Clients

Bulk-import clients from a CSV/Excel spreadsheet

Imports many clients at once from an uploaded spreadsheet (CSV or Excel). The pipeline auto-detects the file's structure (any language, any delimiter, any leading preamble), then uses Claude to map each row onto the client data model (name, email, address fields, etc.). Rows with no usable name and rows the model flags as non-client are skipped, and duplicates are skipped by matching name or email against the user's existing clients (and earlier rows in the same file). Surviving clients are written in batches. No fields outside the client model are ever created.

post/clients/import

Request

Request body multipart/form-data

filestring binary required

CSV or Excel (.xlsx/.xls) spreadsheet of clients.

localestring

Locale hint for AI text cleanup (e.g. en, de, fr). Defaults to the user's profile locale.

Response

Spreadsheet processed; returns a summary of how rows were classified and how many were imported.

Changes

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