Bulk insert valuations

POST /api/v2/valuations/bulk
Personal access token & O auth2

Creates multiple valuations for a plan and sub-account

Headers

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":"8b96d241-4e1e-4c62-b8f2-cf8344269d6c","sub_account_uuid":"3d5c6fde-c27a-49bb-9398-1f22cc830f40","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": "8b96d241-4e1e-4c62-b8f2-cf8344269d6c",
  "sub_account_uuid": "3d5c6fde-c27a-49bb-9398-1f22cc830f40",
  "valuations": [
    {
      "value": 100000,
      "valued_at": "2025-01-01",
      "bulk_reference_uuid": null
    }
  ]
}