Overview

An export preset is a named, ordered list of export column keys that one user saved for one entity type (for example event, insured, policy or quote). GET /api/external/companies/{companyId}/export-presets returns every preset in the company, including presets saved by other users. Results are not paginated and are ordered by entityType, then name. Preset names are not unique, so two presets with the same name can both appear.

Filtering

Parameter	Description
`entityType`	Optional. Return only presets whose `entityType` matches exactly

Permissions

Endpoint	Method	Permission
`/api/external/companies/{companyId}/export-presets`	GET	`company.export_preset:read`

Example Response

{
  "items": [
    {
      "id": "7a6b5c4d-3e2f-4a1b-8c9d-0e1f2a3b4c5d",
      "entityType": "policy",
      "name": "Renewals",
      "fieldKeys": ["policyNumber", "policyEndDate", "premium"],
      "owner": {
        "id": "auth0|64f1a2b3c4d5e6f7a8b9c0d2",
        "name": "John Doe",
        "email": "john.doe@example.com"
      }
    }
  ],
  "totalCount": 1
}

owner is null when the preset has no owner. entityType and name can also be null, and fieldKeys is empty, for presets that were saved without those values.

Getting Started

Submissions

Quotes

Assignees

Notes

Events

Brokerages

Brokers

Payees

Transaction Categories

Export Presets

Event Financials

Policies

Exposures

Attorneys

Lawsuits

Defendants

Configuration Fields

Configuration Rating Fields

Configuration Rating Outputs

Configuration Rating Presets

Configuration Rating Form Logic

Configuration Presets

Exposure Types

Coverage Types

Smart Tags

Address

Reference

Overview

Overview

Filtering

Permissions

Example Response

​Overview

​Filtering

​Permissions

​Example Response

Overview

Filtering

Permissions

Example Response