How to Use the LRN Intakes API 'Upsert' Feature

When users post an intake using the API and the party already existed in Litify, the intakes API will 'upsert' the existing Party record. This adds the new intake information to the existing Party, and updates the Party if there are any changes in the Party's information. 

How to enable/disable

  • This function is enabled automatically. 
  • To disable, go to the Litify Setup app > Settings > Party Settings > 'Disable account email matching rules on intakes API' > toggle ON 
    • This allows the Intakes API to create duplicate Parties.

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