ClientImportRequestDto

Request to import clients from a third-party platform

Properties

Name Type Description
externalIdsarray of string

List of external IDs to import from the third-party platform.
Ignored when ImportAll is true.

List of external IDs to import from the third-party platform.
Ignored when ImportAll is true.

importAllboolean

When true, imports every available client from the platform and ignores ExternalIds.

When true, imports every available client from the platform and ignores ExternalIds.

enrichFromCompaniesHouseboolean

When true, newly imported companies are enriched with Companies House data (business
details, key dates, officer contacts). Individuals, sole traders, trusts and associations
are never enriched.

When true, newly imported companies are enriched with Companies House data (business
details, key dates, officer contacts). Individuals, sole traders, trusts and associations
are never enriched.

defaultClientTypeenum

PrivateLimitedCompany PublicLimitedCompany LimitedLiabilityPartnership Partnership Individual Trust Charity SoleTrader Association

PrivateLimitedCompany PublicLimitedCompany LimitedLiabilityPartnership Partnership Individual Trust Charity SoleTrader Association

JSON Example

{
  "externalIds": [
    "string"
  ],
  "importAll": false,
  "enrichFromCompaniesHouse": false,
  "defaultClientType": "PrivateLimitedCompany"
}

Used By Operations