Import managed accounts from a file
Create managed accounts in bulk from a spreadsheet — template, preview, apply — and see where each claim stands.
ChangelogNew
Three new operations create managed accounts in bulk from a spreadsheet: download the template, preview what would happen, then apply. The account resource also tells you whether its claim link is still usable.
What else changed
- Download the template with
GET /v1/templates/account-importand fill it in. The import accepts the sheet as it comes. - Preview before committing with
POST /v1/accounts/imports/preview: it reports, row by row, what would be created and what would be rejected, without creating anything. Each rejection says what is wrong with that row rather than failing the whole file. - Apply with
POST /v1/accounts/imports. - The account resource now carries
claim, with the state of its claim link and when it expires. The top-levelstatuscould tell you an account was provisioned but not whether the holder still had a working link or whether it expired weeks ago — which is the difference between waiting and having to act.
Endpoints
- GET/v1/templates/account-importDownload the import template
- POST/v1/accounts/imports/previewPreview an import without creating anything
- POST/v1/accounts/importsImport managed accounts from a file
Breakdowns, series and schedules
Tax breakdowns travel complete and add up. Series publish the next number they will assign. Recurring invoices declare `frequency` in the request.
Semantic rejections answer 422
A body that parses but breaks a rule now answers `422` with a code and populated `details`, not an empty `400`.