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Match Account

POST 
/account/match

Finds an existing account using a cascading match strategy. Tries each provided criterion in priority order — accountId, externalLeadId, sourceId, then address — and returns the first match found. A sourceId match uses sourceId alone. accountSource is not required and is not part of the key. When matching by address, additional accounts at the same location may also be returned. Only accounts the caller can view are returned, and the response has no account when nothing matches. Call this before /account/add to avoid creating duplicates, or use /account/upsert to match and write in one call. Use /account/get instead when you already have the accountId.

Request​

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Success