Directly upload a file.

POST /api/v1/file/direct-upload

Must be of Content-Type multipart/form-data

Headers

multipart/form-data

Body Required

  • name string Required

    The name of the file.

  • file multipart-file Required

    The file being uploaded.

  • folder_uuid string Required

    The UUID of the folder to upload the file to.

  • The original created at date of the file.

Responses

  • 201 application/json
    Hide response attributes Show response attributes object
    • uuid string

      UUID of the file

    • The timestamp of when the resource was created.

    • Timestamp of when the file was originally created

    • The timestamp of when the resource was updated.

    • Timestamp of when the file was uploaded

    • status string

      Current status of the uploading progress

    • filename string

      The filename including extension

    • name string

      The name of the file without extension

    • The extension of the file

    • type string

      The MIME type of the file

    • size string

      The size of the file in bytes

    • path string

      The path of the file

    • Timestamp of when the file was last modified before uploading

    • progress string

      The progress of the uploaded file as a percentage between 0 and 100

    • The download URL of the file

    • The name of the folder the file is located in

    • folder object

      The folder this file is located in

    • The documentable type such as account/plan/case/etc the file was uploaded to

    • The documentable the file was uploaded to

    • The documentable type and its UUID in order to navigator to the correct resource

    • firm object

      The firm which the file belongs to

    • account object

      The account that uploaded the file (if specified)

    • tags array[object]

      The tags added to the file (if provided)

POST /api/v1/file/direct-upload
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/file/direct-upload' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: multipart/form-data" \
 --header "Accept: application/json" \
 --form "name=Plannr Welcome Pack" \
 --form "file=my-file.pdf" \
 --form "folder_uuid=c603cf11-1c8d-43b4-b65c-2946eb4a9ba6" \
 --form "original_created_at=2025-04-22 13:44:19"
Response examples (201)
{
  "firm": {
    "tax": 17.5,
    "logo": "https://api.plannrcrm.com/images/plannr.jpg",
    "name": "Codepotato",
    "slug": "codepotato",
    "uuid": "0f08009c-9190-43fc-a520-8fc43b5df185",
    "county": "Hampshire",
    "billing": {
      "invoice_email": "gareth@codepotato.co.uk",
      "invoice_county": "Hampshire",
      "invoice_country": "United Kingdom",
      "invoice_postcode": "PO7 7YH",
      "invoice_address_1": "Suite E, 5 The Briars",
      "invoice_address_2": "Waterberry Drive",
      "invoice_town_city": "Waterlooville"
    },
    "country": "United Kingdom",
    "postcode": "PO7 7YH",
    "address_1": "Suite E, 5 The Briars",
    "address_2": "Waterberry Drive",
    "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
    "month_end": 25,
    "town_city": "Waterlooville",
    "created_at": "2025-04-22T13:44:19+01:00",
    "updated_at": "2025-04-22T13:44:19+01:00",
    "ip_whitelist": [
      "192.168.0.1",
      "127.0.0.1"
    ],
    "brand_colours": {
      "sidebar_text": "#ffffff",
      "sidebar_hover": "#0A0A42",
      "email_sub_text": "#ffffff",
      "sidebar_accent": "#36367E",
      "sidebar_active": "#53DBB8",
      "email_background": "#0E0E56",
      "email_button_text": "#ffffff",
      "sidebar_background": "#0E0E56",
      "sidebar_title_primary": "#FFC634",
      "email_button_background": "#36367E",
      "sidebar_title_secondary": "#ffffff",
      "sidebar_title_background": "#36367E",
      "email_logo_background_panel": "#36367E",
      "sidebar_title_secondary_hover": "#ffffff"
    },
    "is_subscribed": true,
    "regulatory_text": "Regulatory text",
    "addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
    "statement_frequency": "monthly",
    "task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
    "keep_deleted_files_for": 30,
    "welcome_paragraph_html": "<h1>Welcome.</h1>",
    "email_welcome_paragraph_html": "Welcome to Plannr!",
    "show_fact_find_illustrations": true
  },
  "name": "Welcome to Plannr",
  "path": "Gareth Thompson/Subfolder/Welcome to Plannr.pdf",
  "size": "21691783",
  "tags": [
    {
      "name": "Mortgage",
      "slug": "mortgage",
      "uuid": "633a9e93-6faa-4110-941d-0684d9bb7a0d",
      "colour": "#ef4582",
      "created_at": "2025-04-22T13:44:19+01:00",
      "updated_at": "2025-04-22T13:44:19+01:00"
    }
  ],
  "type": "type",
  "uuid": "5589f282-e5f3-4355-ae66-9e0d05968cc9",
  "folder": {
    "name": "Important Documents",
    "path": "Codepotato/Important Documents",
    "slug": "important-documents",
    "uuid": "73e4d5c0-9db1-4c76-9df9-37dbace898ca",
    "depth": 5,
    "files": "App\\Http\\Resources\\FileResource",
    "owned": false,
    "folders": "App\\Http\\Resources\\FolderResource",
    "parents": "App\\Http\\Resources\\FolderResource",
    "children": "App\\Http\\Resources\\FolderResource",
    "ancestors": "App\\Http\\Resources\\FolderResource",
    "created_at": "2025-04-22T13:44:19+01:00",
    "updated_at": "2025-04-22T13:44:19+01:00",
    "files_count": 8,
    "clients_read": true,
    "documentable": "Object",
    "participants": "App\\Http\\Resources\\FolderParticipantResource",
    "clients_write": true,
    "folders_count": 5,
    "is_root_folder": true,
    "is_pseudo_folder": true,
    "is_system_folder": true,
    "documentable_type": "account",
    "documentable_uuid": "account",
    "participants_count": 3,
    "show_client_permissions": true
  },
  "status": "uploaded",
  "account": {
    "name": "Gareth Thompson",
    "role": "client",
    "type": "client",
    "uuid": "04fb8bda-d0b8-46aa-a3ca-7cd3c5ff6314",
    "email": "gareth@codepotato.co.uk",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
    "created_at": "2025-04-22T13:44:19+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-04-22T13:44:19+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  },
  "filename": "Welcome to Plannr.pdf",
  "progress": "100",
  "extension": "pdf",
  "navigator": {
    "model_type": "account",
    "model_uuid": "643b9da6-00c6-43d8-9703-b8ebf6467b05"
  },
  "created_at": "2025-04-22T13:44:19+01:00",
  "updated_at": "2025-04-22T13:44:19+01:00",
  "folder_name": "folder 2",
  "uploaded_at": "2025-04-22T13:44:19+01:00",
  "documentable": "Object",
  "download_url": "https://plannr.valet/file/094532c2-a150-4922-80cb-8ca5b638f8a6/download",
  "last_modified": "2025-04-22T13:44:19+01:00",
  "documentable_type": "account",
  "original_created_at": "2025-04-22T13:44:19+01:00"
}