Upload files and export CRM data

The CLI is not released yet; see Install the CLI.

Upload a file

cady local files upload ./plan.pdf

The file goes to your company’s Files and the result is printed as JSON. A file can be up to 10 MiB.

To publish a new version of an existing file and keep its id:

cady local files upload ./plan.pdf --file FILE_ID

Export CRM data

cady local crm export --dataset parties --format csv --out parties.csv

• --dataset is one of parties, lists, list_members, tracks or party_fields.
• --format is csv or json.
• --kind person|company and --archived narrow parties. --list-id is for list_members and --motion for tracks.

What can go wrong

• An upload that is refused prints the server’s reason. It is never retried automatically, and neither is an uncertain one.
• --file is refused if someone else changed the file while you were uploading. Run it again.
• --out does not replace an existing file unless you add --force.
• Both commands need a company: see Choose a company. An upload is a write, so an unconfirmed project company is refused.