API documentation

[Bulk Import] Import columns from a CSV file.

Upload a multipart CSV file describing the columns to import into a template. The import is processed asynchronously — use the status endpoint to monitor it.

POST https://api.wetransform.com/bulk-import/columns/{templateHandle}/{method}

URL Parameters

Parameter	Description	Pattern
`{method}`	Import strategy: "replace" replaces all columns, "merge" appends or updates.	`replace\|merge`
`{templateHandle}`	The handle of the template to import columns into.

File Upload

File upload(s)

BulkImportPublicBulkImportUpload

File uploads must use the regular HTTP multipart/form-data body encoding.

Field name

Description

Constraints

file

The CSV file to import.

Not Blank

File
binaryFormat	"true"
mimeTypes	"[\n \"text\\\/plain\",\n \"text\\\/csv\"\n]"
maxSize	"512000"

Responses

Response 200

ResponseSuccess BulkImportPublicBulkImportResponse

success boolean

Always true on successful responses.

Sample: true

payload object

Payload of the requested resource.

payload.import_id ^* string

The import ID.

Sample: "f55f4ec4-d875-41ac-956c-f676f475b5af"

payload.type ^* string

The type of import.

Possible values: column, value_list, customer

Sample: "column"

payload.method ^* string

The method of import.

Possible values: replace, merge

Sample: "replace"

payload.status ^* string

The status of the import.

Possible values: idle, pending, processing, completed, failed

Sample: "processing"

payload.progress ^* integer

The progress of the import (percentage).

Sample: 50

payload.source_url ^* string

The imported file URL.

Sample: "https:\/\/example.com\/temp\/import.123451234512.csv"

payload.report_url ^* string

An error report URL.

When a user uploads a CSV containing simple violations (such as writing "monht" instead of "month" in the "interval" column), there are violations that are easy to point out by providing the exact location in the input file.

This error report points to a CSV file containing the list of violations.

Sample: "https:\/\/example.com\/temp\/report.123451234512.csv"

payload.number_of_valid_rows ^* integer

The number of valid rows in the imported file.

Sample: 123

payload.number_of_violations ^* integer

The number of violations in the imported file.

Sample: 1

payload.error ^* string

The user error message.

This message is displayed to the user when the import fails.

payload.template_handle ^* string

The handle of the template this import targets.

Sample: "my-template"

product ^* object

A product needed.

Not null if user requires to buy a specific product (permission or limitation) in order to access a feature.

product.requirement ^* string

Whether the user requested a features s/he doesn't have access to, or the user needs greater limits. Possible values: permission, limitation

Sample: "permission"

product.permission ^* object

The required permission.

You will need to know which permission is needed in order to fill up search filters in the shop.

product.permission.description ^* string

A human-understandable name for the permission.

product.permission.name string

A technical permission name (ex: ORGANISATION_UPDATE_SETTINGS).

Possible values depend on the context, check the domain's metadata endpoint.

Sample: "X_SOURCE_FORMAT_XML"

product.limitation_type ^* string

The limitation that needs to be increased (ex: number of columns).

product.limitation_needed_value ^* integer

The needed resource quantity (if receiver uses 9 columns in a template, this value is 9).

product.limitation_current_value ^* integer

The current value of the limitation (if receiver is allowed to use 10 columns, this value is 10).

product.limitation_object ^* object

The limitation type in a readable format, for example, "lines per file".

product.is_cta ^* boolean

Whether a Call To Action should be displayed.

It may not be displayed if:

the limitation is on the membership role
the limitation is on the customer role
the user is a sender

template_handle ^* string

Handle of the template currently in context, if any.

Many endpoints (and frontend components) require a template_handle. It is exposed here so consumers — most notably the AI agent — can reuse it instead of having to ask the user for it again.

Sample: "new-hires"

source_id ^* string

UUID of the source currently in context, if any.

Many endpoints (and frontend components) require a source_id (the source UUID, not its database id). It is exposed here so consumers — most notably the AI agent — can reuse it instead of having to ask the user for it again.

Sample: "9e7060d4-9314-4783-883a-8702471ccd39"

debug array

Debug information.

Contains logs about business logic explaining state of the response payload.

Provided in development & admin modes only.

Properties suffixed with * are nullable.

{
    "success": true,
    "payload": {
        "import_id": "f55f4ec4-d875-41ac-956c-f676f475b5af",
        "type": "column",
        "method": "replace",
        "status": "processing",
        "progress": 50,
        "source_url": "https:\/\/example.com\/temp\/import.123451234512.csv",
        "report_url": "https:\/\/example.com\/temp\/report.123451234512.csv",
        "number_of_valid_rows": 123,
        "number_of_violations": 1,
        "error": null,
        "template_handle": "my-template"
    },
    "product": {
        "requirement": "permission",
        "permission": {
            "name": "X_SOURCE_FORMAT_XML",
            "description": "Can import XML files"
        },
        "limitation_type": null,
        "limitation_needed_value": null,
        "limitation_current_value": null,
        "limitation_object": null,
        "is_cta": false
    },
    "template_handle": "new-hires",
    "source_id": "9e7060d4-9314-4783-883a-8702471ccd39",
    "debug": []
}

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Response 401 Authentication required.

ResponseError HttpUnauthorized

User must be authenticated to access the resource.

This response is received when the authorization header does not contain a valid authentication token.

It mostly happens because the current access_token has expired, and it needs to be renewed using a refresh_token.

success boolean

Always false on error responses.

Sample: false

payload object

Context about the error, if any.

product ^* object

A product needed.

Not null if user requires to buy a specific product (permission or limitation) in order to access a feature.

product.requirement ^* string

Whether the user requested a features s/he doesn't have access to, or the user needs greater limits. Possible values: permission, limitation

Sample: "permission"

product.permission ^* object

The required permission.

You will need to know which permission is needed in order to fill up search filters in the shop.

product.permission.description ^* string

A human-understandable name for the permission.

product.permission.name string

A technical permission name (ex: ORGANISATION_UPDATE_SETTINGS).

Possible values depend on the context, check the domain's metadata endpoint.

Sample: "X_SOURCE_FORMAT_XML"

product.limitation_type ^* string

The limitation that needs to be increased (ex: number of columns).

product.limitation_needed_value ^* integer

The needed resource quantity (if receiver uses 9 columns in a template, this value is 9).

product.limitation_current_value ^* integer

The current value of the limitation (if receiver is allowed to use 10 columns, this value is 10).

product.limitation_object ^* object

The limitation type in a readable format, for example, "lines per file".

product.is_cta ^* boolean

Whether a Call To Action should be displayed.

It may not be displayed if:

the limitation is on the membership role
the limitation is on the customer role
the user is a sender

template_handle ^* string

Handle of the template currently in context, if any.

Many endpoints (and frontend components) require a template_handle. It is exposed here so consumers — most notably the AI agent — can reuse it instead of having to ask the user for it again.

Sample: "new-hires"

source_id ^* string

UUID of the source currently in context, if any.

Sample: "9e7060d4-9314-4783-883a-8702471ccd39"

debug array

Debug information.

Contains logs about business logic explaining state of the response payload.

Provided in development & admin modes only.

Properties suffixed with * are nullable.

{
    "success": false,
    "payload": [],
    "product": {
        "requirement": "permission",
        "permission": {
            "name": "X_SOURCE_FORMAT_XML",
            "description": "Can import XML files"
        },
        "limitation_type": null,
        "limitation_needed_value": null,
        "limitation_current_value": null,
        "limitation_object": null,
        "is_cta": false
    },
    "template_handle": "new-hires",
    "source_id": "9e7060d4-9314-4783-883a-8702471ccd39",
    "debug": []
}

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Response 403 Access denied.

ResponseError HttpForbidden

User is well authenticated, but not authorized to access the resource.

It can happen if user is trying to use a feature that s/he didn't pay for, access someone else's resource, etc.

These issues are normally fixed by the frontend, which should render features and resources user has access to.

success boolean

Always false on error responses.

Sample: false

payload object

Context about the error, if any.

product ^* object

A product needed.

Not null if user requires to buy a specific product (permission or limitation) in order to access a feature.

product.requirement ^* string

Whether the user requested a features s/he doesn't have access to, or the user needs greater limits. Possible values: permission, limitation

Sample: "permission"

product.permission ^* object

The required permission.

You will need to know which permission is needed in order to fill up search filters in the shop.

product.permission.description ^* string

A human-understandable name for the permission.

product.permission.name string

A technical permission name (ex: ORGANISATION_UPDATE_SETTINGS).

Possible values depend on the context, check the domain's metadata endpoint.

Sample: "X_SOURCE_FORMAT_XML"

product.limitation_type ^* string

The limitation that needs to be increased (ex: number of columns).

product.limitation_needed_value ^* integer

The needed resource quantity (if receiver uses 9 columns in a template, this value is 9).

product.limitation_current_value ^* integer

The current value of the limitation (if receiver is allowed to use 10 columns, this value is 10).

product.limitation_object ^* object

The limitation type in a readable format, for example, "lines per file".

product.is_cta ^* boolean

Whether a Call To Action should be displayed.

It may not be displayed if:

the limitation is on the membership role
the limitation is on the customer role
the user is a sender

template_handle ^* string

Handle of the template currently in context, if any.

Many endpoints (and frontend components) require a template_handle. It is exposed here so consumers — most notably the AI agent — can reuse it instead of having to ask the user for it again.

Sample: "new-hires"

source_id ^* string

UUID of the source currently in context, if any.

Sample: "9e7060d4-9314-4783-883a-8702471ccd39"

debug array

Debug information.

Contains logs about business logic explaining state of the response payload.

Provided in development & admin modes only.

Properties suffixed with * are nullable.

{
    "success": false,
    "payload": [],
    "product": {
        "requirement": "permission",
        "permission": {
            "name": "X_SOURCE_FORMAT_XML",
            "description": "Can import XML files"
        },
        "limitation_type": null,
        "limitation_needed_value": null,
        "limitation_current_value": null,
        "limitation_object": null,
        "is_cta": false
    },
    "template_handle": "new-hires",
    "source_id": "9e7060d4-9314-4783-883a-8702471ccd39",
    "debug": []
}

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