Clients - CSV Export
CSV-based client export with flexible column mapping. Start an export with optional column mappings (reuse saved import mappings or define ad-hoc mappings). If no mapping is provided, all fields are exported with enum names as headers. Filter clients by manager, partner, status, type, service code, or search term. Export jobs are processed asynchronously with a sync-when-fast pattern (waits up to 10 seconds). Poll for status and download the generated CSV via a time-limited URL.
-
POST Start CSV ExportStarts an async export of clients to CSV format. Optionally specify a saved mapping or inline column mappings to control the output format. If no mapp.../tenants/{tenant}/clients/export/csv
-
GET Get Export StatusReturns the current status and progress of a CSV export job. Poll this endpoint after receiving a 202 Accepted response. When status is 'Completed', t.../tenants/{tenant}/clients/export/csv/{code}