Imports

Submit an assisted import package

Creates the request from a completed upload batch or by safely adopting an active Settings bank CSV program / QuickBooks upload package. A QuickBooks package requires Chart of Accounts and Journal (reports when uploaded by the firm). A bank_csv package requires at least one bank/card export. Only one ready or in-progress request may exist per company, and an active self-service import for another package blocks concurrent work.

post/assisted-imports

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/assisted-imports
  • Auth: one of:
    • HTTP bearer and API key in header x-organization-id
    • HTTP bearer and API key in header x-organization-id

Request body

companyOrganizationIdstring uuid
uploadBatchIdstring uuid
sourceBankCsvProgramIdstring uuid
sourceQboUploadBatchIdstring uuid
importMethod'quickbooks' | 'bank_csv' | 'files' required
cutoffDatestring date required
accountingBasis'accrual' | 'cash' | 'not_sure' nullable
notifyEmailstring email required
notesstring

Response

Assisted import request created

Changes

No recorded changes to this operation across all 5 revisions of this API.