Upsert amounts for all rows (account + shared) in a custom expenditure group. Creates missing per-account rows and the missing shared row using the representative row's field/section metadata, so circle members who weren't included on the original create — or the shared/circle amount — can be added on a later update without silently being dropped. Run in API Explorer

POST /api/v2/fact-find-expenditures/{factFindSession_uuid}/{lifeStage_uuid}/custom/{factFindExpenditure_group_uuid}

Path parameters

  • factFindSession_uuid string Required
  • lifeStage_uuid string Required
  • factFindExpenditure_group_uuid string Required

Responses

  • 500 application/json
    Hide response attribute Show response attribute object
    • message string
POST /api/v2/fact-find-expenditures/{factFindSession_uuid}/{lifeStage_uuid}/custom/{factFindExpenditure_group_uuid}
curl \
 --request POST 'https://api.plannrcrm.com/api/v2/fact-find-expenditures/6ff8f7f6-1eb3-3525-be4a-3932c805afed/6ff8f7f6-1eb3-3525-be4a-3932c805afed/custom/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (500)
{
  "message": "Server Error"
}