Error
Import
Bulk update cases via CSV
Updates existing cases from a CSV file. Only existing cases are affected — no new records created. Requires FULL tier. Note: the ‘notes’ field has field-level RBAC — only the receiving (referent) firm can update it. The referring firm’s requests to update ‘notes’ will be rejected per-row.
POST
Error
Authorizations
Public API key (format cxp_<tier>_<body>, tier = ro|std|full). Scoped to a single firm. The firm must have public_api in allowedIntegrations.
Body
multipart/form-data
CSV file (max 20 MB)