Bardiau R.
API for Financial plan data ?
Bardiau R. · 11 months ago · Question
Answered
Bardiau R.

Hi community,

We would like to know if there is an API to create/update the Financial Plan Data ?
I know there is a tile called "Import Financial Plan Data" where you can upload a CSV file to do just that but we would like to automate it. I couldn't fin any API on the Business Hub, did I missed it or is there another way to do that?

Regards.

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