Hello all, I am looking at how I can update Contact Records > Email Address > "Opt_Out" - But via csv. (for either import or using Postman > Runner) Found this old post but has a missing image - the crucial part of the solution For info, we send some campaigns not from Sugar, and if folk opt out of those other campaigns i wish to opt them out from their contact record > email address in back in Sugar. But, I am stuck on what that will look like. I do a ton of updates and things using Postman, api. And also use postman's runner often. Hoping to do that. tried this initial attempt: PUT {{url}} Contacts/MassUpdate { "massupdate_params": { "uid": [ "003d000001lVSEtAAO" ], "email_opt_out": false } } If I GET my own contact record in postman I see this within: "email": [ { "email_address": " --my-email-address--", "invalid_email": false, "opt_out": false, "email_address_id": "0kQoprP4FqQdpKThqWhtZKHZYDo4DT", "primary_address": true, "reply_to_address": false } Do I need to use something like: <module>/:record/ link / Do I need the ID of the email? Then this does work... but I will not (not at first) know the email ID for each record: PUT {{url}} Contacts/MassUpdate { "massupdate_params": { "uid": [ "003d000001lVSEtAAO" ], "email": [ { "email_address": "--my-email-address--", "invalid_email": false, "opt_out": true, "email_address_id": "0kQoprP4FqQdpKThqWhtZKHZYDo4DT", "primary_address": true, "reply_to_address": false } ] } } Thank you in advance for any tips. I may be on the wrong track completely! No rush. Just stuck.

Set Contact > Email opt_out. via API (postman) or .csv Import

Hello all,

I am looking at how I can update Contact Records > Email Address > "Opt_Out"

- But via csv. (for either import or using Postman > Runner)

Found this old post but has a missing image - the crucial part of the solution

For info, we send some campaigns not from Sugar, and if folk opt out of those other campaigns i wish to opt them out from their contact record > email address in back in Sugar.

But, I am stuck on what that will look like.
I do a ton of updates and things using Postman, api. And also use postman's runner often. Hoping to do that.

tried this initial attempt:

PUT {{url}}Contacts/MassUpdate

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{ "massupdate_params": 
    { "uid": 
        [ "003d000001lVSEtAAO"
    ], 
    "email_opt_out": false
    }
}
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

{ "massupdate_params": 
    { "uid": 
        [ "003d000001lVSEtAAO"
    ], 

    "email_opt_out": false

    }
}

If I GET my own contact record in postman I see this within:

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 "email": [
        {
            "email_address": " --my-email-address--",
            "invalid_email": false,
            "opt_out": false,
            "email_address_id": "0kQoprP4FqQdpKThqWhtZKHZYDo4DT",
            "primary_address": true,
            "reply_to_address": false
        }
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

 "email": [
        {
            "email_address": " --my-email-address--",
            "invalid_email": false,
            "opt_out": false,
            "email_address_id": "0kQoprP4FqQdpKThqWhtZKHZYDo4DT",
            "primary_address": true,
            "reply_to_address": false
        }

Do I need to use something like: <module>/:record/link/
Do I need the ID of the email?

Then this does work... but I will not (not at first) know the email ID for each record:

PUT {{url}}Contacts/MassUpdate

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{ "massupdate_params": 
    { "uid": 
        [ "003d000001lVSEtAAO"
    ], 
     "email": [
        {
            "email_address": "--my-email-address--",
            "invalid_email": false,
            "opt_out": true,
            "email_address_id": "0kQoprP4FqQdpKThqWhtZKHZYDo4DT",
            "primary_address": true,
            "reply_to_address": false
        }
    ]
    }
}
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

{ "massupdate_params": 
    { "uid": 
        [ "003d000001lVSEtAAO"
    ], 

     "email": [
        {
            "email_address": "--my-email-address--",
            "invalid_email": false,
            "opt_out": true,
            "email_address_id": "0kQoprP4FqQdpKThqWhtZKHZYDo4DT",
            "primary_address": true,
            "reply_to_address": false
        }
    ]

    }
}

Thank you in advance for any tips. I may be on the wrong track completely!
No rush.
Just stuck.

0 Luke Ridgway 9 months ago

sorry, somehow posted this Not in the dev club area.
0 Chris Raffle 9 months ago

Hi Luke Ridgway

With regards to the older SugarClub post, there is a KB article that covers updating email address attributes:

Importing Email Address Attributes and Multiple Email Addresses

For updating email addresses via API, the following dev guide page should help:

Updating Email Addresses Using the REST API

Chris

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year
0 Luke Ridgway 9 months ago

Ah great, thank you Chris (I saw you were online and was hoping you would see the post )
That second link looks like exactly what was after - thank you.

This is what I came up with in the meantime too:

- I now have a report (rows & columns) which I got the query/sql from (show query > preview)
- And created a custom query with that SQL. (manage advanced reports > show custom queries > create)

- I can then change this:
WHERE (((l1.email_address='myemailaddress'

- to:
WHERE (((l1.email_address IN('myemailaddress','nextEmail','nextEmail','nextEmail','and so on')

Then, with our export from the other system of just the email addresses to opt out I can textjoin those in the spreadheet into an array like:
'myemailaddress','nextEmail','nextEmail','nextEmail','and so on'

Paste that into the custom query which will then return me the email address, contact id, email id, opt_out, email_invalid.

Then, I can use those as variables in postman runner (where the .csv headers match exactly).

I will update what I currently have using the link you provided too - then test!

I am ahead of the game as I don't have the list from the other system yet.
But as I had said "yeah, just give me the list and I will opt them out in my system (sugar)" I thought I better make sure I can actually do that!
0 Alex Nassi 9 months ago in reply to Luke Ridgway

Hi Luke Ridgway - not a problem, I just moved it over to DevClub for you