Bulk Update Clients

PATCH /tenants/{tenant}/clients

Updates multiple clients at once. Supports updating partner, manager, associate, PCL sent status, and client status. At least one update field must be provided. For role fields (PartnerCode, ManagerCode, AssociateCode): omit or null to leave unchanged, pass a user code to assign, or pass an empty string to unassign.

Parameters

Name	Type	Description
tenant*	path string	The Tenant.Code
The Tenant.Code

Request Body*

BulkUpdateClientsRequest

{
  "codes": [
    "string"
  ],
  "partnerCode": "string",
  "managerCode": "string",
  "associateCode": "string",
  "pclSent": false
}

Responses

200 OK

BulkUpdateResult

400 Bad Request

401 Unauthorized – Invalid or missing API key