CRM

Get CRM onboarding progress

get/firm/crm/onboarding/{enrollmentId}

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/firm/crm/onboarding/{enrollmentId}
  • Auth: one of:
    • HTTP bearer and API key in header x-organization-id
    • HTTP bearer and API key in header x-organization-id

Path parameters

enrollmentIdstring uuid required

Client onboarding enrollment UUID

Response

Saved answers, progress steps with dates, stage, attention flag and last activity, payment/signature/letter-opened/company-created dates, package and monthly price, contact title and phone, selected bookSetupMethod (quickbooks, bank_csv, legacy fresh_start, or null), file upload timestamps and five-minute download URLs, fileStatus, filesDeferredAt, submittedAt, lastSavedAt, bankStatus, linked Assisted Import status and history, and the firm checklist.

Changes

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