---
title: "Get CRM onboarding progress"
method: GET
path: "/firm/crm/onboarding/{enrollmentId}"
tags: ["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

- `enrollmentId` string, uuid, required

## Response `200`

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.

## Other responses

- `default`: Error response

---

[API](https://skmtc.dev/ledgerhq-pro/apis/ledgerhq-bookkeeping-api.md) · [All operations](https://skmtc.dev/ledgerhq-pro/apis/ledgerhq-bookkeeping-api/llms.txt) · [OpenAPI document](https://skmtc.dev/ledgerhq-pro/apis/ledgerhq-bookkeeping-api/revisions/9a8269f0a586?raw)
