Clients - Services - 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).

OpenAPI Spec

Guides Operations Schemas

POST Preview Service CSV Import
Uploads 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
PUT Confirm Service CSV Import
Confirms 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
GET Export Client Services CSV
Downloads all client service assignments as a CSV file. Use this as a template for the native import format. Requires: Import on Clients.
/tenants/{tenant}/client-services/import/csv/export
GET Get Service Import Status
Returns the current status and progress of a service import job. Poll this endpoint after starting the import. Requires: Import on Clients.
/tenants/{tenant}/client-services/import/csv/{code}
POST Analyze Service CSV
Auto-detects the source format (Engager or Bright AM) and returns the detected source, whether it carries per-service pricing, and its detected servic...
/tenants/{tenant}/client-services/import/csv/analyze
POST Convert Service CSV to Native Format
Auto-detects the source format and converts the file plus service mappings into a native-format CSV for download. Stateless: no data is persisted. Re...
/tenants/{tenant}/client-services/import/csv/convert