API Docs / Operations / Clients - Platform Import / Import clients from a third-party connection

Import clients from a third-party connection

POST /tenants/{tenant}/clients/import/from-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 completion. For small imports (5-20 clients), the job typically completes within this window and returns 201 Created with the final result. For larger imports that take longer, it returns 202 Accepted with a Location header pointing to the import job status endpoint. If importAll query parameter is true, imports all available clients and ignores the request body. Otherwise, imports only the clients specified by external IDs in the request body. If enrichFromCompaniesHouse is true, enriches UK private limited companies with Companies House data.

Parameters

NameTypeDescription
tenant* path string

The Tenant.Code

The Tenant.Code

connectionCode* query string

The code of the third-party connection to import from (e.g., 'xero-abc123')

The code of the third-party connection to import from (e.g., 'xero-abc123')

enrichFromCompaniesHouse query boolean

When true, enriches newly imported UK private limited companies with Companies House data (business details, key dates, officer contacts). Only applies to clients with Type=PrivateLimitedCompany. Default: false.

When true, enriches newly imported UK private limited companies with Companies House data (business details, key dates, officer contacts). Only applies to clients with Type=PrivateLimitedCompany. Default: false.

importAll query boolean

When true, imports all available clients from the platform and ignores the request body. When false (default), only imports clients specified by ExternalIds in the request body.

When true, imports all available clients from the platform and ignores the request body. When false (default), only imports clients specified by ExternalIds in the request body.

Request Body*

Request body containing external IDs to import

{
  "externalIds": [
    "string"
  ]
}

Responses

201 Created
202 Accepted
400 Bad Request
401 Unauthorized - Invalid or missing API key
403 Forbidden