Bulk assign contacts to investment entities

Asynchronously assign a large number of Contacts to Investment Entities in bulk.
Each item in the request body represents a single contact-to-investment-entity assignment, with the same parameters as the single Assign contact to investment entity endpoint.

This endpoint initiates a background job to process your request, allowing you to assign up to 1000 records in a single operation.
Once complete, the job will provide a detailed report on the status of each assignment in CSV format.

If a contact is already assigned to the specified investment entity, the assignment will be updated with the new settings.

This process is asynchronous; you can find a complete guide to the workflow in our Asynchronous Bulk Import API documentation.

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Path Params
string
required

The ID of the Firm object

Body Params
data
array of objects

List of contact-to-investment-entity assignments

data
Responses

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Response
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application/json