List of clients that can be used as primary for merge.

Overview

Returns a list of client UIDs that can be used as a primary client for the merge.

Authentication

Available for Staff, App, and Directory Tokens.

Required Parameters

  • client_ids (required): Comma-separated client UIDs to check for merge eligibility.

Business Rules

  • Clients with multiple matters cannot be merged - If any selected client has more than one matter/project, the merge is not allowed
  • Returns 422 if multiple clients are related to the same contact (e.g., pets belonging to the same owner)
  • Clients must be independent contacts to be eligible for merge
  • The error message format is: '{Term} cannot be merged since you selected more than 1 {term} related to the same contact'
Language
Credentials
Bearer
JWT
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