When uploading data via API, you can either upload records one by one, or upload a CSV file.
You can find detailed information about Person and Transaction upload via API in our API documentation.
❗️Person data always needs to be uploaded before Transaction, i.e. Transactions are tied to Persons.
Uploading records one by one
Supported API calls:
Person related:
POST - Create new person
PATCH - Patch person, i.e. partially update person, e.g. change their email, phone number, etc. Attributes not included in the call are not updated
PUT - Update person, i.e. attributes in the request will be used to replace existing ones
GET - Fetch all persons
GET - Fetch person by id
Transaction related:
POST - Create new transaction
GET - Fetch transaction by id
PATCH - Update transaction
Uploading CSV file via API
CSV file should follow the same requirements which are applicable when uploading a CSV via UI:
Files up to 100M are supported. File processing happens asynchronously.
CSV data upload is composed of validation and upload phases. You can read more about it in the API documentation.