Bulk insert valuations

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 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.

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":"b1e52d23-be0e-4ec2-9a68-b4ad69ed67dd","sub_account_uuid":"11a7719c-87c6-40e9-94ce-3ba8b4ee3e21","valuations":[{"value":100000,"valued_at":"2025-01-01","bulk_reference_uuid":null}]}'

Request examples

# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "plan_uuid": "b1e52d23-be0e-4ec2-9a68-b4ad69ed67dd",
  "sub_account_uuid": "11a7719c-87c6-40e9-94ce-3ba8b4ee3e21",
  "valuations": [
    {
      "value": 100000,
      "valued_at": "2025-01-01",
      "bulk_reference_uuid": null
    }
  ]
}

Response examples (401)

{
  "message": "Unauthenticated."
}