  "LastName": "sample string 6",
  "Suffix": "sample string 7",
  "Salutation": "sample string 8",
  "Spouse": "sample string 9",
  "SpouseLastName": "sample string 10",
  "Company": "sample string 11",
  "Address1": "sample string 12",
  "Address2": "sample string 13",
  "City": "sample string 14",
  "StateProv": "sample string 15",
  "PostalCode": "sample string 16",
  "CountryCode": "sample string 17",
  "PartnerPhones": [
    {
      "Type": "sample string 1",
      "Priority": 1,
      "Number": "sample string 2",
      "Status": "sample string 3"
    },
    {
      "Type": "sample string 1",
      "Priority": 1,
      "Number": "sample string 2",
      "Status": "sample string 3"
    },
    {
      "Type": "sample string 1",
      "Priority": 1,
      "Number": "sample string 2",
      "Status": "sample string 3"
    }
  ],
  "PartnerAskArrays": [
    {
      "AskID": 1,
      "AskAmount": "sample string 2"
    },
    {
      "AskID": 1,
      "AskAmount": "sample string 2"
    },
    {
      "AskID": 1,
      "AskAmount": "sample string 2"
    }
  ],
  "Email": "sample string 18",
  "Email2": "sample string 19",
  "Email3": "sample string 20",
  "Email4": "sample string 21",
  "EmailStatus": "sample string 22",
  "EmailStatus2": "sample string 23",
  "EmailStatus3": "sample string 24",
  "EmailStatus4": "sample string 25",
  "EmailType": "sample string 26",
  "EmailType2": "sample string 27",
  "EmailType3": "sample string 28",
  "EmailType4": "sample string 29",
  "EmailPreference": "sample string 30",
  "WebURL": "sample string 31",
  "BirthDate": "2024-12-21T09:09:18.9824218-07:00",
  "WeddingDate": "2024-12-21T09:09:18.9824218-07:00",
  "MemberDate": "2024-12-21T09:09:18.9824218-07:00",
  "OriginSource": "sample string 32",
  "RequiresQC": true,
  "Deceased": true,
  "NoResponseLetters": true,
  "NoDirectMail": true,
  "NoTaxStatements": true,
  "NoPhoneSolicitation": true,
  "NoEmailSolicitation": true,
  "NoTextSolicitation": true,
  "NoRentOrExchange": true,
  "NoVisits": true,
  "UndeliverableAddress": true,
  "NoMerge": true,
  "VIP": true,
  "Prospect": true,
  "UndeliverableEmail": true,
  "NoResponseEmails": true,
  "NoAddressStandardization": true,
  "WebUsername": "sample string 34",
  "WebPassword": "sample string 35",
  "WebMustChangePassword": true,
  "WebPasswordRecoveryToken": "bb628b48-479d-489e-87f8-151f6b9e03e1",
  "WebPasswordTokenExpiration": "2024-12-21T09:09:18.9834192-07:00",
  "CustomFlags": [
    {
      "FlagName": "sample string 1",
      "StartDate": "2024-12-21T09:09:18.9834192-07:00",
      "ExpireDate": "2024-12-21T09:09:18.9834192-07:00"
    },
    {
      "FlagName": "sample string 1",
      "StartDate": "2024-12-21T09:09:18.9834192-07:00",
      "ExpireDate": "2024-12-21T09:09:18.9834192-07:00"
    },
    {
      "FlagName": "sample string 1",
      "StartDate": "2024-12-21T09:09:18.9834192-07:00",
      "ExpireDate": "2024-12-21T09:09:18.9834192-07:00"
    }
  ],
  "CustomDataFields": [
    {
      "FieldName": "sample string 1",
      "FieldValue": "sample string 2",
      "FieldType": "sample string 3"
    },
    {
      "FieldName": "sample string 1",
      "FieldValue": "sample string 2",
      "FieldType": "sample string 3"
    },
    {
      "FieldName": "sample string 1",
      "FieldValue": "sample string 2",
      "FieldType": "sample string 3"
    }
  ]
}

application/xml, text/xml

Sample:
<PartnerModel xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/BDS.Web.WebApi.Models">
  <Address1>sample string 12</Address1>
  <Address2>sample string 13</Address2>
  <BirthDate>2024-12-21T09:09:18.9824218-07:00</BirthDate>
  <City>sample string 14</City>
  <Company>sample string 11</Company>
  <CountryCode>sample string 17</CountryCode>
  <CustomDataFields>
    <PartnerModel.CustomDataModel>
      <FieldName>sample string 1</FieldName>
      <FieldType>sample string 3</FieldType>
      <FieldValue>sample string 2</FieldValue>
    </PartnerModel.CustomDataModel>
    <PartnerModel.CustomDataModel>
      <FieldName>sample string 1</FieldName>
      <FieldType>sample string 3</FieldType>
      <FieldValue>sample string 2</FieldValue>
    </PartnerModel.CustomDataModel>
    <PartnerModel.CustomDataModel>
      <FieldName>sample string 1</FieldName>
      <FieldType>sample string 3</FieldType>
      <FieldValue>sample string 2</FieldValue>
    </PartnerModel.CustomDataModel>
  </CustomDataFields>
  <CustomFlags>
    <PartnerModel.CustomFlagModel>
      <ExpireDate>2024-12-21T09:09:18.9834192-07:00</ExpireDate>
      <FlagName>sample string 1</FlagName>
      <StartDate>2024-12-21T09:09:18.9834192-07:00</StartDate>
    </PartnerModel.CustomFlagModel>
    <PartnerModel.CustomFlagModel>
      <ExpireDate>2024-12-21T09:09:18.9834192-07:00</ExpireDate>
      <FlagName>sample string 1</FlagName>
      <StartDate>2024-12-21T09:09:18.9834192-07:00</StartDate>
    </PartnerModel.CustomFlagModel>
    <PartnerModel.CustomFlagModel>
      <ExpireDate>2024-12-21T09:09:18.9834192-07:00</ExpireDate>
      <FlagName>sample string 1</FlagName>
      <StartDate>2024-12-21T09:09:18.9834192-07:00</StartDate>
    </PartnerModel.CustomFlagModel>
  </CustomFlags>
  <Deceased>true</Deceased>
  <Email>sample string 18</Email>
  <Email2>sample string 19</Email2>
  <Email3>sample string 20</Email3>
  <Email4>sample string 21</Email4>
  <EmailPreference>sample string 30</EmailPreference>
  <EmailStatus>sample string 22</EmailStatus>
  <EmailStatus2>sample string 23</EmailStatus2>
  <EmailStatus3>sample string 24</EmailStatus3>
  <EmailStatus4>sample string 25</EmailStatus4>
  <EmailType>sample string 26</EmailType>
  <EmailType2>sample string 27</EmailType2>
  <EmailType3>sample string 28</EmailType3>
  <EmailType4>sample string 29</EmailType4>
  <FirstName>sample string 4</FirstName>
  <ID>sample string 2</ID>
  <LastName>sample string 6</LastName>
  <MemberDate>2024-12-21T09:09:18.9824218-07:00</MemberDate>
  <MiddleName>sample string 5</MiddleName>
  <NoAddressStandardization>true</NoAddressStandardization>
  <NoDirectMail>true</NoDirectMail>
  <NoEmailSolicitation>true</NoEmailSolicitation>
  <NoMerge>true</NoMerge>
  <NoPhoneSolicitation>true</NoPhoneSolicitation>
  <NoRentOrExchange>true</NoRentOrExchange>
  <NoResponseEmails>true</NoResponseEmails>
  <NoResponseLetters>true</NoResponseLetters>
  <NoTaxStatements>true</NoTaxStatements>
  <NoTextSolicitation>true</NoTextSolicitation>
  <NoVisits>true</NoVisits>
  <OriginSource>sample string 32</OriginSource>
  <PartnerAskArrays>
    <PartnerModel.PartnerAskModel>
      <AskAmount>sample string 2</AskAmount>
      <AskID>1</AskID>
    </PartnerModel.PartnerAskModel>
    <PartnerModel.PartnerAskModel>
      <AskAmount>sample string 2</AskAmount>
      <AskID>1</AskID>
    </PartnerModel.PartnerAskModel>
    <PartnerModel.PartnerAskModel>
      <AskAmount>sample string 2</AskAmount>
      <AskID>1</AskID>
    </PartnerModel.PartnerAskModel>
  </PartnerAskArrays>
  <PostalCode>sample string 16</PostalCode>
  <Prefix>sample string 3</Prefix>
  <Prospect>true</Prospect>
  <RequiresQC>true</RequiresQC>
  <Salutation>sample string 8</Salutation>
  <Spouse>sample string 9</Spouse>
  <SpouseLastName>sample string 10</SpouseLastName>
  <StateProv>sample string 15</StateProv>
  <Suffix>sample string 7</Suffix>
  <UndeliverableAddress>true</UndeliverableAddress>
  <UndeliverableEmail>true</UndeliverableEmail>
  <UniqueID>1fc06ac2-200b-41e4-8a2c-01d02e8b8588</UniqueID>
  <VIP>true</VIP>
  <WebMustChangePassword>true</WebMustChangePassword>
  <WebPassword>sample string 35</WebPassword>
  <WebPasswordRecoveryToken>bb628b48-479d-489e-87f8-151f6b9e03e1</WebPasswordRecoveryToken>
  <WebPasswordSalt>sample string 36</WebPasswordSalt>
  <WebPasswordTokenExpiration>2024-12-21T09:09:18.9834192-07:00</WebPasswordTokenExpiration>
  <WebURL>sample string 31</WebURL>
  <WebUsername>sample string 34</WebUsername>
  <WeddingDate>2024-12-21T09:09:18.9824218-07:00</WeddingDate>
</PartnerModel>