Sync A Portfolio File

Endpoint allows you to sync a portfolio file with your portfolio. Sync action will delete all companies in your specified portfolio, and then add the companies from the file into the portfolio.

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}/sync
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 GM User Management of Portfolios / Retrieve Portfolio By Id