Update a partner

Update a partner. Lookup by slug (default), id, lasso_key, name, or external ID using the ?by= query param. Requires partners_edit permission.

Only the fields you send are changed. A field sent as null or an empty string is left as it was: this endpoint cannot clear a field. Lookup objects (managed_by, partner_type, tier, segment) must be objects such as {"slug": "gold"}; any other shape is a 400, and one that resolves to nothing is a 404.

When tier and segment are both sent, the tier is applied first and then the reward plan, so the plan you name wins over the tier's own plan.

patch/partners/{identifier}

Request

Base URL: https://api.lassotech.com/api/v1/rest
URL: https://api.lassotech.com/api/v1/rest/partners/{identifier}
Auth: API key in header x-lasso-access-token

Path parameters

identifierstring required

Partner identifier (slug by default, or value matching by param)

Query parameters

by'slug' | 'id' | 'lasso_key' | 'name' | 'external'

How to read the partner identifier in the path. See Resource Lookup.

external_system_typestring

Required when by=external. e.g. HUBSPOT, SALESFORCE, PIPEDRIVE

external_object_typestring

Required when by=external (optional for a Salesforce partner). e.g. company, deal, opportunity, account

Request body

namestring

website_urlstring

linkedin_urlstring

slugstring

managed_by_idstring

tier_change_reasonstring

payment_terms'due_on_invoice' | 'net_10' | 'net_15' | 'net_30' | 'net_45' | 'net_60' | 'net_90' | 'end_of_month'

payment_frequency'monthly' | 'quarterly' | 'semi_annually' | 'yearly'

Example request

{
  "managed_by": {
    "email": "manager@company.com",
    "crm_system_type": "SALESFORCE"
  }
}

Response

Partner updated

Example response

{
  "partner": {
    "slug": "acme-corp",
    "name": "Acme Corp",
    "crm_identifier": "P-A1B2C3",
    "website_url": "https://acme.com",
    "partner_type": "Referral",
    "segment": "Default",
    "managed_by": "manager@company.com",
    "payment_terms": "net_30",
    "payment_frequency": "monthly"
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.