Bulk import profiles

Asynchronously import the profile data of many investment entities in a single request. Each row targets one investment entity by ID (Anduin ID or tracking ID) and supplies the profile field values to write; you may import up to 1000 profiles per request.

Fields you provide are updated, fields you omit are left unchanged, and an explicit empty value clears the field. importTemplateId and overwriteArrayValues are set once per request and apply to every row.

This endpoint initiates a background job and returns a request ID immediately, preventing timeouts. Once complete, the job provides a secure URL to download a per-investment-entity report (success or failure with error detail) as a CSV file, following the selected import template.

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
required

List of profiles to import (1 to 1000 rows). Each row targets one investment entity by investmentEntityId.

data*
string

Optional import template applied to every row. If omitted, the firm's single enabled import template is used (the request is rejected when the firm has multiple enabled templates).

boolean
Defaults to false

Controls how array fields (such as contacts or beneficial owners) are updated. When false (default), each element you send updates the existing element at the same index; elements you leave out are kept and cannot be removed. When set to true, the array you send replaces the existing array exactly: elements you leave out are deleted, and an empty array [] clears it. An array field you do not include in the payload is left unchanged in both cases. Non-array fields are unaffected.

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