CSV import & export

Import records from CSV files. Supports dry-run preview, conflict resolution, and automatic field mapping.

Import endpoint

POST /pfm/v1/{entity}/import-csv (requires pfm_create_records)

Options

Option	Values	Description
`dry_run`	true/false	Validate and report without committing
`has_header`	true/false	Whether the first row is a header (default: true)
`ignore_unknown_columns`	true/false	Skip columns not matching fields instead of erroring
`conflict_policy`	error/skip/update	How to handle duplicate rows (via unique_key)
`unique_key`	field name or `sys_id`	Which field determines uniqueness
`delimiter`	single char	CSV delimiter (default: `,`)

Conflict policies

Policy	Behaviour
`error`	Report the row as an error, do not apply
`skip`	Silently skip the row
`update`	Patch the existing record with imported values

Validation

Headers are validated against declared field names
Each cell is coerced through the standard field type validation pipeline
UTF-8 BOM is stripped, NULL bytes are stripped
The unique key field must be sys_id or a field with is_unique=true

Response

{
  "status": "ok",
  "data": {
    "rows_total": 150,
    "rows_inserted": 142,
    "rows_updated": 0,
    "rows_skipped": 3,
    "rows_errored": 5,
    "errors": [
      {"row": 23, "message": "Required field 'email' is empty"}
    ]
  }
}

Always do a dry run first to catch mapping and validation issues
before committing data.