imports_preview
Dry run of a customer CSV import. Writes nothing. Returns the headers, a suggested mapping (from a preset or the header names), and for every row the customer it would create or the problems found. Show the mapping to the owner before imports.run. next_actions says what to do next.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| csv | Yes | ||
| preset | No | ||
| source | No | Where the file came from (jobber, housecall_pro, ...). Old ids are remembered per source. Defaults to the preset, or csv. | |
| mapping | No | ||
| shop_id | Yes | ||
| on_match | No | A row that matches a customer already in Doing Work (by old id, then email, then phone): skip (default) leaves it; update fills blanks, adds tags and a new service address, and never replaces an email or phone. |