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

Creates multiple valuations for a plan and sub-account

Headers

  • X-PLANNR-ACCOUNT-UUID string
application/json

Body

  • plan_uuid string(uuid) Required

    The UUID of the plan to store the valuations on.

  • sub_account_uuid string(uuid)

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

  • valuations array[object] Required

    The valuations to store. You can provide up to 1,000 valuations per request.

    Hide valuations attributes Show valuations attributes object
    • valued_at string(date)

      The date the valuation was made.

    • value integer

      The value represented in pennies.

    • bulk_reference_uuid string(uuid)

      Optional field to provide a unique UUIDv4 for your reference.

Responses

  • 401 application/json
    Hide response attribute Show response attribute object
    • message string
POST /api/v2/valuations/bulk 
curl \
 --request POST 'https://api.plannrcrm.com/api/v2/valuations/bulk' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"plan_uuid":"b33de96f-0ac7-4056-9471-4dc28d4f97e8","sub_account_uuid":"709ce644-e914-42f2-baf8-b615979519a4","valuations":[{"value":100000,"valued_at":"2025-01-01","bulk_reference_uuid":"7f7dffd9-faa5-4bf1-a33d-4db7d1fc8724"}]}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "plan_uuid": "b33de96f-0ac7-4056-9471-4dc28d4f97e8",
  "sub_account_uuid": "709ce644-e914-42f2-baf8-b615979519a4",
  "valuations": [
    {
      "value": 100000,
      "valued_at": "2025-01-01",
      "bulk_reference_uuid": "7f7dffd9-faa5-4bf1-a33d-4db7d1fc8724"
    }
  ]
}
Response examples (401) 
{
  "message": "Unauthenticated."
}