CRM

Import from Excel

Creates the deals and activities of a filled-in copy of the CRM’s own Excel template, all in one transaction. Call it only after crm_analyse_spreadsheet has reported the SAME bytes as committable and the person has seen that report and agreed: a workbook with a problem is refused and nothing is written, with the report again. It never creates customers or contacts — every customer a row names must ALREADY be an anagrafica. Nothing it writes can be undone row by row. 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

Request

  • Base URL: https://api.custodo.ai
  • URL: https://api.custodo.ai/api/v1/rest/crm/imports
  • 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.