Authenticate requests to the Contacts API securely using the supported credentials and token flow provided by GHL
Configure a secure connection between Sage Accounting and the Contacts API with read only access and proper credential handling
GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id; GET /contacts/:contactId/appointments; GET /contacts/; GET /contacts/business/:businessId; POST /contacts/; PUT /contacts/:contactId; DELETE /contacts/:contactId; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId; POST /contacts/:contactId/tags
GET /contacts/:contactId
Retrieve contact details, then pull associated tasks notes and appointments for a complete profile
GET /contacts/:contactId
id, name, email, phone
POST /contacts/ and POST /contacts/:contactId/tasks
Create the contact, then create an initial task linked to that contact
POST /contacts/; POST /contacts/:contactId/tasks
name, email, task_title
PUT /contacts/:contactId and PUT /contacts/:contactId/tasks/:taskId/completed
Update contact details and mark a linked task as completed
PUT /contacts/:contactId; PUT /contacts/:contactId/tasks/:taskId/completed
id, updated_at, taskId, status
Read only access minimizes risk while enabling real time data visibility
Low code integration pathways let you surface contact data in Sage Accounting dashboards quickly
Centralized secure access with role based permissions for the Contacts API
This section defines the main elements and processes used to connect the GHL Contacts API with Sage Accounting including endpoints triggers actions and fields
A specific URL path and HTTP method used to perform an operation via the API
The process of proving who you are to access the API usually via credentials and tokens
A permission level that allows fetching data without modifying it
Limits on how many API requests can be made in a given time period to prevent abuse
Automatically pull top customers from GHL into Sage Accounting to power sales reporting
Create a task list in Sage based on contacts activities in GHL to streamline followups
Export contact data to Sage in a clean format for audits and reporting
Obtain API credentials from the Contacts API and configure Sage Accounting with read only access
Set up GET endpoints to fetch contacts notes tasks and more
Run test requests verify data integrity and monitor for errors
Read only access allows you to fetch contact data without making any changes to the source. This is ideal for dashboards and reporting. You can still access tasks notes and appointments related to a contact through GET requests. Use the endpoints listed in the endpoint section to pull data efficiently.
Write permissions are not required for this read only integration. If you need to create or modify data in Sage Accounting, you would require a separate setup with appropriate permissions. The current scope focuses on safe data retrieval.
Authentication is typically done via tokens provided by the Contacts API. Store tokens securely and include them in request headers as required. Rotate credentials periodically and follow security best practices.
Yes you can fetch a contact along with its related tasks notes and appointments. Use the appropriate GET endpoints for the contact and its related resources to assemble a complete profile.
Api rate limits apply to ensure fair usage. If you hit limits, implement exponential backoff retry logic and consider batching requests where possible.
Test the integration by making sample GET requests in a staging environment verify responses and data accuracy, then monitor logs for any errors or mismatches.
The API endpoints list is provided in the endpoint section of this guide. You can copy the paths and methods from there to build your requests.
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