import_csv
Import CSV or XLSX files into QuickBooks Online or Xero. Start with a dry-run to preview mapping and missing fields, then confirm to commit the import.
Instructions
Happy-path CSV/XLSX importer. Two-step: first call (without confirmed) auto-resolves the company, uploads the file, and returns the server's proposed mapping plus any missingRequired fields — show this to the user. Re-call with confirmed=true (and the same filePath) to run the real import and poll until it terminates. Returns { stage: 'DRY_RUN' | 'DONE', importId?, status, summary?, proposedMapping?, missingRequired? }.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| filePath | Yes | Absolute path to a .csv, .xlsx, or .xls file. | |
| entityName | Yes | Entity to import as — match entities_list (e.g. 'Journal Entry'). | |
| companyId | No | Optional. If omitted and exactly one ACTIVE company exists, it's picked automatically. | |
| confirmed | No | Set true on the second call to commit the import. Default false (dry-run only). | |
| timeoutSeconds | No | Forwarded to import_wait on the confirmed call. Default 600. |