API Docs / Schemas / ClientImportData

ClientImportData

Comprehensive model containing all data for importing a client.
This model is used both by third-party import services and direct import endpoints.

Properties

Name Type Description
externalIdstring

The external ID from the third-party platform (optional for direct imports)

The external ID from the third-party platform (optional for direct imports)

clientCreateClientRequest
businessDetailsBusinessDetailsDto
contactsarray of CreateClientContactRequest

List of contacts with their roles - creates Contact entities and links them to the Client via ClientContact
Each entry will be passed to the ClientContactCreateUseCase

List of contacts with their roles - creates Contact entities and links them to the Client via ClientContact
Each entry will be passed to the ClientContactCreateUseCase

linksarray of CreateClientLinkRequest

Links (website, social media, etc.) - creates ClientLink entities
Each entry will be passed to the ClientLinkCreateUseCase

Links (website, social media, etc.) - creates ClientLink entities
Each entry will be passed to the ClientLinkCreateUseCase

notesarray of CreateClientNoteRequest

Additional notes - creates ClientNote entities attached to the client
Each entry will be passed to the ClientNoteCreateUseCase

Additional notes - creates ClientNote entities attached to the client
Each entry will be passed to the ClientNoteCreateUseCase

addressAddressData

JSON Example

{
  "externalId": "string",
  "client": {
    "name": "string",
    "type": "...",
    "internalReference": "string",
    "managerCode": "string",
    "partnerCode": "string"
  },
  "businessDetails": {
    "company": "...",
    "tradingAs": "string",
    "postalAddress": "string",
    "invoiceAddress": "string",
    "dateOfTrading": "2024-01-01T00:00:00Z"
  },
  "contacts": [
    {
      "role": "...",
      "types": "...",
      "contact": "..."
    }
  ],
  "links": [
    {
      "url": "...",
      "linkType": "..."
    }
  ]
}

Used By Operations