API v8: Convert Lead to Account

Kuky · 8 September 2020 14:06

Hi everyone,

Im no expert on the Suite CRM API, so I might be missing something, does anyone know or have any example about this? doesn’t look like the v8 API has this functionality. If this was the case, can anyone put me on the right track about extending the API to add this?.

Thanks in advance!

crmspace · 8 September 2020 14:13

Hi,
I assume there is no method available that converts leads to contacts like a user would do it using a browser. The approach here:

wasn’t doing that either, it was just updating the leads status to “converted” and creating some relationships.

Options:

do the conversation yourself using the already existing API methods (first updating the lead status, then creating a contact/account + the relationships)
create a custom API method that does the trick with less requests

Kuky · 8 September 2020 14:29

Hello team!

Awesome, I’ll look into the first option and make some tests.

thank you very much for your quick response!!

pgr · 8 September 2020 19:11

Note that a lot of stuff happens during Lead conversion:

github.com

salesagility/SuiteCRM/blob/master/modules/Leads/LeadFormBase.php#L254


                // if account_name is being changed in this edit, update the id whether it was present before or not,
                // or bank it if there were zero (or more than one) account_name matches
                $leadBean->account_id = (($account_results->num_rows === 1) ? $row['id'] : '');
            }
        }
    }

    return $leadBean->account_id;
}

public function handleSave($prefix, $redirect=true, $useRequired=false, $do_save=true, $exist_lead=null)
{
    require_once('modules/Campaigns/utils.php');
    require_once('include/formbase.php');

    if (empty($exist_lead)) {
        $focus = BeanFactory::newBean('Leads');
    } else {
        $focus = $exist_lead;
    }

Those 178+ lines handle a bunch of different cases, you don’t need to emulate all of that through the API, but make sure your code covers everything that might be needed…

Kuky · 9 September 2020 12:09

Hi @pgr

I will have it in mind,
thanks!