Check an Excel import
Reads a filled-in copy of the CRM’s own Excel template and returns the row-by-row report of what crm_import_spreadsheet would create from it: deals and activities, NEVER customers or contacts — those live only in Anagrafiche (a list is loaded with anagrafiche_analyse_spreadsheet and anagrafiche_import_spreadsheet, one with anagrafiche_create_party). Every customer a row names must ALREADY be an anagrafica, matched by partita IVA, else by exact name. It creates no deal or activity, but it is not a pure read: on an organisation that has no pipeline yet it seeds the default sales process, because a deal row cannot be checked against stages that do not exist. Show the person the report; when it is committable and they agree, pass the SAME bytes to crm_import_spreadsheet. At most 2 000 rows per sheet and 8 MB decoded. Get the empty template from the CRM’s own Importa screen.
Request
- Base URL: https://api.custodo.ai
- URL: https://api.custodo.ai/api/v1/rest/crm/imports/analysis
- Auth: HTTP bearer
Headers
The organisation to act in. An API key is bound to exactly one, so this is optional for a key and must match the one it was minted for.
Request body
Response
Done. data is the tool’s own answer.
Changes
No recorded changes to this operation across all 1 revision of this API.