crm_record_import
Import many organization or contact records from one CSV in one write: every record is written, or none is.
| Namespace | crm |
|---|---|
| Effect | workspace_write |
| Approval | required |
| Presence | not required |
| Privacy | workspace_crm |
| Version | v2 |
What the model reads
Import many organization or contact records from one CSV in one write: every record is written, or none is. Name the file in attachments and say in columns which of its columns fills each field. A record whose name is already held is skipped or updated as onDuplicate says, and an updated record keeps any field the file leaves empty. The person asking approves the import after seeing how many records it creates and updates; a file with a line that cannot be imported is refused with each such line and why. dryRun checks them all and writes nothing.
Call it over HTTP
crm_organization_update
Change what this company holds about an organization; only the fields the call names change.
crm_vocabulary_get
The CRM vocabulary, the words this company runs its CRM in: the organization types it sorts relationships by, the pipelines it runs deals through, and the stages a deal can stand at with what each one means.