Query parameters

  • include string

    Comma separated list of relationships to include in the response. Valid relationships are [initiatedBy].

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[types] string

    Filter by a comma separated list of import types.

  • filter[statuses] string

    Filter by a comma separated list of import statuses.

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at]. Negative sign to denote DESC. Defaults to 'created_at'.

  • per_page integer

    Number of results to return with pagination (Default 15. Max 500).

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]
      Hide data attributes Show data attributes object
      • uuid string

        The UUID of the resource.

      • created_at string

        The timestamp of when the resource was created.

      • updated_at string

        The timestamp of when the resource was updated.

      • type string

        The type of model the importer is importing

      • mode string

        The mode this import was run on

      • headers array[string]

        Headers taken from uploaded csv, not visible on index route

      • mapping object

        Mapped headers, not visible on index route

        Hide mapping attributes Show mapping attributes object
        • fname string
        • lname string
        • email string
      • status string

        The status of the importer

      • total_jobs integer

        Total amount of imports in the importer

      • progress integer

        The current progress of the importer

      • jobs_remaining integer

        Number of pending imports

      • failed_jobs integer

        Number of failed imports

      • error_report object

        Error report file

        Hide error_report attributes Show error_report attributes object
        • uuid string
        • created_at string
        • original_created_at string
        • updated_at string
        • uploaded_at string
        • status string
        • filename string
        • name string
        • extension string
        • type string
        • size string
        • path string
        • last_modified string
        • progress string
        • download_url string
        • folder_name string
        • folder string
        • documentable_type string
        • documentable string
        • navigator object
          Hide navigator attributes Show navigator attributes object
          • model_type string
          • model_uuid string
        • firm string
        • account string
        • tags string
      • errors object

        Array of failed imports, limited to 25 rows

        Hide errors attributes Show errors attributes object
        • client object
          Hide client attributes Show client attributes object
          • example array
          • description string
        • errors object
          Hide errors attributes Show errors attributes object
          • example object
            Hide example attribute Show example attribute object
            • send_welcome_email array[string]
          • description string
      • account object

        Account that initiated the import

        Hide account attributes Show account attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • role string
        • first_name string
        • last_name string
        • name string
        • email string
        • photo_url string
        • firm string
        • primary_phone_number string
        • primary_email string
        • current_time_entry string
        • assigned_adviser string
        • assigned_administrator string
        • assigned_paraplanner string
        • introduced_by string
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • custom_fields string
        • external_references string
GET /api/v1/import
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/import' \
 --header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200)
{
  "data": [
    {
      "mode": "store",
      "type": "clients",
      "uuid": "065680d5-6407-42c6-8544-da5fb975ebfe",
      "errors": {
        "client": {
          "example": [],
          "description": "Client that failed importing"
        },
        "errors": {
          "example": {
            "send_welcome_email": [
              "The send welcome email field is required."
            ]
          },
          "description": "The reasons why the client failed importing"
        }
      },
      "status": "processing",
      "account": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "cfff9049-96fb-49a4-b1ec-603528905b8c",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "last_name": "Thompson",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "created_at": "2025-12-24T11:02:58+00:00",
        "first_name": "Gareth",
        "updated_at": "2025-12-24T11:02:58+00:00",
        "with_login": true,
        "inactive_at": "2025-12-24",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "can_be_deleted": "false",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "next_review_date": "2025-12-24T11:02:58+00:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-12-24T11:02:58+00:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "last_interaction_at": "2025-12-24 11:02:58",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "previous_review_date": "2025-12-24T11:02:58+00:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-12-24T11:02:58+00:00"
      },
      "headers": [
        "fname",
        "lname",
        "email"
      ],
      "mapping": {
        "email": "email",
        "fname": "first_name",
        "lname": "last_name"
      },
      "progress": 100,
      "created_at": "2025-12-24T11:02:58+00:00",
      "total_jobs": 4,
      "updated_at": "2025-12-24T11:02:58+00:00",
      "failed_jobs": 1,
      "error_report": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Welcome to Plannr",
        "path": "Gareth Thompson/Subfolder/Welcome to Plannr.pdf",
        "size": "21691783",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "type",
        "uuid": "e9bce3c1-6448-44e2-acb6-490b3c177d64",
        "folder": "App\\Http\\Resources\\FolderResource",
        "status": "uploaded",
        "account": "App\\Http\\Resources\\MinimalAccountResource",
        "filename": "Welcome to Plannr.pdf",
        "progress": "100",
        "extension": "pdf",
        "navigator": {
          "model_type": "account",
          "model_uuid": "8a497f64-f701-4970-894f-e0dd83e7713d"
        },
        "created_at": "2025-12-24T11:02:58+00:00",
        "updated_at": "2025-12-24T11:02:58+00:00",
        "folder_name": "folder 2",
        "uploaded_at": "2025-12-24T11:02:58+00:00",
        "documentable": "Object",
        "download_url": "https://api.plannrcrm.com/file/b55c4979-b676-48e9-bc03-815b40d595a4/download",
        "last_modified": "2025-12-24T11:02:58+00:00",
        "documentable_type": "account",
        "original_created_at": "2025-12-24T11:02:58+00:00"
      },
      "jobs_remaining": 1
    }
  ]
}