Rolodex (Contacts & Organizations) (v1-2025-04-18)

The Contacts & Organizations, or Rolodex, app provides the Customer Relationship Management (CRM) capabilities of the Rhythm platform. Common integrations with the Rolodex API include finding or updating contact information, demographics, or communication preferences for a Contact or Organization.

Like most of the other Rhythm apps, the Rolodex API includes endpoints for Query Definitions. These endpoints are commonly used to retrieve saved queries, which can then be executed using the Query endpoints of the System API.

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Servers
Mock server
https://docs.api.rhythmsoftware.com/_mock/apis/rolodex/rolodex-v1/
https://rolodex.api.rhythmsoftware.com/

Account Delegation Processes

Account Delegation Processes

Operations

Address Types

Address Types

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Communication Types

Communication Types

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Contact Directories

Contact Directories

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Contact Districts

Contact Districts

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Contact Duplicates

Contact Duplicates

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Contact Login Profiles

Contact Login Profiles

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Contact Role Rule Sets

Contact Role Rule Sets

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Contact Roles

Contact Roles

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Contacts

Contacts

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Custom Activities

Custom Activities

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Custom Activity Types

Custom Activity Types

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Custom Engagement Metrics

Custom Engagement Metrics

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Engagement Categories

Engagement Categories

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Engagement Models

Engagement Models

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Engagement Scores

Engagement Scores

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Organization Directories

Organization Directories

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Organization Duplicates

Organization Duplicates

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Organization Types

Organization Types

Operations

Organizations

Organizations

Operations

Get all descendent organizations

Request

Recursively finds all descendents to an organization

Path
tenantIdstringrequired

The id of the tenant being accessed

idstringrequired

The organization ID

Query
fieldsstring

The fields

curl -i -X GET \
  'https://docs.api.rhythmsoftware.com/_mock/apis/rolodex/rolodex-v1/organizations/{tenantId}/descendents/{id}?fields=string' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>'

Responses

Conflicts were retrieved successfully

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/jsonArray [
acronymstring(Acronym)

The acronym for the organization, if applicable

addressobject(Address)

A complete address

alt_phone_numberstring(Alt Phone Number)

The alternative phone number

alternate_domain_namesArray of strings(Alternate Domain Names)

Alternate domain names that are associated with this organization

ancestor_organization_idsArray of strings(Ancestor Organizations)>= 0 items

The ancestor organizations, including the parent organization

billing_addressobject(Address)

A complete address

contact_role_compliance_statusstring(Contact Role Compliance Status)
Enum"in compliance""not in compliance"
contact_role_compliance_violationsArray of objectsnon-emptyrequired
contact_role_compliance_violations[].​compliance_valuenumber(float)(Compliance Value)required
contact_role_compliance_violations[].​contact_role_idstring(Contact Role)required
contact_role_compliance_violations[].​contact_role_namestring(Contact Role Name)
contact_role_compliance_violations[].​number_of_contactsnumber(float)(Number Of Contacts)required
contact_role_compliance_violations[].​violation_typestring(Violation Type)required
Enum"too few""too many"
custom_field_valuesArray of objects(Custom Field Values)
date_profile_last_updatedstring(date-time)(Date Profile Last Updated)

The date that this organization profile was last updated

descriptionstring(Description)

A description of the organization

domain_namestring(Domain Name)
facebookstring(Facebook)

Url to the organization's Facebook account

fax_phone_numberstring(Fax Phone Number)

The fax phone number

flagsArray of strings(Flags)

Flags that indicate what type of organization this is

idstring(ID)^[\w|-]+$

The unique, string identifier of this organization

linked_instring(LinkedIn)

Url to the organization's LinkedIn account

logo_urlstring(Logo Url)

Url of a logo for this organization

main_phone_numberstring(Main Phone Number)

The primary phone number

namestring(Name)required

The name of the organization

notesstring(Notes)

Any organization notes

numbernumber(float)(Number)required

The contact number

number_of_ancestorsnumber(float)(Number Of Ancestors)

The number of ancestors this organization has

other_addressesArray of objects
other_phone_numbersArray of objects
override_automatic_region_assignmentboolean(Override Automatic Region Assignment)

If true, the region assignment for this record is overridden and should not be automatically assigned

parent_organization_idstring(Parent Organization)

The parent organization of this one

region_idstring(Region)

The region

statusstring(Status)

The status of the organization record

Enum"active""duplicate""inactive"
sys_bulk_load_atstring(Sys Bulk Load At)

If this record was loaded via bulk, the timestamp when the record was processed

sys_bulk_load_idstring(Sys Bulk Load)

If this record was loaded via bulk, the ID of the bulk load process

sys_bulk_load_pkstring(Sys Bulk Load Pk)

If this record was loaded via bulk, the tenant and key of the bulk load process used as a partition key

sys_bulk_load_record_nonumber(float)(Sys Bulk Load Record No)

If this record was loaded via bulk, the record number in the source file

sys_bulk_load_source_filestring(Sys Bulk Load Source File)

If this record was loaded via bulk, the source file

sys_calculated_field_errorstring(Sys Calculated Field Error)

The error associated with the calculated field

sys_calculated_field_errorsArray of objects
sys_configuration_snapshot_idstring(Sys Configuration Snapshot)

If a snapshot was restored/applies to this record, the ID of the snapshot

sys_created_atstring(date-time)(Sys Created At)required

The date/time that this record was created, expressed in ISO-8601 date format

sys_created_by_idstring(Sys Created By)required

The ID of the user that created this record

sys_deleted_by_idstring(Sys Deleted By)

The ID of the user that deleted (or last tried to delete) this object

sys_directivestring(Sys Directive)

Means for passing directive information into an object processing logic

sys_external_idstring(Sys External)

The ID that a record has from an external system or data import

sys_has_files_in_s3boolean(Sys Has Files In S3)

If true, this record has files in S3. If false, it doesnt, so no need to hit S3 upon deletion

sys_last_bulk_data_operation_idstring(Sys Last Bulk Data Operation)

If this record was last touched by a bulk data operation, the ID of that operation

sys_last_bulk_data_operation_sys_versionstring(Sys Last Bulk Data Operation Sys Version)

If this record was last touched by a bulk data operation, the sys_version at the time of that operation

sys_last_modified_atstring(date-time)(Sys Last Modified At)required

The date/time that this record record was last modified, expressed in ISO-8601 date format

sys_last_modified_by_idstring(Sys Last Modified By)required

The ID of the user that last modified this record

sys_last_security_contextobject(Sys Last Security Context)

The security context of the last insert, modify, or delete performed on this item

sys_lockedboolean(Sys Locked)

If set, this record is locked and cannot be changed via the API

sys_search_citystring(Sys Search City)

Search field, internal use only

sys_search_city_lowerstring(Sys Search City Lower)

Search field, internal use only

sys_search_domain_namestring(Sys Search Domain Name)

Search field, internal use only

sys_search_namestring(Sys Search Name)

Search field, internal use only

sys_search_statestring(Sys Search State)

Search field, internal use only

sys_search_state_lowerstring(Sys Search State Lower)

Search field, internal use only

sys_snapshot_base_versionnumber(float)(Sys Snapshot Base Version)

The version to use as a base when creating a configuration snapshot; if not set, 1 is used. Helpful when creating a sandbox

sys_versionnumber(float)(Sys Version)

A number representing the version of this record in the database

tax_exemptboolean(Tax Exempt)

Whether or not this organization is tax exempt

top_level_organization_idstring(Top Level Organization)

The top level organization; which is the last entry in the ancestor_organization_ids array

twitterstring(Twitter)

Url to the organization's Twitter account

type_idstring(Type)

The organization type

websitestring(Website)

The url of the organization website

]
Response
application/json
[ { "acronym": "string", "address": {}, "alt_phone_number": "string", "alternate_domain_names": [], "ancestor_organization_ids": [], "billing_address": {}, "contact_role_compliance_status": "in compliance", "contact_role_compliance_violations": [], "custom_field_values": [], "date_profile_last_updated": "2019-08-24T14:15:22Z", "description": "string", "domain_name": "string", "facebook": "string", "fax_phone_number": "string", "flags": [], "id": "string", "linked_in": "string", "logo_url": "string", "main_phone_number": "string", "name": "string", "notes": "string", "number": 0.1, "number_of_ancestors": 0.1, "other_addresses": [], "other_phone_numbers": [], "override_automatic_region_assignment": true, "parent_organization_id": "string", "region_id": "string", "status": "active", "sys_bulk_load_at": "string", "sys_bulk_load_id": "string", "sys_bulk_load_pk": "string", "sys_bulk_load_record_no": 0.1, "sys_bulk_load_source_file": "string", "sys_calculated_field_error": "string", "sys_calculated_field_errors": [], "sys_configuration_snapshot_id": "string", "sys_created_at": "2019-08-24T14:15:22Z", "sys_created_by_id": "string", "sys_deleted_by_id": "string", "sys_directive": "string", "sys_external_id": "string", "sys_has_files_in_s3": true, "sys_last_bulk_data_operation_id": "string", "sys_last_bulk_data_operation_sys_version": "string", "sys_last_modified_at": "2019-08-24T14:15:22Z", "sys_last_modified_by_id": "string", "sys_last_security_context": {}, "sys_locked": true, "sys_search_city": "string", "sys_search_city_lower": "string", "sys_search_domain_name": "string", "sys_search_name": "string", "sys_search_state": "string", "sys_search_state_lower": "string", "sys_snapshot_base_version": 0.1, "sys_version": 0.1, "tax_exempt": true, "top_level_organization_id": "string", "twitter": "string", "type_id": "string", "website": "string" } ]

Returns the organization matching the specified domain_name

Request

Returns the organization matching the specified domain_name

Path
tenantIdstringrequired

The tenant

domain_namestringrequired

The domain_name to use to for record lookup

Query
fieldsstring

The fields that you want to retrieve; if omitted, the entire object is returned

curl -i -X GET \
  'https://docs.api.rhythmsoftware.com/_mock/apis/rolodex/rolodex-v1/organizations/{tenantId}/domain_name/{domain_name}?fields=string' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>'

Responses

The record was retrieved successfully

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/json
acronymstring(Acronym)

The acronym for the organization, if applicable

addressobject(Address)

A complete address

alt_phone_numberstring(Alt Phone Number)

The alternative phone number

alternate_domain_namesArray of strings(Alternate Domain Names)

Alternate domain names that are associated with this organization

ancestor_organization_idsArray of strings(Ancestor Organizations)>= 0 items

The ancestor organizations, including the parent organization

billing_addressobject(Address)

A complete address

contact_role_compliance_statusstring(Contact Role Compliance Status)
Enum"in compliance""not in compliance"
contact_role_compliance_violationsArray of objectsnon-emptyrequired
contact_role_compliance_violations[].​compliance_valuenumber(float)(Compliance Value)required
contact_role_compliance_violations[].​contact_role_idstring(Contact Role)required
contact_role_compliance_violations[].​contact_role_namestring(Contact Role Name)
contact_role_compliance_violations[].​number_of_contactsnumber(float)(Number Of Contacts)required
contact_role_compliance_violations[].​violation_typestring(Violation Type)required
Enum"too few""too many"
custom_field_valuesArray of objects(Custom Field Values)
date_profile_last_updatedstring(date-time)(Date Profile Last Updated)

The date that this organization profile was last updated

descriptionstring(Description)

A description of the organization

domain_namestring(Domain Name)
facebookstring(Facebook)

Url to the organization's Facebook account

fax_phone_numberstring(Fax Phone Number)

The fax phone number

flagsArray of strings(Flags)

Flags that indicate what type of organization this is

idstring(ID)^[\w|-]+$

The unique, string identifier of this organization

linked_instring(LinkedIn)

Url to the organization's LinkedIn account

logo_urlstring(Logo Url)

Url of a logo for this organization

main_phone_numberstring(Main Phone Number)

The primary phone number

namestring(Name)required

The name of the organization

notesstring(Notes)

Any organization notes

numbernumber(float)(Number)required

The contact number

number_of_ancestorsnumber(float)(Number Of Ancestors)

The number of ancestors this organization has

other_addressesArray of objects
other_phone_numbersArray of objects
override_automatic_region_assignmentboolean(Override Automatic Region Assignment)

If true, the region assignment for this record is overridden and should not be automatically assigned

parent_organization_idstring(Parent Organization)

The parent organization of this one

region_idstring(Region)

The region

statusstring(Status)

The status of the organization record

Enum"active""duplicate""inactive"
sys_bulk_load_atstring(Sys Bulk Load At)

If this record was loaded via bulk, the timestamp when the record was processed

sys_bulk_load_idstring(Sys Bulk Load)

If this record was loaded via bulk, the ID of the bulk load process

sys_bulk_load_pkstring(Sys Bulk Load Pk)

If this record was loaded via bulk, the tenant and key of the bulk load process used as a partition key

sys_bulk_load_record_nonumber(float)(Sys Bulk Load Record No)

If this record was loaded via bulk, the record number in the source file

sys_bulk_load_source_filestring(Sys Bulk Load Source File)

If this record was loaded via bulk, the source file

sys_calculated_field_errorstring(Sys Calculated Field Error)

The error associated with the calculated field

sys_calculated_field_errorsArray of objects
sys_configuration_snapshot_idstring(Sys Configuration Snapshot)

If a snapshot was restored/applies to this record, the ID of the snapshot

sys_created_atstring(date-time)(Sys Created At)required

The date/time that this record was created, expressed in ISO-8601 date format

sys_created_by_idstring(Sys Created By)required

The ID of the user that created this record

sys_deleted_by_idstring(Sys Deleted By)

The ID of the user that deleted (or last tried to delete) this object

sys_directivestring(Sys Directive)

Means for passing directive information into an object processing logic

sys_external_idstring(Sys External)

The ID that a record has from an external system or data import

sys_has_files_in_s3boolean(Sys Has Files In S3)

If true, this record has files in S3. If false, it doesnt, so no need to hit S3 upon deletion

sys_last_bulk_data_operation_idstring(Sys Last Bulk Data Operation)

If this record was last touched by a bulk data operation, the ID of that operation

sys_last_bulk_data_operation_sys_versionstring(Sys Last Bulk Data Operation Sys Version)

If this record was last touched by a bulk data operation, the sys_version at the time of that operation

sys_last_modified_atstring(date-time)(Sys Last Modified At)required

The date/time that this record record was last modified, expressed in ISO-8601 date format

sys_last_modified_by_idstring(Sys Last Modified By)required

The ID of the user that last modified this record

sys_last_security_contextobject(Sys Last Security Context)

The security context of the last insert, modify, or delete performed on this item

sys_lockedboolean(Sys Locked)

If set, this record is locked and cannot be changed via the API

sys_search_citystring(Sys Search City)

Search field, internal use only

sys_search_city_lowerstring(Sys Search City Lower)

Search field, internal use only

sys_search_domain_namestring(Sys Search Domain Name)

Search field, internal use only

sys_search_namestring(Sys Search Name)

Search field, internal use only

sys_search_statestring(Sys Search State)

Search field, internal use only

sys_search_state_lowerstring(Sys Search State Lower)

Search field, internal use only

sys_snapshot_base_versionnumber(float)(Sys Snapshot Base Version)

The version to use as a base when creating a configuration snapshot; if not set, 1 is used. Helpful when creating a sandbox

sys_versionnumber(float)(Sys Version)

A number representing the version of this record in the database

tax_exemptboolean(Tax Exempt)

Whether or not this organization is tax exempt

top_level_organization_idstring(Top Level Organization)

The top level organization; which is the last entry in the ancestor_organization_ids array

twitterstring(Twitter)

Url to the organization's Twitter account

type_idstring(Type)

The organization type

websitestring(Website)

The url of the organization website

Response
application/json
{ "acronym": "string", "address": { "city": "string", "country": "string", "country_name": "string", "county": "string", "latitude": 0.1, "line1": "string", "line2": "string", "line3": "string", "longitude": 0.1, "postal_code": "string", "state": "string", "time_zone_id": "string" }, "alt_phone_number": "string", "alternate_domain_names": [ "string" ], "ancestor_organization_ids": [ "string" ], "billing_address": { "city": "string", "country": "string", "country_name": "string", "county": "string", "latitude": 0.1, "line1": "string", "line2": "string", "line3": "string", "longitude": 0.1, "postal_code": "string", "state": "string", "time_zone_id": "string" }, "contact_role_compliance_status": "in compliance", "contact_role_compliance_violations": [ {} ], "custom_field_values": [ {} ], "date_profile_last_updated": "2019-08-24T14:15:22Z", "description": "string", "domain_name": "string", "facebook": "string", "fax_phone_number": "string", "flags": [ "string" ], "id": "string", "linked_in": "string", "logo_url": "string", "main_phone_number": "string", "name": "string", "notes": "string", "number": 0.1, "number_of_ancestors": 0.1, "other_addresses": [ {} ], "other_phone_numbers": [ {} ], "override_automatic_region_assignment": true, "parent_organization_id": "string", "region_id": "string", "status": "active", "sys_bulk_load_at": "string", "sys_bulk_load_id": "string", "sys_bulk_load_pk": "string", "sys_bulk_load_record_no": 0.1, "sys_bulk_load_source_file": "string", "sys_calculated_field_error": "string", "sys_calculated_field_errors": [ {} ], "sys_configuration_snapshot_id": "string", "sys_created_at": "2019-08-24T14:15:22Z", "sys_created_by_id": "string", "sys_deleted_by_id": "string", "sys_directive": "string", "sys_external_id": "string", "sys_has_files_in_s3": true, "sys_last_bulk_data_operation_id": "string", "sys_last_bulk_data_operation_sys_version": "string", "sys_last_modified_at": "2019-08-24T14:15:22Z", "sys_last_modified_by_id": "string", "sys_last_security_context": {}, "sys_locked": true, "sys_search_city": "string", "sys_search_city_lower": "string", "sys_search_domain_name": "string", "sys_search_name": "string", "sys_search_state": "string", "sys_search_state_lower": "string", "sys_snapshot_base_version": 0.1, "sys_version": 0.1, "tax_exempt": true, "top_level_organization_id": "string", "twitter": "string", "type_id": "string", "website": "string" }

Finds all conflicting fields for organizations

Request

This method will load organizations, compare them, and return all fields that are in conflict

Path
tenantIdstringrequired

The id of the tenant being accessed

idsstringrequired

Comma-separated listo fIDS

curl -i -X GET \
  'https://docs.api.rhythmsoftware.com/_mock/apis/rolodex/rolodex-v1/organizations/{tenantId}/getFieldConflicts/{ids}' \
  -H 'Authorization: Bearer <YOUR_JWT_HERE>'

Responses

Conflicts were retrieved successfully

Headers
Access-Control-Allow-Headersstring
Access-Control-Allow-Methodsstring
Access-Control-Allow-Originstring
Bodyapplication/json
conflicting_fieldsArray of strings
contactsArray of objects(Contact)
organizationsArray of objects(Organization)
Response
application/json
{ "conflicting_fields": [ "string" ], "contacts": [ {} ], "organizations": [ {} ] }

Phone Number Types

Phone Number Types

Operations

Query Definitions

Query Definitions

Operations

Region Configurations

Region Configurations

Operations

Regions

Regions

Operations

Relationship Types

Relationship Types

Operations

Relationships

Relationships

Operations

Settings

Settings

Operations

Statistics

Statistics

Operations