Deploy a firm template to selected client businesses

POST/api/v1/advisory-firms/{firm_id}/templates/{template_id}/deploy

Bulk-applies the template to each business in business_ids. COA templates use LedgerService.apply_coa; bank-rule templates create new BankRule rows (duplicates by name are treated as skips so re-deploying is idempotent); review-checklist templates are recorded informationally.

Operation ID: deploy_firm_template_api_v1_advisory_firms__firm_id__templates__template_id__deploy_post·View as markdown·OpenAPI slice

Authentication

Bearer token authentication. Pass your DayZero API token in the Authorization header and the target business UUID in x-business-id.

Parameters

Path

firm_idstringrequired
template_idstringrequired

Request body

Schema: FirmTemplateDeployRequest

business_idsarray · stringrequired: Business IDs to deploy the template to.

Responses

201Successful Response

Schema: SuccessEnvelope_FirmTemplateDeployResponse_

successboolean
messagestring
codestring
dataFirmTemplateDeployResponse

401Unauthorized - Authentication required

403Forbidden - Insufficient permissions

404Not Found - Resource does not exist

422Validation Error - Invalid data format

Code samples

POST/api/v1/advisory-firms/{firm_id}/templates/{template_id}/deploy

bash

curl -X POST 'https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/templates/{template_id}/deploy' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID' \
  -H 'Content-Type: application/json' \
  -d '{
  "business_ids": []
}'