Classifications

Assign custom classifications to clients via CSV.

Assign multiple custom classifications (portfolio segmentation and commercial segmentation) to clients.

Dependency: Requires loading Customers first.

Endpoint

POST /full-csv-integration/upload-classifications

Form Field: classificationsFile

Behavior

Replaces per type: When uploading classifications for a client, that client’s previous classifications of the types present in the file are removed and replaced with the new ones. Types absent from the file are left untouched — a file holding only PORTFOLIO_SEGMENTATION rows will not disturb the client’s COMMERCIAL_SEGMENTATION labels. Send all of a client’s classifications for a given type together.
Auto-creates: If a classification name doesn’t exist in the system, it is created automatically.
Multiple per type: A client can have multiple classifications of the same type (multiple rows with the same erp_customer_id and classification_type).

Required Fields

Field	Type	Description	Validations
`erp_customer_id`	String	Customer ID in ERP	Must exist in Customers
`classification_type`	String	Classification type	`PORTFOLIO_SEGMENTATION` or `COMMERCIAL_SEGMENTATION`
`classification_name`	String	Classification name	Cannot be empty

Classification Types

Value	UI Name
`PORTFOLIO_SEGMENTATION`	Portfolio Segmentation
`COMMERCIAL_SEGMENTATION`	Commercial Segmentation

CSV Example

erp_customer_id,classification_type,classification_name
CUST001,PORTFOLIO_SEGMENTATION,Retail
CUST001,PORTFOLIO_SEGMENTATION,VIP
CUST001,COMMERCIAL_SEGMENTATION,Colombia
CUST002,COMMERCIAL_SEGMENTATION,Enterprise
CUST002,PORTFOLIO_SEGMENTATION,Wholesale

In this example:

CUST001 will have two portfolio segmentations (“Retail” and “VIP”) and one commercial segmentation (“Colombia”).
CUST002 will have one portfolio segmentation (“Wholesale”) and one commercial segmentation (“Enterprise”).