Magidoc

Import Overview

The NextZen CSV Integration API provides endpoints that allow importing CSV data for each entity that can be imported.

Import endpoints accept a CSV body in sparse matrix format, containing rows representing the entities to be imported.

Grouping Rows

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Leaving the id column blank and assigning a unique slug s will allow for grouping related rows by slug . The import process will auto-assign unique id s and return them in the response. For example to import organization profiles:

POST https://helping-hands.portals.wizehive.app/api/import/organization/profiles
Authorization Bearer eyJhbGciOiJSUz.eyJpc3MiOiJodHR.mDZCJz7tfFR2k8edoHje-YO-1EI69SYbeR
Content-Type text/csv
id slug applicantType profileTemplateId userId sectionId sectionSlug fieldId fieldType addressLine1 addressLine2 addressCity addressState addressPostal addressCountry contactsFirst contactsLast contactsPhone contactsEmail contactsTitle dateDate dateStart dateEnd dateType einEIN emailEmail fileIds genderChoices individualnameFirst individualnameLast individualnamePrefix individualnameMiddle individualnameSuffix likertscaleChoices multiselectChoices nameFirst nameLast namePrefix nameMiddle nameSuffix numberNumber numericsliderNumber organizationapplicationleadFirst organizationapplicationleadLast organizationapplicationleadPhone organizationapplicationleadEmail organizationapplicationleadTitle organizationcontactsFirst organizationcontactsLast organizationcontactsPhone organizationcontactsEmail organizationcontactsTitle organizationeinEIN organizationirsform990uploadIds organizationirsletteruploadIds organizationlegalnameText paragraphParagraph primaryemailEmail singleselectChoice teamleadFirst teamleadLast teamleadPhone teamleadEmail teamleadTitle teammembersFirst teammembersLast teammembersPhone teammembersEmail teammembersTitle textText textareaText voteChoice
profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BovoXmWgsKux3uuVS5SCP individualname Joe Jones
profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BovoXmWjWKYyizzxXk22Z primaryemail joe.jones@mailinator.com
profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BpFB7Ve2UBgN1FT1KzKvU gender Male
profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BqMnLvhmGJrgzunXJjVw5 number
profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BqZJ55SVuPvvqAiT9S95L address 734 Lawrence Street Sylvania us-oh 43560 us
profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BovoXmWgsKux3uuVS5SCP individualname Sue Simmones
profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BovoXmWjWKYyizzxXk22Z primaryemail sue.simmones@mailinator.com
profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BpFB7Ve2UBgN1FT1KzKvU gender Female
profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BqMnLvhmGJrgzunXJjVw5 number
profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BqZJ55SVuPvvqAiT9S95L address 9154 Woodland St. Eastpointe us-mi 48021 us
profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BovoXmWgsKux3uuVS5SCP individualname Brandon Sharpe
profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BovoXmWjWKYyizzxXk22Z primaryemail brandon.sharpe@mailinator.com
profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BpFB7Ve2UBgN1FT1KzKvU gender Male
profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BqMnLvhmGJrgzunXJjVw5 number
profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BqZJ55SVuPvvqAiT9S95L address 352 N. Country Club St Los Angeles us-ca 90008 us
disposition errors id slug applicantType profileTemplateId userId sectionId sectionSlug fieldId fieldType addressLine1 addressLine2 addressCity addressState addressPostal addressCountry contactsFirst contactsLast contactsPhone contactsEmail contactsTitle dateDate dateStart dateEnd dateType einEIN emailEmail fileIds genderChoices individualnameFirst individualnameLast individualnamePrefix individualnameMiddle individualnameSuffix likertscaleChoices multiselectChoices nameFirst nameLast namePrefix nameMiddle nameSuffix numberNumber numericsliderNumber organizationapplicationleadFirst organizationapplicationleadLast organizationapplicationleadPhone organizationapplicationleadEmail organizationapplicationleadTitle organizationcontactsFirst organizationcontactsLast organizationcontactsPhone organizationcontactsEmail organizationcontactsTitle organizationeinEIN organizationirsform990uploadIds organizationirsletteruploadIds organizationlegalnameText paragraphParagraph primaryemailEmail singleselectChoice teamleadFirst teamleadLast teamleadPhone teamleadEmail teamleadTitle teammembersFirst teammembersLast teammembersPhone teammembersEmail teammembersTitle textText textareaText voteChoice
imported 1Br3MrPJmYNAsgxBCamz01 profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BovoXmWgsKux3uuVS5SCP individualname Joe Jones
imported 1Br3MrPJmYNAsgxBCamz01 profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BovoXmWjWKYyizzxXk22Z primaryemail joe.jones@mailinator.com
imported 1Br3MrPJmYNAsgxBCamz01 profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BpFB7Ve2UBgN1FT1KzKvU gender Male
imported 1Br3MrPJmYNAsgxBCamz01 profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BqMnLvhmGJrgzunXJjVw5 number
imported 1Br3MrPJmYNAsgxBCamz01 profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BqZJ55SVuPvvqAiT9S95L address 734 Lawrence Street Sylvania us-oh 43560 us
imported 1Br3MrPJmYNAsgxBCamz02 profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BovoXmWgsKux3uuVS5SCP individualname Sue Simmones
imported 1Br3MrPJmYNAsgxBCamz02 profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BovoXmWjWKYyizzxXk22Z primaryemail sue.simmones@mailinator.com
imported 1Br3MrPJmYNAsgxBCamz02 profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BpFB7Ve2UBgN1FT1KzKvU gender Female
imported 1Br3MrPJmYNAsgxBCamz02 profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BqMnLvhmGJrgzunXJjVw5 number
imported 1Br3MrPJmYNAsgxBCamz02 profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BqZJ55SVuPvvqAiT9S95L address 9154 Woodland St. Eastpointe us-mi 48021 us
imported 1Br3MrPJmYNAsgxBCamz03 profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BovoXmWgsKux3uuVS5SCP individualname Brandon Sharpe
imported 1Br3MrPJmYNAsgxBCamz03 profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BovoXmWjWKYyizzxXk22Z primaryemail brandon.sharpe@mailinator.com
imported 1Br3MrPJmYNAsgxBCamz03 profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BpFB7Ve2UBgN1FT1KzKvU gender Male
imported 1Br3MrPJmYNAsgxBCamz03 profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BqMnLvhmGJrgzunXJjVw5 number
imported 1Br3MrPJmYNAsgxBCamz03 profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BqZJ55SVuPvvqAiT9S95L address 352 N. Country Club St Los Angeles us-ca 90008 us

Disposition and Errors

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Import endpoints will echo the CSV request body, adding disposition and errors columns. All the grouped rows of each identity will have the sample disposition , which will be one of [invalid , failed , imported ].

When disposition is invalid , the errors column will contain specific validation errors, which can be corrected and then re-imported. The disposition and errors columns can be included in a CSV import body and will be ignored.

When disposition is failed , the import input is valid, but another error occurred. Examples might include a duplicate entitiy or a non-existent id reference.

Successfully imported entities will have disposition is imported .

The following import request show mixed disposition s and error s:

POST https://helping-hands.portals.wizehive.app/api/import/organization/profiles
Authorization Bearer eyJhbGciOiJSUz.eyJpc3MiOiJodHR.mDZCJz7tfFR2k8edoHje-YO-1EI69SYbeR
Content-Type text/csv
id slug applicantType profileTemplateId userId sectionId sectionSlug fieldId fieldType addressLine1 addressLine2 addressCity addressState addressPostal addressCountry contactsFirst contactsLast contactsPhone contactsEmail contactsTitle dateDate dateStart dateEnd dateType einEIN emailEmail fileIds genderChoices individualnameFirst individualnameLast individualnamePrefix individualnameMiddle individualnameSuffix likertscaleChoices multiselectChoices nameFirst nameLast namePrefix nameMiddle nameSuffix numberNumber numericsliderNumber organizationapplicationleadFirst organizationapplicationleadLast organizationapplicationleadPhone organizationapplicationleadEmail organizationapplicationleadTitle organizationcontactsFirst organizationcontactsLast organizationcontactsPhone organizationcontactsEmail organizationcontactsTitle organizationeinEIN organizationirsform990uploadIds organizationirsletteruploadIds organizationlegalnameText paragraphParagraph primaryemailEmail singleselectChoice teamleadFirst teamleadLast teamleadPhone teamleadEmail teamleadTitle teammembersFirst teammembersLast teammembersPhone teammembersEmail teammembersTitle textText textareaText voteChoice
profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BovoXmWgsKux3uuVS5SCP individualname Jones
profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BovoXmWjWKYyizzxXk22Z primaryemail joe.jones-mailinator.com
profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BpFB7Ve2UBgN1FT1KzKvU gender Male
profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BqMnLvhmGJrgzunXJjVw5 number two
profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BqZJ55SVuPvvqAiT9S95L address 734 Lawrence Street Sylvania us-oh 43560 us
profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BovoXmWgsKux3uuVS5SCP individualname Sue Simmones
profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BovoXmWjWKYyizzxXk22Z primaryemail sue.simmones@mailinator.com
profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BpFB7Ve2UBgN1FT1KzKvU gender Female
profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BqMnLvhmGJrgzunXJjVw5 number
profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BqZJ55SVuPvvqAiT9S95L address 9154 Woodland St. Eastpointe us-mi 48021 us
profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BovoXmWgsKux3uuVS5SCP individualname Brandon Sharpe
profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BovoXmWjWKYyizzxXk22Z primaryemail brandon.sharpe@mailinator.com
profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BpFB7Ve2UBgN1FT1KzKvU gender Male
profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BqMnLvhmGJrgzunXJjVw5 number
profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BqZJ55SVuPvvqAiT9S95L address 352 N. Country Club St Los Angeles us-ca 90008 us
disposition errors id slug applicantType profileTemplateId userId sectionId sectionSlug fieldId fieldType addressLine1 addressLine2 addressCity addressState addressPostal addressCountry contactsFirst contactsLast contactsPhone contactsEmail contactsTitle dateDate dateStart dateEnd dateType einEIN emailEmail fileIds genderChoices individualnameFirst individualnameLast individualnamePrefix individualnameMiddle individualnameSuffix likertscaleChoices multiselectChoices nameFirst nameLast namePrefix nameMiddle nameSuffix numberNumber numericsliderNumber organizationapplicationleadFirst organizationapplicationleadLast organizationapplicationleadPhone organizationapplicationleadEmail organizationapplicationleadTitle organizationcontactsFirst organizationcontactsLast organizationcontactsPhone organizationcontactsEmail organizationcontactsTitle organizationeinEIN organizationirsform990uploadIds organizationirsletteruploadIds organizationlegalnameText paragraphParagraph primaryemailEmail singleselectChoice teamleadFirst teamleadLast teamleadPhone teamleadEmail teamleadTitle teammembersFirst teammembersLast teammembersPhone teammembersEmail teammembersTitle textText textareaText voteChoice
invalid Validation error: individualnameFirst is Required profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BovoXmWgsKux3uuVS5SCP individualname Jones
invalid Validation error: primaryemailEmail must be a valid email, but has joe.jones-mailinator.com profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BovoXmWjWKYyizzxXk22Z primaryemail joe.jones-mailinator.com
invalid profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BpFB7Ve2UBgN1FT1KzKvU gender Male
invalid Validation error: numberNumber must be a valid number, but has two profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BqMnLvhmGJrgzunXJjVw5 number two
invalid profile-1 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w01 1BovoXmWkZksHYNWKSe3io 1BqZJ55SVuPvvqAiT9S95L address 734 Lawrence Street Sylvania us-oh 43560 us
failed Error: Profile already exists profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BovoXmWgsKux3uuVS5SCP individualname Sue Simmones
failed Error: Profile already exists profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BovoXmWjWKYyizzxXk22Z primaryemail sue.simmones@mailinator.com
failed Error: Profile already exists profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BpFB7Ve2UBgN1FT1KzKvU gender Female
failed Error: Profile already exists profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BqMnLvhmGJrgzunXJjVw5 number
failed Error: Profile already exists profile-2 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w02 1BovoXmWkZksHYNWKSe3io 1BqZJ55SVuPvvqAiT9S95L address 9154 Woodland St. Eastpointe us-mi 48021 us
imported 1Br3MrPJmYNAsgxBCamz03 profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BovoXmWgsKux3uuVS5SCP individualname Brandon Sharpe
imported 1Br3MrPJmYNAsgxBCamz03 profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BovoXmWjWKYyizzxXk22Z primaryemail brandon.sharpe@mailinator.com
imported 1Br3MrPJmYNAsgxBCamz03 profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BpFB7Ve2UBgN1FT1KzKvU gender Male
imported 1Br3MrPJmYNAsgxBCamz03 profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BqMnLvhmGJrgzunXJjVw5 number
imported 1Br3MrPJmYNAsgxBCamz03 profile-3 individual 1BovoeknMfcbKPRG86yf7u 0RN6RCpHjYQriKnQYUxjNmIMZ_voQI4e5w03 1BovoXmWkZksHYNWKSe3io 1BqZJ55SVuPvvqAiT9S95L address 352 N. Country Club St Los Angeles us-ca 90008 us