# Upload Document

This tutorial should help you upload the first Document. Before moving forward, make sure your [**Authentication** ](https://developers.pipelinersales.com/api-docs/overview/authentication)works and you understand the [**Key Concepts**](https://developers.pipelinersales.com/api-docs/core-api-concepts/understanding-the-crm-concept) of the Coevera API, and make sure you know how to use [**API parameters**](https://developers.pipelinersales.com/api-docs/core-api-concepts/api-parameters)

**The Documents** represent the physical file (.docx, .pdf, etc.) that can be linked to records in Coevera

![Documents can be found on almost all Main Coevera Entities](https://3470708952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFpjbhrh1xo0SPAbAc7Ny%2Fuploads%2F5cbPWA6OhIoFjVsqtT4Z%2FOpportunities%20_%20Pipeliner%20CRM%20-%20Google%20Chrome%202022.png?alt=media\&token=8872e63f-3411-45b8-954c-7b99d4ebc614)

## Tutorial Assignment <a href="#tutorial-assignment" id="tutorial-assignment"></a>

Upload Document to the Account.

### 0. Required fields <a href="#id-0.-required-fields" id="id-0.-required-fields"></a>

<table><thead><tr><th width="251.76811427063683">Required API field Name</th><th>Description</th></tr></thead><tbody><tr><td>filename</td><td>Name of the Document</td></tr><tr><td>content</td><td>The image in base64 encoded string value.</td></tr><tr><td>type</td><td><p>Required. Integer enum values are:</p><p><strong>1</strong> – S3File (recommended - Coevera Storage)  </p><p><strong>2</strong> – S3Image (Coevera Storage), </p><p><strong>3</strong> – GoogleDriveFile, </p><p><strong>4</strong> – OneDriveFile, </p><p><strong>5</strong> – BoxFile, </p><p><strong>6</strong> – DropboxFile, </p><p><strong>7</strong> – SharepointFile, </p><p><strong>8</strong> – ExternalURL.</p></td></tr></tbody></table>

### 1.  Prepare Data

#### Account\_id

As we are going to upload document to a specific account, we need to retrieve its ID

```
{{baseUrl}}/entities/Accounts?include-deleted=false&filter[email1]=info@ziemann-and-sons.de
```

```json
{
            "is_delete_protected": false,
            "id": "0bc376a4-c579-413a-9221-e86e4a134766",
            "is_deleted": false,
            "modified": "2019-02-01 10:01:23.011709+00:00",
            "created": "2019-01-30 11:44:23.586083+00:00",
            "account_type": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/AccountTypes/a456236f-6f23-0908-abfd-384aa0f62f9e",
            "customer_type": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Data/04444b3a-c669-03bc-2c49-bcd7f047d41a",
            "industry": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Data/acbda72f-2054-0b71-9d42-cb35aaa37600",
            "owner": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/Clients/00000000-0000-0000-0000-000000011a3d",
            "parent_account": null,
            "parent_account_relation_type": null,
            "picture": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/CloudObjects/5ddfe953-a569-48e1-86bb-271e6506e7d0",
            "unit": "https://us-east.pipelinersales.com/api/v100/rest/spaces/nv3_PipelinerDev/entities/SalesUnits/ea33e8fb-9a56-4802-a175-2d1f406af7cf",
            "account_class": 5,
            "account_type_id": "a456236f-6f23-0908-abfd-384aa0f62f9e",
            "address": "7 Lillian Plaza",
            "city": "Coronda",
            "comments": "",
            "country": "Argentina",
            "customer_type_id": "04444b3a-c669-03bc-2c49-bcd7f047d41a",
            "email1": "info@ziemann-and-sons.de",
            "email2": "",
            "email3": "",
            "email4": "",
            "email5": "",
            "health_category": null,
            "health_status": null,
            "home_page": "www.ziemannandsons.com",
            "industry_id": "acbda72f-2054-0b71-9d42-cb35aaa37600",
            "name": "Ziemann and Sons",
            "owner_id": "00000000-0000-0000-0000-000000011a3d",
            "parent_account_id": null,
            "parent_account_relation_type_id": null,
            "phone1": "+1 (888) 500-8000",
            "..."
        }
```

### 2.  Upload Document

Uploading document consists of two steps, but we can actually accomplish this in one request:&#x20;

1. Upload document to the Storage
2. Link Document to Account

#### Upload document & linking in one step

In this step, we will upload a document and immediately link that to the Account

{% openapi src="<https://3470708952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFpjbhrh1xo0SPAbAc7Ny%2Fuploads%2FOlNVdYj1h5GSxQmLHAjz%2Fopenapi%20(1).json?alt=media&token=4be07353-5170-4a95-9100-4f16545d47b0>" path="/entities/CloudObjectRelations" method="post" %}
[openapi (1).json](https://3470708952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFpjbhrh1xo0SPAbAc7Ny%2Fuploads%2FOlNVdYj1h5GSxQmLHAjz%2Fopenapi%20\(1\).json?alt=media\&token=4be07353-5170-4a95-9100-4f16545d47b0)
{% endopenapi %}

```json
{
    "cloud_object": {
        "filename": "New PDF File.pdf",
        "type": 1,
        "content": "Content in basa64"
    },
    "account_id": "0bc376a4-c579-413a-9221-e86e4a134766"
}
```

{% hint style="info" %}
It is recommended to include the **File Type** in the file name of the document (like \*.pdf, \*.jpg). Then Pipeliner can automatically recognize the format that helps sales people with the opening of documents
{% endhint %}

![](https://3470708952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFpjbhrh1xo0SPAbAc7Ny%2Fuploads%2FzhELyNoYF2DODJnpTFGT%2FZiemann%20and%20Sons%20_%20Pipeliner%20CRM%20-%20Google%20Chrome%202.png?alt=media\&token=0ffc9462-65f2-4774-a08f-c9b3a927e8c1)

#### Uploading files from external storage

If you wish to upload files that are stored in external storage like (Sharepoint, Google drive) you can do that by changing the `type` attribute. In our case, we are going to Upload a document to Pipeliner that is stored on Google Drive storage.

The list of all `types`

**1** – S3File (recommended - Pipeliner Storage) &#x20;

**2** – S3Image (Pipeliner Storage),&#x20;

**3** – GoogleDriveFile,&#x20;

**4** – OneDriveFile,&#x20;

**5** – BoxFile,&#x20;

**6** – DropboxFile,&#x20;

**7** – SharepointFile,&#x20;

**8** – ExternalURL.

For Uploading external files, you need to specify the `url` instead of `content` attribute

```json
{
    "cloud_object": {
        "filename": "File from google drive",
        "type": 3,
        "url": "https://docs.google.com/spreadsheets/d/1qDQJPID0UHkGywAoopWLYMWHGVDwCo0M2nov-XmzU-Q/edit?usp=sharing"
    },
    "account_id": "0bc376a4-c579-413a-9221-e86e4a134766"
}
```

![](https://3470708952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFpjbhrh1xo0SPAbAc7Ny%2Fuploads%2FPY3kjwmZkUEyvIeucH4T%2FZiemann%20and%20Sons%20_%20Pipeliner%20CRM%20-%20Google%20Chrome%202.png?alt=media\&token=9ab7eacf-b991-4a1d-8c21-610774a6524f)


---

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