Consolidate Accounts

POST

https://api.withpersona.com/api/v1/accounts/:account-id/consolidate

POST

/api/v1/accounts/:account-id/consolidate

curl -X POST https://api.withpersona.com/api/v1/accounts/account-id/consolidate \
     -H "Authorization: Bearer <token>" \
     -H "Content-Type: application/json" \
     -d '{
  "meta": {
    "source-account-ids": [
      "act_1fVnCte2V9joRjYQ82QX8mPzKYzD",
      "act_zWHTCWmYbjFL4fCQSDF6NqztWXDT"
    ]
  }
}'

{
  "data": {
    "id": "act_hpNqyAbEG4HeVjZoBRNCMKkA",
    "attributes": {
      "reference-id": "abc-123",
      "account-type-name": "User",
      "created-at": "2023-09-22T17:13:49.000Z",
      "updated-at": "2023-09-23T00:22:19.000Z",
      "redacted-at": null,
      "fields": {
        "name": {
          "type": "hash",
          "value": {
            "first": {
              "type": "string",
              "value": "Jane"
            },
            "middle": {
              "type": "string",
              "value": "Marie"
            },
            "last": {
              "type": "string",
              "value": "Doe"
            }
          }
        },
        "address": {
          "type": "hash",
          "value": {
            "street_1": {
              "type": "string",
              "value": "123 Main St"
            },
            "street_2": {
              "type": "string",
              "value": null
            },
            "subdivision": {
              "type": "string",
              "value": "California"
            },
            "city": {
              "type": "string",
              "value": "San Francisco"
            },
            "postal_code": {
              "type": "string",
              "value": "94111"
            },
            "country_code": {
              "type": "string",
              "value": "US"
            }
          }
        },
        "identification_numbers": {
          "type": "array",
          "value": [
            {
              "type": "hash",
              "value": {
                "identification_class": {
                  "type": "string",
                  "value": "visa"
                },
                "identification_number": {
                  "type": "string",
                  "value": "12345678"
                },
                "issuing_country": {
                  "type": "string",
                  "value": "US"
                }
              }
            },
            {
              "type": "hash",
              "value": {
                "identification_class": {
                  "type": "string",
                  "value": "visa"
                },
                "identification_number": {
                  "type": "string",
                  "value": "87654321"
                },
                "issuing_country": {
                  "type": "string",
                  "value": "UK"
                }
              }
            },
            {
              "type": "hash",
              "value": {
                "identification_class": {
                  "type": "string",
                  "value": "cct"
                },
                "identification_number": {
                  "type": "string",
                  "value": "A12345678"
                },
                "issuing_country": {
                  "type": "string",
                  "value": "AF"
                }
              }
            }
          ]
        },
        "birthdate": {
          "type": "date",
          "value": "1994-12-30"
        },
        "phone_number": {
          "type": "string",
          "value": "111-222-3333"
        },
        "email_address": {
          "type": "string",
          "value": "jane@doe.com"
        },
        "selfie_photo": {
          "type": "file"
        }
      },
      "tags": [
        "tag1",
        "tag2"
      ],
      "birthdate": "1994-12-30",
      "name-first": "Jane",
      "name-middle": "Marie",
      "name-last": "Doe",
      "phone-number": "111-222-3333",
      "email-address": "jane@doe.com",
      "address-street-1": "123 Main St",
      "address-street-2": null,
      "address-city": "San Francisco",
      "address-subdivision": "California",
      "address-postal-code": "94111",
      "country-code": "US",
      "identification-numbers": {
        "cct": [
          {
            "issuing-country": "AF",
            "identification-class": "cct",
            "identification-number": "A12345678",
            "created-at": "2023-09-23T00:22:19.963Z",
            "updated-at": "2023-09-23T00:22:19.963Z"
          }
        ],
        "visa": [
          {
            "issuing-country": "US",
            "identification-class": "visa",
            "identification-number": "12345678",
            "created-at": "2023-09-23T00:22:09.934Z",
            "updated-at": "2023-09-23T00:22:19.900Z"
          },
          {
            "issuing-country": "UK",
            "identification-class": "visa",
            "identification-number": "87654321",
            "created-at": "2023-09-23T00:22:09.934Z",
            "updated-at": "2023-09-23T00:22:19.900Z"
          }
        ]
      },
      "social-security-number": "123-45-6789"
    },
    "relationships": {
      "account-type": {
        "data": {
          "id": "acttp_7X5W5w9GMtQntE6oPtKnj44c",
          "type": "account-type"
        }
      }
    },
    "type": "account"
  }
}

Consolidates several source Accounts’ information into one target Account. Any Persona resource associated with the source Account will be transferred over to the destination Account. However, the Account’s attributes will not be transferred. After consolidation, you can update the destination Account’s attributes using the Account update endpoint.

This endpoint can be used to clean up duplicate Accounts.

Note: A source account can only be consolidated once. Afterwards, the source account will be archived and unable to be used moving forward - any attempts to create an inquiry attached to the source account will fail.

Consolidates several source Accounts' information into one target Account. Any Persona resource associated with the source Account will be transferred over to the destination Account. However, the Account's attributes will **not** be transferred. After consolidation, you can update the destination Account's attributes using the [Account update endpoint](https://docs.withpersona.com/api-reference/accounts/update-an-account). This endpoint can be used to clean up duplicate Accounts. Note: A source account can only be consolidated once. Afterwards, the source account will be archived and unable to be used moving forward - any attempts to create an inquiry attached to the source account will fail.

Authentication

AuthorizationBearer

Bearer authentication of the form Bearer <token>, where token is your auth token.

Path parameters

account-idstringRequired

Destination Account ID

Query parameters

includestringOptional

A comma-separated list of relationship paths. This can be used to customize which related resources will be fully serialized in the included key in the response. See Serialization for more details.

A comma-separated list of relationship paths. This can be used to customize which related resources will be fully serialized in the `included` key in the response. See [Serialization](https://docs.withpersona.com/serialization#inclusion-of-related-resources) for more details.

fieldsmap from strings to stringsOptional

Comma-separated list(s) of attributes to include in the response. This can be used to customize which attributes will be serialized in the response. See Serialization for more details.

Comma-separated list(s) of attributes to include in the response. This can be used to customize which attributes will be serialized in the response. See [Serialization](https://docs.withpersona.com/serialization#sparse-fieldsets) for more details.

Request

This endpoint expects an object.

metaobjectRequired

Response headers

RateLimit-Limitinteger

The maximum number of requests permitted in the current rate limit window for the API key used to authenticate the request. Returned on every authenticated response.

RateLimit-Remaininginteger

The number of requests remaining in the current rate limit window for the API key used to authenticate the request. Returned on every authenticated response.

RateLimit-Resetinteger

The number of seconds until the current rate limit window resets. Returned on every authenticated response.

Request-IdstringOptional

The unique identifier of the API log entry that recorded this request. Starts with req_. Include this value when reaching out to Persona support. Present on every authenticated response, including error responses.

Persona-Environment-IdstringOptional

The token of the Persona environment that handled the request. Returned on every authenticated response, including most error responses.

Persona-Organization-IdstringOptional

The token of the Persona organization that handled the request. Returned on every authenticated response, including most error responses.

Response

This endpoint returns an Account object and (optionally) its related objects in included.

dataobject

An Account object.

Note that fields is not key inflected.

includedlist of objectsOptional

Objects that may be returned if specified via the include query parameter in the request.

Errors

400

Bad Request Error

401

Unauthorized Error

403

Forbidden Error

404

Not Found Error

409

Conflict Error

422

Unprocessable Entity Error

429

Too Many Requests Error