Client Services - CSV Import
CSV-based client service import for bulk-assigning billable services to clients. Upload a native-format CSV to preview what will be created, updated, or left unchanged, then confirm to process. Supports creating new assignments and updating existing ones when values differ. Engager conversion endpoints analyze and convert Engager-format CSVs to native format (fully stateless).
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POST Preview Service CSV ImportUploads a native-format CSV and returns a preview of what the import will do: new assignments, updates to existing assignments, and unchanged assignme.../tenants/{tenant}/client-services/import/csv/preview
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PUT Confirm Service CSV ImportConfirms a previously previewed import and queues it for background processing. Returns 201 if completed within 10 seconds, 202 if still processing./tenants/{tenant}/client-services/import/csv/{code}/confirm
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GET Export Client Services CSVDownloads all client service assignments as a CSV file. Use this as a template for the native import format./tenants/{tenant}/client-services/import/csv/export
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GET Get Service Import StatusReturns the current status and progress of a service import job. Poll this endpoint after starting the import./tenants/{tenant}/client-services/import/csv/{code}
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POST Analyze Engager CSV HeadersReads the headers of an Engager-format CSV and returns detected fee columns with client counts. Fully stateless — no data is persisted./tenants/{tenant}/client-services/import/csv/engager/analyze
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POST Convert Engager CSV to Native FormatAccepts an Engager CSV file and service mappings, returns a native-format CSV file for download. Fully stateless — no data is persisted./tenants/{tenant}/client-services/import/csv/engager/convert