Export bulk transaction, sundries, DATEV, or client-course data from Phorest asynchronously via the CSV Export Job endpoint

domain: developer.phorest.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. POST to /third-party-api-server/api/business/{businessId}/branch/{branchId}/csvexportjob with a jobType of TRANSACTIONS_CSV, SUNDRIES_CSV, DATEV_CSV, or CLIENT_COURSES_CSV plus a startFilter/finishFilter date range.
  2. Read the jobId returned in the response (the job starts in SCHEDULED status).
  3. Poll GET /third-party-api-server/api/business/{businessId}/branch/{branchId}/csvexportjob/{jobId} until jobStatus reports DONE, or inspect failureReason if it fails.
  4. On success, download the CSV from the tempCsvExternalUrl (a signed, time-limited S3 URL) included in the completed job response.
  5. Optionally cross-check the export in the Phorest UI under Manager > Business > CSV Exports.

Known gotchas

Related routes

Export candidates in bulk via Greenhouse Harvest API
greenhouse.io · 6 steps · unrated
Run a Salesforce Bulk API 2.0 query job to extract all records from a large object with relationship fields, then download the results CSV in parts
salesforce.com · 5 steps · unrated
run a FHIR bulk data export using $export and retrieve ndjson output asynchronously
fhir · 6 steps · unrated

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