Merge

[POST] .../v1/client/merge

Merges a duplicate CRM client into a target client. Consolidate duplicate CRM clients after selecting the duplicate source client and the target client that should remain active. The method moves source links in leads, deals, tickets and tasks to the target client, writes merge history with the operator and comment, soft-deletes the source client, recalculates target client sentiment, sends the ClientMerged webhook and returns row_affected with target and source ids. The request body is required; source_client_id and target_client_id must be positive, must be different and both clients must exist and not be deleted. The caller must have CRM client merge permission; missing body, invalid ids, equal source and target, denied access, missing source or target client, storage errors, sentiment recalculation errors are returned as HTTP 200 ErrorResult.

Request Parameters

Request Example

{
  "source_client_id": 126,
  "target_client_id": 125,
  "comment": "Merged duplicate clients after import"
}

Response Parameters

Response Example

{
  "ok": true,
  "result": {
    "row_affected": 1,
    "ids": [
      125,
      126
    ]
  }
}