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Answered
Is there a way to determine who an account list belongs to?

As a part of a project I am working on, a user must provide their internal CIF, which I then use to get a list of the accounts associated with that Internal CIF using GetAccountListByInternalCif https://docs.q2developer.com/api_references/hq_api/q2_api/GetAccountListByInternalCif.html?highlight=internalcif#module-q2_sdk.hq.hq_api.q2_api.GetAccountListByInternalCif. What I am looking to do is figure out which user these accounts are associated with, or which user is associated with the provided Internal CIF. How could something like this be done? From the data that appears in the account list, it is not apparent to me how any account could be linked to a particular user.

Posted 3 years ago
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Answers


Ethan, we have a DB helper to "get" Users that you can pass the "primary_cif" into in order to get a User Record Response. Please note, there can be multiple users for the same "primary_cif". Although I would expect that not be common, it is a use case you need to have support for.

https://docs.q2developer.com/api_references/q2_sdk/db/db_objects/user.html

Posted 3 years ago
0

Hi, Greg. The issue that we have using that method is we need to use the internal CIF, not the primary CIF. In our database we have it set up that the Primary CIF is the same as the SSN while the internal CIF is different. We do not want to search by SSN/Primary CIF in this instance. Is there some way, based on the accounts in the list, to determine who the accounts belong to?

Thank you.

— Ethan Pittman   3 years ago
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1 Answer
3 years ago
3 years ago
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