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CiviCRM Extended Contact Matcher (XCM)

Creates an API action Contact » getorcreate that will return a contact Id for the input parameters. First a search is done for the given contact (see settings in Installation section below), and if that's not conclusive a new contact will be created.

Only the contact id is returned.

The settings page offers lots of options such as:

  • determining how contacts are matched.
  • recording an activity when contacts are created/updated
  • adding contacts to groups or adding a tag.

Installation

Install in the usual way (e.g. download the latest release or clone this repository into your CiviCRM extensions directory, then go to Administer » System Settings » Extensions, click Refresh then it should show up and you can click Install.)

Then go to Administer » Adminstration Console » Xtended Contact Matcher Settings (/civicrm/admin/setting/xcm) to visit the settings panel. At the very least you need to visit that settings page and add a rule, or the extension will always create new contacts.

Usage

Let's say this person is not in your database:

$result = civicrm_api3('Contact', 'getorcreate', array(
        'first_name' => "Wilma",
        'last_name' => "Flintstone",
        'email' => "[email protected]",
        ));
// $result['id'] = 1234

They are now. Do the same thing again:

$result = civicrm_api3('Contact', 'getorcreate', array(
        'first_name' => "Wilma",
        'last_name' => "Flintstone",
        'email' => "[email protected]",
        ));
// $result['id'] = 1234

They were found and no duplicate contact was created.

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