CRM

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.

post/api/v1/rest/crm/imports/analysis

Request

  • Base URL: https://api.custodo.ai
  • URL: https://api.custodo.ai/api/v1/rest/crm/imports/analysis
  • Auth: HTTP bearer

Headers

X-Tenant-Idstring uuid

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

content_base64string required

The filled-in .xlsx, base64-encoded. Only the workbook the CRM’s own import template produces is readable: the sheet names and the column headers are matched, not guessed.

Response

Done. data is the tool’s own answer.

oktrue required
dataunknown required

Changes

No recorded changes to this operation across all 1 revision of this API.