IT Glue Contacts

IT Glue Contacts Management

Overview

Contacts in IT Glue represent people associated with organizations, including clients, vendors, and partners. Proper contact management enables quick access to communication details, role information, and establishes clear points of contact for each organization.

Key Concepts

Contact Types

Contacts are classified by type to identify their role:

| Type | Description | Use Case | |------|-------------|----------| | Primary | Main point of contact | First contact for general inquiries | | Technical | IT-related contact | Troubleshooting, technical decisions | | Billing | Financial contact | Invoicing, payment questions | | Executive | C-level/management | Strategic discussions, escalations | | End User | Regular employees | Support ticket requesters | | Vendor | External vendor contacts | Supplier communications |

Contact Hierarchy

Organizations can have multiple contacts with different roles:

Organization: Acme Corporation
├── Primary Contact: John Smith (CEO)
├── Technical Contact: Jane Doe (IT Manager)
├── Billing Contact: Bob Wilson (CFO)
└── End Users:
    ├── Alice Brown (Sales)
    ├── Charlie Davis (Marketing)
    └── Diana Evans (HR)

Field Reference

Core Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | id | integer | System | Auto-generated unique identifier | | organization-id | integer | Yes | Parent organization | | first-name | string | No | First name | | last-name | string | No | Last name | | name | string | System | Full name (auto-generated) | | title | string | No | Job title | | contact-type-id | integer | No | Type classification |

Communication Fields

| Field | Type | Description | |-------|------|-------------| | contact-emails | array | Email addresses | | contact-phones | array | Phone numbers |

Location Fields

| Field | Type | Description | |-------|------|-------------| | location-id | integer | Associated location |

Documentation Fields

| Field | Type | Description | |-------|------|-------------| | notes | string | Contact notes (HTML) | | important | boolean | VIP/important flag |

PSA Integration Fields

| Field | Type | Description | |-------|------|-------------| | psa-id | string | PSA contact ID | | psa-integration-type | string | PSA platform type |

Metadata Fields

| Field | Type | Description | |-------|------|-------------| | created-at | datetime | Creation timestamp | | updated-at | datetime | Last update timestamp |

API Patterns

List Contacts

GET /contacts
x-api-key: YOUR_API_KEY
Content-Type: application/vnd.api+json

By Organization:

GET /organizations/123/relationships/contacts

With Filters:

GET /contacts?filter[organization-id]=123&filter[contact-type-id]=456

With Pagination:

GET /contacts?page[size]=100&page[number]=1&sort=name

Get Single Contact

GET /contacts/789
x-api-key: YOUR_API_KEY

With Includes:

GET /contacts/789?include=organization,location,contact-type

Create Contact

POST /contacts
Content-Type: application/vnd.api+json
x-api-key: YOUR_API_KEY

{
  "data": {
    "type": "contacts",
    "attributes": {
      "organization-id": 123456,
      "first-name": "John",
      "last-name": "Smith",
      "title": "IT Manager",
      "contact-type-id": 12,
      "contact-emails": [
        {
          "value": "john.smith@acme.com",
          "label-name": "Work",
          "primary": true
        },
        {
          "value": "john.smith@gmail.com",
          "label-name": "Personal",
          "primary": false
        }
      ],
      "contact-phones": [
        {
          "value": "555-123-4567",
          "label-name": "Office",
          "primary": true
        },
        {
          "value": "555-987-6543",
          "label-name": "Mobile",
          "primary": false
        }
      ],
      "notes": "<p>Primary technical contact. Available M-F 9-5.</p>",
      "important": true
    }
  }
}

Update Contact

PATCH /contacts/789
Content-Type: application/vnd.api+json
x-api-key: YOUR_API_KEY

{
  "data": {
    "type": "contacts",
    "attributes": {
      "title": "Senior IT Manager",
      "notes": "<p>Promoted to Senior IT Manager. Still primary contact.</p>"
    }
  }
}

Delete Contact

DELETE /contacts/789
x-api-key: YOUR_API_KEY

Search by Various Fields

By Name:

GET /contacts?filter[name]=John Smith

By Organization:

GET /contacts?filter[organization-id]=123

By PSA ID:

GET /contacts?filter[psa-id]=54321

Contact Emails

Email Structure

{
  "contact-emails": [
    {
      "value": "user@example.com",
      "label-name": "Work",
      "primary": true
    }
  ]
}

Label Names:

• Work
• Personal
• Other

Update Email

To update emails, include the full array in your PATCH request.

Contact Phones

Phone Structure

{
  "contact-phones": [
    {
      "value": "555-123-4567",
      "label-name": "Office",
      "primary": true,
      "extension": "123"
    }
  ]
}

Label Names:

• Office
• Mobile
• Home
• Fax
• Other

Common Workflows

New Contact Creation

async function createOrgContact(orgId, contactData) {
  const emails = contactData.emails.map((email, i) => ({
    value: email.address,
    'label-name': email.type || 'Work',
    primary: i === 0
  }));

  const phones = contactData.phones.map((phone, i) => ({
    value: phone.number,
    'label-name': phone.type || 'Office',
    primary: i === 0,
    extension: phone.extension
  }));

  return await createContact({
    'organization-id': orgId,
    'first-name': contactData.firstName,
    'last-name': contactData.lastName,
    title: contactData.title,
    'contact-type-id': contactData.typeId,
    'contact-emails': emails,
    'contact-phones': phones,
    notes: contactData.notes,
    important: contactData.isVip
  });
}

Find Primary Contact

async function getPrimaryContact(orgId) {
  const contacts = await fetchContacts({
    filter: {
      'organization-id': orgId,
      'contact-type-id': PRIMARY_CONTACT_TYPE
    }
  });

  // Return first primary contact or null
  return contacts[0] || null;
}

Contact Directory

async function generateContactDirectory(orgId) {
  const contacts = await fetchContacts({
    filter: { 'organization-id': orgId },
    include: 'contact-type,location'
  });

  return contacts.map(contact => ({
    name: contact.attributes.name,
    title: contact.attributes.title,
    type: contact.included?.find(i =>
      i.type === 'contact-types' &&
      i.id === contact.relationships['contact-type']?.data?.id
    )?.attributes?.name,
    emails: contact.attributes['contact-emails']?.map(e => ({
      email: e.value,
      type: e['label-name'],
      primary: e.primary
    })),
    phones: contact.attributes['contact-phones']?.map(p => ({
      number: p.value,
      type: p['label-name'],
      ext: p.extension,
      primary: p.primary
    })),
    important: contact.attributes.important
  }));
}

PSA Contact Sync

async function syncContactFromPsa(psaContact, orgId) {
  // Check if contact already exists
  const existing = await findContactByPsaId(psaContact.id);

  if (existing) {
    // Update existing contact
    return await updateContact(existing.id, {
      'first-name': psaContact.firstName,
      'last-name': psaContact.lastName,
      title: psaContact.title,
      'contact-emails': [{
        value: psaContact.email,
        'label-name': 'Work',
        primary: true
      }],
      'contact-phones': [{
        value: psaContact.phone,
        'label-name': 'Office',
        primary: true
      }]
    });
  } else {
    // Create new contact
    return await cr