Create intake ppp loan import
Import SBA PPP/7(a) loan rows as a free payroll-derived revenue proxy: PPP loans were sized at 2.5x monthly payroll, and payrollToRevenueRatio (default 0.30) turns that into an estimated monthly volume. Matches existing customers on externalId “sba-ppp:<loanId>” or case-insensitive business name + street address; writes loan facts and the derived figures to customFields, records a sba_ppp revenue_estimate signal, and re-ranks.
POST
/workspaces/{organizationId}/intake/ppp-loans/importAuthorization
AuthorizationBearer token · headerrequiredWorkspace API key (Authorization: Bearer <key>). Issue keys under Settings → Developer or POST /workspaces/{organizationId}/tokens.
Path parameters
organizationIdstringrequiredRequest body
application/jsonloansobject[]requiredShow propertiesHide properties
Array of
objectloanIdstring | nullbusinessNamestringrequiredmin length 1
addressstring | nullcitystring | nullstatestring | nullzipstring | nullloanAmountDollarsnumber | nullloanAmountCentsnumber | nulljobsReportednumber | nullnaicsCodestring | nullapprovalDatestring | nullloanTypestringAllowed:
ppp7apayrollToRevenueRationumbermax 1
Responses
200
SBA loans imported
importedintegerrequiredcreatedintegerrequiredupdatedintegerrequiredcustomersobject[]requiredShow propertiesHide properties
Array of
objectidstringrequirednamestringrequiredloanAmountCentsnumber | nullrequiredestMonthlyPayrollCentsnumber | nullrequiredestMonthlyVolumeCentsnumber | nullrequiredjobsReportednumber | nullrequiredscorenumber | nullrequired400
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