Home/CRM/Bulk Operations

Bulk Operations

Bulk stage changes, deletions, and CSV import/export for deals and contacts.

Endpoints

POST	/api/v1/crm/bulk/deals/update	Bulk update deals
POST	/api/v1/crm/bulk/deals/delete	Bulk delete deals
POST	/api/v1/crm/bulk/contacts/import	Import contacts from CSV
GET	/api/v1/crm/bulk/deals/export	Export deals to CSV
GET	/api/v1/crm/bulk/contacts/export	Export contacts to CSV
GET	/api/v1/crm/bulk/companies/export	Export companies to CSV

POST/api/v1/crm/bulk/deals/update

Bulk update deals

Bulk update stage and owner for multiple deals. Processes up to 100 deals at a time.

Authentication required— Include session cookie or Bearer token

Request Body

Name	Type	Required	Description
ids	string[]	Required	Array of deal IDs to update (max 100)
stage	string	Optional	Target stage
assigned_member_id	string	Optional	Target assigned member ID

Response Fields

Name	Type	Required	Description
processed	number	Optional	Number of successfully processed items
errors	string[]	Optional	Array of error messages (if any failures)

Code Examples

curl -X POST "https://api.blueai.jp/api/v1/crm/bulk/deals/update" \
  -H "Cookie: better-auth.session_token=<token>" \
  -H "Content-Type: application/json" \
  -d '{
  "ids": [
    "deal_11111111111111111111111111111111",
    "deal_22222222222222222222222222222222",
    "deal_33333333333333333333333333333333"
  ],
  "stage": "proposal",
  "assigned_member_id": "usr_99999999999999999999999999999999"
}'

Response Example

{
  "processed": 3,
  "errors": []
}

POST/api/v1/crm/bulk/deals/delete

Bulk delete deals

Bulk delete multiple deals. Processes up to 100 deals at a time.

Authentication required— Include session cookie or Bearer token

Request Body

Name	Type	Required	Description
ids	string[]	Required	Array of deal IDs to delete (max 100)

Response Fields

Name	Type	Required	Description
processed	number	Optional	Number of successfully processed items
errors	string[]	Optional	Array of error messages

Code Examples

curl -X POST "https://api.blueai.jp/api/v1/crm/bulk/deals/delete" \
  -H "Cookie: better-auth.session_token=<token>" \
  -H "Content-Type: application/json" \
  -d '{
  "ids": [
    "deal_11111111111111111111111111111111",
    "deal_22222222222222222222222222222222"
  ]
}'

Response Example

{
  "processed": 2,
  "errors": []
}

POST/api/v1/crm/bulk/contacts/import

Import contacts from CSV

Bulk import contacts from a CSV file. CSV headers should map to: first_name, last_name, email, phone, position, company_id, note.

Authentication required— Include session cookie or Bearer token

Request Body

Name	Type	Required	Description
file	file	Required	CSV file (multipart/form-data)

Response Fields

Name	Type	Required	Description
processed	number	Optional	Number of successfully imported items
errors	string[]	Optional	Array of error messages

Code Examples

curl -X POST "https://api.blueai.jp/api/v1/crm/bulk/contacts/import" \
  -H "Cookie: better-auth.session_token=<token>"

GET/api/v1/crm/bulk/deals/export

Export deals to CSV

Download all deals as a CSV file. Response is returned as text/csv. Columns: id, name, customer_name, company_id, contact_id, amount, stage, expected_close_date, assigned_member_id, created_at, updated_at

Authentication required— Include session cookie or Bearer token

Response Fields

Name	Type	Required	Description
(CSV)	text/csv	Optional	CSV file with UTF-8 BOM

Code Examples

curl "https://api.blueai.jp/api/v1/crm/bulk/deals/export" \
  -H "Cookie: better-auth.session_token=<token>"

GET/api/v1/crm/bulk/contacts/export

Export contacts to CSV

Download all contacts as a CSV file. Columns: id, company_id, name, email, phone, position, notes, created_at, updated_at

Authentication required— Include session cookie or Bearer token

Response Fields

Name	Type	Required	Description
(CSV)	text/csv	Optional	CSV file with UTF-8 BOM

Code Examples

curl "https://api.blueai.jp/api/v1/crm/bulk/contacts/export" \
  -H "Cookie: better-auth.session_token=<token>"

GET/api/v1/crm/bulk/companies/export

Export companies to CSV

Download all companies as a CSV file. Columns: id, name, name_kana, department, industry, employee_count, website_url, postal_code, address, phone, email, notes, created_at, updated_at

Authentication required— Include session cookie or Bearer token

Response Fields

Name	Type	Required	Description
(CSV)	text/csv	Optional	CSV file with UTF-8 BOM

Code Examples

curl "https://api.blueai.jp/api/v1/crm/bulk/companies/export" \
  -H "Cookie: better-auth.session_token=<token>"