Import A Portfolio File

Endpoint allows you to import a list of companies to add to the selected portfolio along with some personal information for the company. Importing a portfolio will add the companies to the specified portfolio, duplicates in the import file will be ignored.You may also optionally add an email to the body of the request and get an email notification when the import is processed..

SecuritybearerToken
Request
path Parameters
portfolioId
required
number

The unique identifier of the portfolio, obtained from /portfolios.

Request Body schema: multipart/form-data
required
importcsv
string <binary>

The import file ideally needs to be a .csv file.

email
string

Option field. Provide an email and get a notification when the import has been completed with the details about the import.

Responses
200
400
401
404
post/monitoring/portfolios/{portfolioId}/import
Request samples
multipart/form-data
{
  "importCsv": "FILE_PATH",
  "email": "john.smith@creditsafe.com"
}
Response samples
application/json
{
  • "correlationId": "23921650-c073-11ea-860f-06bc8182190e",
  • "status": "Accepted for processing. Import Id 339523"
}
➔ Next to Sync A Portfolio File