Bulk insert valuations

POST /api/v2/valuations/bulk

Personal access token & O auth2

Creates multiple valuations for a plan and sub-account

Headers

• Authorization string
• Content-Type string
• Accept string
• X-PLANNR-ACCOUNT-UUID string

application/json

Body Required

• plan_uuid string Required

  The UUID of the plan to store the valuations on.

• sub_account_uuid string

  The UUID of the plan's sub account to store the valuations on.

• valuations array[string] Required

  The valuations to store. You can provide up to 1,000 valuations per request. The value must be represented in pennies. The bulk_reference_uuid is an optional field to provide a unique UUIDv4 for your reference.

POST /api/v2/valuations/bulk

curl \
 --request POST 'https://api.plannrcrm.com/api/v2/valuations/bulk' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"plan_uuid":"f32f8bf0-ed70-42a9-b278-bb8d2863a704","sub_account_uuid":"3d6a3936-5419-48e1-9d24-c5ad134efe02","valuations":[{"value":100000,"valued_at":"2025-01-01","bulk_reference_uuid":null}]}'

Request examples

# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "plan_uuid": "f32f8bf0-ed70-42a9-b278-bb8d2863a704",
  "sub_account_uuid": "3d6a3936-5419-48e1-9d24-c5ad134efe02",
  "valuations": [
    {
      "value": 100000,
      "valued_at": "2025-01-01",
      "bulk_reference_uuid": null
    }
  ]
}