Review accounts and people

Review records after discovery or import. Correct the shared record data, then set the review state in this campaign.

Before you start

Complete the HTTP quickstart. Set LINKT_API_URL and LINKT_API_KEY.
Create a campaign. Set CAMPAIGN_ID to the returned id.
Use an API key with effective permissions for the reads and changes in this guide. See Permissions.
This procedure starts no research and uses no credits.
Fill the campaign through discovery or import.

Review accounts

Find new records

curl --fail-with-body --request GET "$LINKT_API_URL/v2/accounts?campaign_id=$CAMPAIGN_ID&limit=5&review_state=new" \
  --header "x-api-key: $LINKT_API_KEY"

API reference: search_accounts

Select an account from data and set ACCOUNT_ID to its id.

Read and correct the account

curl --fail-with-body --request GET "$LINKT_API_URL/v2/accounts/$ACCOUNT_ID" \
  --header "x-api-key: $LINKT_API_KEY"

API reference: get_account

Store the returned id; a merged record can return a different ID.

curl --fail-with-body --request PATCH "$LINKT_API_URL/v2/accounts/$ACCOUNT_ID" \
  --header "x-api-key: $LINKT_API_KEY" \
  --header "Content-Type: application/json" \
  --data '{"domain":"bluefin-analytics.example","website":"https://www.bluefin-analytics.example"}'

API reference: update_account

Rules: Account updates.

Set its review state

curl --fail-with-body --request PATCH "$LINKT_API_URL/v2/campaigns/$CAMPAIGN_ID/accounts" \
  --header "x-api-key: $LINKT_API_KEY" \
  --header "Content-Type: application/json" \
  --data "$(jq -cn --arg ACCOUNT_ID "$ACCOUNT_ID" '{"ids":["0190a4e2-0000-7000-8000-000000000002"],"review_state":"reviewed"} | walk(if . == "0190a4e2-0000-7000-8000-000000000002" then $ACCOUNT_ID else . end)')"

API reference: set_account_review_state

Rules: Set the review state.

Repeat for the remaining records. Request the next cursor with the same filters to finish the current list traversal. Start a new traversal to find records added or changed during review. See Paginate a list.

Review people

Use the same procedure with the people operations. Set PERSON_ID from the list response.

curl --fail-with-body --request GET "$LINKT_API_URL/v2/people?campaign_id=$CAMPAIGN_ID&limit=5&review_state=new" \
  --header "x-api-key: $LINKT_API_KEY"

API reference: search_people

curl --fail-with-body --request GET "$LINKT_API_URL/v2/people/$PERSON_ID" \
  --header "x-api-key: $LINKT_API_KEY"

API reference: get_person

curl --fail-with-body --request PATCH "$LINKT_API_URL/v2/people/$PERSON_ID" \
  --header "x-api-key: $LINKT_API_KEY" \
  --header "Content-Type: application/json" \
  --data '{"title":"Head of Data"}'

API reference: update_person

curl --fail-with-body --request PATCH "$LINKT_API_URL/v2/campaigns/$CAMPAIGN_ID/people" \
  --header "x-api-key: $LINKT_API_KEY" \
  --header "Content-Type: application/json" \
  --data "$(jq -cn --arg PERSON_ID "$PERSON_ID" '{"ids":["0190a4e2-0000-7000-8000-000000000003"],"review_state":"reviewed"} | walk(if . == "0190a4e2-0000-7000-8000-000000000003" then $PERSON_ID else . end)')"

API reference: set_person_review_state

Rules: Person updates and contacted state.

Next steps

Manage membershipAdd or remove existing records.Monitor signalsFind events for the accounts in your campaign.Export dataDownload the campaign records as CSV.