Export Configuration

curl --request POST \
  --url https://app.aiinsurance.io/api/v1/external/companies/{companyId}/configuration/export \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "spreadsheetId": "1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms",
  "googleOAuthToken": "ya29.a0AfH6SM..."
}
'

import requests

url = "https://app.aiinsurance.io/api/v1/external/companies/{companyId}/configuration/export"

payload = {
    "spreadsheetId": "1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms",
    "googleOAuthToken": "ya29.a0AfH6SM..."
}
headers = {
    "Authorization": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    spreadsheetId: '1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms',
    googleOAuthToken: 'ya29.a0AfH6SM...'
  })
};

fetch('https://app.aiinsurance.io/api/v1/external/companies/{companyId}/configuration/export', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.aiinsurance.io/api/v1/external/companies/{companyId}/configuration/export",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'spreadsheetId' => '1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms',
    'googleOAuthToken' => 'ya29.a0AfH6SM...'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: <api-key>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://app.aiinsurance.io/api/v1/external/companies/{companyId}/configuration/export"

	payload := strings.NewReader("{\n  \"spreadsheetId\": \"1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms\",\n  \"googleOAuthToken\": \"ya29.a0AfH6SM...\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://app.aiinsurance.io/api/v1/external/companies/{companyId}/configuration/export")
  .header("Authorization", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"spreadsheetId\": \"1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms\",\n  \"googleOAuthToken\": \"ya29.a0AfH6SM...\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://app.aiinsurance.io/api/v1/external/companies/{companyId}/configuration/export")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"spreadsheetId\": \"1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms\",\n  \"googleOAuthToken\": \"ya29.a0AfH6SM...\"\n}"

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

{
  "spreadsheetId": "1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms",
  "spreadsheetUrl": "https://docs.google.com/spreadsheets/d/1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms"
}

Configuration Management

Export Configuration

Exports the company’s FMV1 configuration to an existing Google Spreadsheet. The spreadsheet is overwritten with the current configuration including field definitions, option sets, custom objects, card definitions, card sections, and field locations.

The caller must provide their own Google OAuth2 access token with edit permission on the target spreadsheet.

Required permission: company.configuration:export

This endpoint requires an API key created with the FMV1_CONFIGURATION_MANAGER role. See Authentication for how to create API keys with specific roles.

POST

api

external

companies

{companyId}

configuration

export

Export Configuration

curl --request POST \
  --url https://app.aiinsurance.io/api/v1/external/companies/{companyId}/configuration/export \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "spreadsheetId": "1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms",
  "googleOAuthToken": "ya29.a0AfH6SM..."
}
'

import requests

url = "https://app.aiinsurance.io/api/v1/external/companies/{companyId}/configuration/export"

payload = {
    "spreadsheetId": "1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms",
    "googleOAuthToken": "ya29.a0AfH6SM..."
}
headers = {
    "Authorization": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    spreadsheetId: '1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms',
    googleOAuthToken: 'ya29.a0AfH6SM...'
  })
};

fetch('https://app.aiinsurance.io/api/v1/external/companies/{companyId}/configuration/export', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.aiinsurance.io/api/v1/external/companies/{companyId}/configuration/export",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'spreadsheetId' => '1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms',
    'googleOAuthToken' => 'ya29.a0AfH6SM...'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: <api-key>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://app.aiinsurance.io/api/v1/external/companies/{companyId}/configuration/export"

	payload := strings.NewReader("{\n  \"spreadsheetId\": \"1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms\",\n  \"googleOAuthToken\": \"ya29.a0AfH6SM...\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://app.aiinsurance.io/api/v1/external/companies/{companyId}/configuration/export")
  .header("Authorization", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"spreadsheetId\": \"1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms\",\n  \"googleOAuthToken\": \"ya29.a0AfH6SM...\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://app.aiinsurance.io/api/v1/external/companies/{companyId}/configuration/export")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"spreadsheetId\": \"1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms\",\n  \"googleOAuthToken\": \"ya29.a0AfH6SM...\"\n}"

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

{
  "spreadsheetId": "1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms",
  "spreadsheetUrl": "https://docs.google.com/spreadsheets/d/1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms"
}

Authorizations

Authorization

string

header

required

API key authentication. Include your API key in the Authorization header.

Path Parameters

companyId

string<uuid>

required

Company identifier

Body

application/json

Request body for FMV1 configuration spreadsheet operations

spreadsheetId

string

required

The ID of the target Google Spreadsheet

googleOAuthToken

string

required

A valid Google OAuth2 access token with Google Sheets access permission

Response

Configuration exported successfully

Result of exporting FMV1 configuration to a Google Spreadsheet

spreadsheetId

string

required

The ID of the spreadsheet that was written to

spreadsheetUrl

string

required

Direct URL to the spreadsheet

Getting Started

Exposures

Events

Event Financials

Policies

Submissions

Quotes

Rating

Custom Objects

Configuration Management

Basic Policies

Company Files

Document Generation

Submission Parsing

Address Tools

Reference

Export Configuration

Authorizations

Path Parameters

Body

Response