curl \
--request PUT 'https://api.plannrcrm.com/api/v1/account/uuid' \
--header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
--header "Content-Type: application/json" \
--header "Accept: application/json" \
--data '{"Client":[{"title":{"type":"string","example":"Mr","required":false,"description":"Title"},"value":{"type":"integer","example":500000,"required":false,"description":"The value of the client in penny format. E.g £5,000 would be 500000."},"gender":{"type":"string","example":"Male","required":false,"description":"Gender. Possible values are: male, female, non-binary, transgender, intersex, other and unknown"},"groups":{"type":"array","example":["2efaf289-602c-4372-89ea-a9f626a69593","2b0e6467-ebc6-4198-a35e-db85d2abc801"],"required":false,"description":"Group UUIDs to sync client to. Null can be provided to clear a clients groups."},"height":{"type":"integer","example":186,"required":false,"description":"The height of the client in centimeters."},"weight":{"type":"integer","example":220,"required":false,"description":"The weight of the client in pounds."},"has_will":{"type":"boolean","example":true,"required":false,"description":"Whether the client has a will or not."},"nickname":{"type":"string","example":"Garth","required":false,"description":"preferred nickname of the client"},"pronouns":{"type":"string","example":"he/him","required":false,"description":"Pronouns"},"last_name":{"type":"string","example":"Thompson","required":false,"description":"Last name"},"ni_number":{"type":"string","example":"AB 12 34 56 C","required":false,"description":"National Insurance Number"},"first_name":{"type":"string","example":"Gareth","required":false,"description":"First name"},"gift_notes":{"type":"string","example":"Notes on the gifts.","required":false,"description":"Notes on the gifts."},"will_notes":{"type":"string","example":"Notes on the client's will.","required":false,"description":"Notes on the client's will."},"deceased_at":{"type":"date","example":"2025-06-20","required":false,"description":"Date of death"},"entity_name":{"type":"string","example":"Plannr Ltd","required":false,"description":"Entity name for shared account types"},"inactive_at":{"type":"date","example":"2025-06-20","required":false,"description":"Inactive from date"},"is_deceased":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client is deceased"},"is_prospect":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client is a prospect or not."},"lead_source":{"type":"string","example":"LeadGen Company","required":false,"description":"Marks the lead source of the client"},"maiden_name":{"type":"string","example":"Thompson","required":false,"description":"Maiden name."},"middle_name":{"type":"string","example":"Alex","required":false,"description":"Middle name."},"status_uuid":{"type":"string","example":"188bb563-642a-4db1-8d77-a7f7f59dfac4","required":false,"description":"The status of the client."},"do_not_visit":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client can be visited"},"health_notes":{"type":"string","example":"Notes on the client's health.","required":false,"description":"Notes on the client's health."},"smoker_since":{"type":"date","example":"2015-06-20","required":false,"description":"The date of when the client started smoking."},"date_of_birth":{"type":"date","example":"1975-06-20","required":false,"description":"Date of birth"},"do_not_market":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client can be visited"},"is_vulnerable":{"type":"string","example":"possibly","required":false,"description":"whether the client is vulnerable. Possible values are: \"yes\", \"no\", and \"possibly\""},"nationalities":{"type":"array","example":["British","Romanian"],"required":false,"description":"Nationalities of the client. You can use the api/v1/static/nationalities endpoint to get our list."},"pension_notes":{"type":"string","example":"","required":false,"description":"Notes on the pension"},"smoker_status":{"type":"string","example":"non-smoker","required":false,"description":"Smoker Status. Possible values are: smoker, non-smoker, vaper, ex-smoker, never-smoked, unknown"},"will_location":{"type":"string","example":"","required":false,"description":"Where is the will stored?"},"write_to_whom":{"type":"string","example":"Gareth","required":false,"description":"Marks the name of the client to write to"},"is_uk_domicile":{"type":"boolean","example":true,"required":false,"description":"Whether the client is a UK domicile or not."},"is_uk_resident":{"type":"boolean","example":true,"required":false,"description":"Whether the client is a UK resident or not."},"marital_status":{"type":"string","example":"married","required":false,"description":"Marital status. Possible values are: single, cohabiting, married, divorced, civil-partnership, dissolved-civil-partnership, widowed, separated, engaged, in-relationship, other, unknown"},"will_executors":{"type":"string","example":"","required":false,"description":"Who are the executors?"},"passport_number":{"type":"string","example":"123456","required":false,"description":"The passport number of the client"},"cigarettes_daily":{"type":"integer","example":6,"required":false,"description":"The amount of cigarettes the client smokes a day."},"date_of_forecast":{"type":"date","example":"2025-06-20T18:21:22+01:00","required":false,"description":"What is the date of the obtained forecast"},"date_of_marriage":{"type":"date","example":"2025-06-20","required":false,"description":"Date of marriage"},"has_iht_planning":{"type":"boolean","example":true,"required":false,"description":"Whether the client has Inheritance Tax (IHT) planning or not."},"is_will_accurate":{"type":"boolean","example":true,"required":false,"description":"Does your current will reflect your wishes?"},"next_review_date":{"type":"date","example":"2025-07-20","required":false,"description":"Date of next review"},"will_poa_details":{"type":"string","example":"","required":false,"description":"Who are the Attorney’s?"},"has_gifted_family":{"type":"boolean","example":true,"required":false,"description":"Whether the client has gifted the family."},"client_preferences":{"type":"string","example":"Prefers telephone calls in the morning.","required":false,"description":"Any client preferences."},"first_contact_date":{"type":"date","example":"2025-05-20","required":false,"description":"The date of the first contact."},"iht_planning_notes":{"type":"string","example":"Notes on the client's Inheritance Tax (IHT) planning.","required":false,"description":"Notes on the client's Inheritance Tax (IHT) planning."},"introduced_by_uuid":{"type":"string","example":"ad9206d7-2078-4a9a-b684-0628a47acaed","required":false,"description":"The UUID of the introducer for this client"},"primary_email_uuid":{"type":"string","example":"225982cc-1825-4e39-853d-0841c8296d90","required":false,"description":"uuid of the primary email contact detail"},"residential_status":{"type":"string","example":"settled","required":false,"description":"Residential status"},"will_gifts_details":{"type":"string","example":"","required":false,"description":"Notes of gifts"},"will_last_reviewed":{"type":"date","example":"2025-06-20","required":false,"description":"The date of the last time the will's been reviewed."},"third_party_offered":{"type":"boolean","example":true,"required":false,"description":"Whether the client has been offered any third party."},"checked_sanctions_at":{"type":"date","example":"2025-06-20","required":false,"description":"Date the client was checked for sanctions"},"country_of_residence":{"type":"string","example":"United Kingdom","required":false,"description":"Country of residence"},"long_term_care_notes":{"type":"string","example":"Notes on the client's long term care.","required":false,"description":"Notes on the client's long term care."},"previous_review_date":{"type":"date","example":"2025-05-20","required":false,"description":"Date of previous review"},"primary_address_uuid":{"type":"string","example":"828a666c-a092-48f1-99aa-0fda0d1a1eee","required":false,"description":"uuid of the primary address"},"procedure_adaptation":{"type":"boolean","example":false,"required":false,"description":"Whether any procedures need to be adapted to the client."},"state_retirement_age":{"type":"integer","example":60,"required":false,"description":"The state retirement age."},"will_bequests_detail":{"type":"string","example":"","required":false,"description":"Details of any Bequests"},"assigned_adviser_uuid":{"type":"string","example":"681bdede-82af-41eb-aef2-9642a6611dc6","required":false,"description":"The UUID of the employee that the client directly reports to"},"has_power_of_attorney":{"type":"boolean","example":true,"required":false,"description":"Whether the client has power of attorney."},"is_married_to_partner":{"type":"boolean","example":true,"required":false,"description":"Denotes if the client is married to their partner"},"long_term_care_needed":{"type":"boolean","example":false,"required":false,"description":"Whether the client required long term care."},"prospect_converted_at":{"type":"date","example":"2025-06-20T18:21:22+01:00","required":false,"description":"The datetime when the prospect was converted into a client."},"target_retirement_age":{"type":"integer","example":60,"required":false,"description":"Targest retirement age."},"vulnerability_details":{"type":"string","example":"No vulnerabilities","required":false,"description":"Any details regarding the client's vulnerabilities."},"adaption_details_notes":{"type":"boolean","example":"Adaptation notes","required":false,"description":"Any notes regarding adaptations"},"do_not_contact_via_fax":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client can be contacted via fax"},"do_not_contact_via_sms":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client can be contacted via SMS"},"anniversary_review_date":{"type":"date","example":"2025-06-20","required":false,"description":"Anniversary review date"},"current_life_stage_uuid":{"type":"string","example":"cea5526f-8e52-4e64-af10-91bc7cfd8474","required":false,"description":"The clients current life stage for expenditure."},"current_state_of_health":{"type":"string","example":"Fit and healthy","required":false,"description":"The client's current state of health."},"do_not_contact_via_mail":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client can be contacted via mail"},"expected_retirement_age":{"type":"integer","example":60,"required":false,"description":"The expected retirement age."},"has_obtained_a_forecast":{"type":"boolean","example":true,"required":false,"description":"Have you recently obtained a forecast"},"power_of_attorney_notes":{"type":"string","example":"Notes on the client's power of attorney.","required":false,"description":"Notes on the client's power of attorney."},"projected_state_pension":{"type":"integer","example":50000,"required":false,"description":"What is the projected State Pension"},"units_of_alcohol_weekly":{"type":"integer","example":28,"required":false,"description":"The units of alcohol digested weekly."},"do_not_contact_via_email":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client can be contacted via email"},"assigned_paraplanner_uuid":{"type":"string","example":"641ddcbb-c616-42a7-9708-b7333522e9dd","required":false,"description":"The UUID of the paraplanner employee that the client has been assigned"},"poa_attorney_appointed_at":{"type":"date","example":"2025-06-20T00:00:00+01:00","required":false,"description":"When were the Attorney’s appointed?"},"primary_phone_number_uuid":{"type":"string","example":"63c31f2e-ff52-4113-aba1-6669ce8a9694","required":false,"description":"uuid of the primary phone number contact detail"},"assigned_administrator_uuid":{"type":"string","example":"46cf0a24-3fdb-443d-b9c5-f5763a0c83a8","required":false,"description":"The UUID of the adviser employee that the client has been assigned"},"is_anticipating_inheritance":{"type":"boolean","example":true,"required":false,"description":"Whether the client is anticipating/ expecting any inheritance."},"state_of_health_explanation":{"type":"string","example":"Explanation of the current state of health.","required":false,"description":"Explanation of the current state of health."},"are_poa_documents_registered":{"type":"boolean","example":true,"required":false,"description":"Are the documents registered?"},"do_not_contact_via_telephone":{"type":"boolean","example":false,"required":false,"description":"Denotes if the client can be contacted via telephone"},"is_poa_registered_epa_or_lpa":{"type":"string","example":"epa","required":false,"description":"Is the Power of Attorney Registered as a EPA or LPA"},"anticipating_inheritance_notes":{"type":"string","example":"Notes on the client's inheritance anticipation/ expectations.","required":false,"description":"Notes on the client's inheritance anticipation/ expectations."},"last_used_nicotine_products_date":{"type":"date","example":"2024-06-20","required":false,"description":"The date of the last time the client used nicotine products."},"is_in_receipt_of_your_state_pension":{"type":"boolean","example":true,"required":false,"description":"Are you in receipt of your State Pension"},"are_poa_appointed_for_health_or_wealth":{"type":"string","example":"health","required":false,"description":"Are the Attorneys appointed for Health, Wealth or Both?"},"years_of_national_insurance_contributions":{"type":"integer","example":5,"required":false,"description":"How many years have you made Nation Insurance Contributions"}}],"Employee":[{"role":{"type":"string","example":"owner","required":false,"description":"The role of the employee."},"email":{"type":"string","example":"gareth.thompson@plannrcrm.com","required":false,"description":"The email of the employee. Required when with_login is present."},"groups":{"type":"array","example":["42217cd3-93f2-4bab-a767-4a138540cff0","2c1eded0-437a-4e9d-9bc1-fc04112ab509"],"required":false,"description":"Group UUIDs to sync employee to. Null can be provided to clear an employees groups"},"last_name":{"type":"string","example":"Thompson","required":false,"description":"The last name of the employee."},"first_name":{"type":"string","example":"Gareth","required":false,"description":"The first name of the employee."},"advice_type":{"type":"string","example":"independent","required":false,"description":"Employee's RMAR advice type"},"departments":{"type":"array","example":["paraplanner","adviser"],"required":false,"description":"The departments the employee is part of"},"inactive_at":{"type":"date","example":"2025-06-20","required":false,"description":"Inactive from date"},"adviser_split_uuid":{"type":"string","example":"54fe98f9-8f70-41bf-afde-cb859cb43a3d","required":false,"description":"Adviser split"},"meeting_booking_url":{"type":"string","example":"https://calendly.com/gareth-codepotato","required":false,"description":"Employee's meeting booking URL"},"assigned_adviser_uuid":{"type":"string","example":"1dd92514-6628-49ba-91a1-7385b62d2c45","required":false,"description":"The uuid of the senior employee that the employee directly reports to"}}],"Introducer":[{"title":{"type":"string","example":"Mr","required":false,"description":"Title"},"groups":{"type":"array","example":["d640b8ca-9581-4383-b7ed-3e1a5d3884f9","8c50e044-81cb-4873-ac9a-f17cf7a19304"],"required":false,"description":"Group UUIDs to sync introducer to. Null can be provided to clear an introducers groups"},"last_name":{"type":"string","example":"Stanton","required":false,"description":"Last name"},"first_name":{"type":"string","example":"Patrick","required":false,"description":"First name"},"entity_name":{"type":"string","example":"PatrickCo","required":false,"description":"Entity/business name"},"inactive_at":{"type":"date","example":"2025-06-20","required":false,"description":"Inactive from date"},"assigned_adviser_uuid":{"type":"string","example":"b0d172a9-aa2e-4341-8aca-2ee77e191d7d","required":false,"description":"UUID of the account that this account reports to"},"charge_split_schema_uuid":{"type":"string","example":"25a91d4c-859e-47f0-ae47-c515d9453623","required":false,"description":"Charge split schema that is always used when adding a charge split for this introducer"}}]}'
