Clients - Platform Import

Import clients from third-party platforms (e.g., Xero, QuickBooks) or via direct import with comprehensive data. Includes direct import (create client with all related data in one request), listing available clients from connected platforms, and importing selected or all clients with optional Companies House enrichment. Uses a sync-when-fast pattern for platform imports (waits up to 10 seconds, returns 201 if completed, 202 if still processing).

POST Import Client
Import a client with comprehensive data. This saves you creating a Client and then creating additional info such as contacts, etc - you can create the...
/tenants/{tenant}/clients/import
GET Get available for import
Returns a paginated list of clients available for import from the specified third-party connection. This endpoint does not import any data - it only l...
/tenants/{tenant}/clients/import/available
POST Import clients from a third-party connection
Imports clients from the third-party platform. This endpoint uses a hybrid approach: it queues the import job and waits up to 10 seconds for completio...
/tenants/{tenant}/clients/import/from-connection