Import notes

Needs: Clients, Read-write (Owner or Superadmin)

Migrates up to 100 notes from another system as General notes, with optional backdated times and authors. Run it with dry_run first. A batch imports all or nothing, and notes already imported (same client, author, time and text) are skipped, so a batch can be sent again safely.

Note: created_at is YYYY-MM-DD HH:MM in the organisation's time zone and cannot be in the future. author_staff_id can be any staff member, archived included. The default author is the organisation owner.

curl -X POST "https://app.imploy.com.au/api/integrations/v1/client-notes/import" \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -d '{
  "dry_run": true,
  "notes": [
    {
      "client_id": 12,
      "notes": "<p>Imported from the old system.</p>",
      "created_at": "2025-11-03 14:30",
      "author_email": "staff@example.com"
    }
  ]
}'

import requests
import json

url = "https://app.imploy.com.au/api/integrations/v1/client-notes/import"
headers = {
  "Content-Type": "application/json",
  "Authorization": "Bearer YOUR_API_TOKEN"
}
data = {
  "dry_run": true,
  "notes": [
    {
      "client_id": 12,
      "notes": "<p>Imported from the old system.</p>",
      "created_at": "2025-11-03 14:30",
      "author_email": "staff@example.com"
    }
  ]
}

response = requests.post(url, headers=headers, json=data)
print(response.json())

const response = await fetch("https://app.imploy.com.au/api/integrations/v1/client-notes/import", {
  method: "POST",
  headers: {
  "Content-Type": "application/json",
  "Authorization": "Bearer YOUR_API_TOKEN"
},
  body: JSON.stringify({
  "dry_run": true,
  "notes": [
    {
      "client_id": 12,
      "notes": "<p>Imported from the old system.</p>",
      "created_at": "2025-11-03 14:30",
      "author_email": "staff@example.com"
    }
  ]
})
});

const data = await response.json();
console.log(data);

package main

import (
    "fmt"
    "net/http"
    "bytes"
    "encoding/json"
)

func main() {
    data := []byte(`{
  "dry_run": true,
  "notes": [
    {
      "client_id": 12,
      "notes": "<p>Imported from the old system.</p>",
      "created_at": "2025-11-03 14:30",
      "author_email": "staff@example.com"
    }
  ]
}`)

    req, err := http.NewRequest("POST", "https://app.imploy.com.au/api/integrations/v1/client-notes/import", bytes.NewBuffer(data))
    if err != nil {
        panic(err)
    }

    req.Header.Set("Content-Type", "application/json")
    req.Header.Set("Authorization", "Bearer YOUR_API_TOKEN")

    client := &http.Client{}
    resp, err := client.Do(req)
    if err != nil {
        panic(err)
    }
    defer resp.Body.Close()

    fmt.Println("Response Status:", resp.Status)
}

require 'net/http'
require 'json'

uri = URI('https://app.imploy.com.au/api/integrations/v1/client-notes/import')
http = Net::HTTP.new(uri.host, uri.port)
http.use_ssl = true

request = Net::HTTP::Post.new(uri)
request['Content-Type'] = 'application/json'
request['Authorization'] = 'Bearer YOUR_API_TOKEN'
request.body = '{
  "dry_run": true,
  "notes": [
    {
      "client_id": 12,
      "notes": "<p>Imported from the old system.</p>",
      "created_at": "2025-11-03 14:30",
      "author_email": "staff@example.com"
    }
  ]
}'

response = http.request(request)
puts response.body

{
  "dry_run": true,
  "ready": 1,
  "skipped_duplicates": 0,
  "failed": 0,
  "time_zone": "Australia/Perth",
  "results": [
    {
      "index": 0,
      "ok": true,
      "status": "ready"
    }
  ]
}