Preview a bulk import of managed accounts

Preview, with no effect, a bulk import of managed accounts and own tax IDs: send the same multipart/form-data body you would apply. - Returns each row's status, errors, plan and amounts, plus totals; nothing is written or charged. - Needs no Idempotency-Key; limits are 5 MB per file and 100 account rows. - Requires the privileged accounts:write scope.

Authorization

AuthorizationBearer <token>

Your API key as a bearer token: fact_live_… in production, fact_test_… in sandbox. See the authentication guide.

In: header

Headers

Factuarea-Version?string

Pin the API version (YYYY-MM-DD, Stripe-style date versioning) for this request; omit to use the key's pinned version, or the latest if none. Unsupported version → 400 unsupported_api_version; malformed → 400 parameter_invalid_format. The effective version is echoed in the Factuarea-Version response header. See the Versioning guide.

Formatdate

Request Body

multipart/form-data

TypeScript Definitions

Use the request body type in TypeScript.

accounts_file*file

Accounts file (required), up to 100 rows, with the columns of the template. mode is required on every row: managed_account provisions a separate account for a client (with external_ref and its plan) and own_nif registers the tax ID as an additional tax ID of your account (without plan). One tax ID per row.

Formatbinary

customers_file?|

Customers file (optional), up to 1,000 rows. Each customer goes to the tax ID of the row named by its account_ref; the customers without account_ref only go to your own company with apply_customers_to_own_company.

Formatbinary

options?

Options of the import, sent as form fields (options[send_email]=true) or as one JSON field. Only the three below are accepted, all false by default; any other key is rejected with 422.

Response Body

`application/json`

Request example

const apiKey = process.env.FACTUAREA_API_KEY;if (!apiKey) throw new Error("Set FACTUAREA_API_KEY");const form = new FormData();form.append("accounts_file", new Blob([await (await import("node:fs/promises")).readFile("./documento.pdf")]), "documento.pdf");const response = await fetch("https://api.factuarea.com/v1/accounts/imports/preview", {  method: "POST",  headers: { Authorization: `Bearer ${apiKey}`, ...{"Accept":"application/json"} },  body: form,});if (!response.ok) throw new Error(await response.text());if (response.status !== 204) console.log(await response.json());

Response example

{
  "data": {
    "object": "managed_account_import_preview",
    "rows": [
      {
        "line": 2,
        "mode": "managed_account",
        "external_ref": "cliente-0042",
        "tax_id": "B12345674",
        "status": "VALID",
        "code": null,
        "errors": {},
        "error_codes": {},
        "plan": "empresario",
        "monthly_amount_cents": 3500,
        "proration_amount_cents": 1750,
        "account_id": null,
        "customers_status": "none",
        "customers_queued": 0,
        "customers_code": null,
        "name": "Talleres García SL",
        "company_id": null
      },
      {
        "line": 3,
        "mode": "own_nif",
        "external_ref": null,
        "tax_id": "B87654323",
        "status": "VALID",
        "code": null,
        "errors": {},
        "error_codes": {},
        "plan": null,
        "monthly_amount_cents": 1500,
        "proration_amount_cents": 750,
        "account_id": null,
        "customers_status": "none",
        "customers_queued": 0,
        "customers_code": null,
        "name": "Distribuciones Ibéricas, S.L.",
        "company_id": null
      },
      {
        "line": 4,
        "mode": "managed_account",
        "external_ref": "cliente-0043",
        "tax_id": "A58818501",
        "status": "BLOCKED",
        "code": "managed_accounts_limit_reached",
        "errors": {},
        "error_codes": {},
        "plan": "emprendedor",
        "monthly_amount_cents": 0,
        "proration_amount_cents": 0,
        "account_id": null,
        "customers_status": "none",
        "customers_queued": 0,
        "customers_code": null,
        "name": "Reformas Levante, S.A.",
        "company_id": null
      },
      {
        "line": 5,
        "mode": "managed_account",
        "external_ref": "cliente-0044",
        "tax_id": "B87654323",
        "status": "ERROR",
        "code": null,
        "errors": {
          "plan": "La columna plan es obligatoria en una fila managed_account: elige «emprendedor», «empresario» o «integral»."
        },
        "error_codes": {
          "plan": "required"
        },
        "plan": null,
        "monthly_amount_cents": 0,
        "proration_amount_cents": 0,
        "account_id": null,
        "customers_status": "none",
        "customers_queued": 0,
        "customers_code": null,
        "name": null,
        "company_id": null
      }
    ],
    "totals": {
      "total_rows": 4,
      "valid": 2,
      "warning": 0,
      "already_exists": 0,
      "blocked": 1,
      "error": 1
    },
    "cost": {
      "currency": "EUR",
      "managed_account": {
        "monthly_amount_cents": 3500,
        "proration_amount_cents": 1750,
        "tax_amount_cents": 368,
        "total_amount_cents": 2118,
        "tax_rate": 21,
        "next_invoice_date": "2026-11-01T00:00:00+00:00",
        "recurring_quantity": 3,
        "recurring_base_cents": 10500,
        "recurring_total_cents": 12705,
        "monthly_tax_amount_cents": 735,
        "monthly_total_cents": 4235
      },
      "own_nif": {
        "monthly_amount_cents": 1500,
        "proration_amount_cents": 750,
        "tax_amount_cents": 158,
        "total_amount_cents": 908,
        "tax_rate": 21,
        "next_invoice_date": "2026-11-01T00:00:00+00:00",
        "recurring_quantity": 1,
        "recurring_base_cents": 1500,
        "recurring_total_cents": 1815,
        "monthly_tax_amount_cents": 315,
        "monthly_total_cents": 1815
      },
      "total": {
        "monthly_amount_cents": 5000,
        "proration_amount_cents": 2500,
        "tax_amount_cents": 526,
        "total_amount_cents": 3026,
        "tax_rate": 21,
        "next_invoice_date": "2026-11-01T00:00:00+00:00",
        "recurring_quantity": 4,
        "recurring_base_cents": 12000,
        "recurring_total_cents": 14520,
        "monthly_tax_amount_cents": 1050,
        "monthly_total_cents": 6050
      }
    },
    "own_company_customers": null
  }
}

Retired X-Active-Profile header sent

{
  "error": {
    "type": "invalid_request_error",
    "code": "parameter_unknown",
    "subcode": "retired_active_profile_header",
    "message": "La cabecera 'X-Active-Profile' fue retirada de la API v1: la empresa efectiva se indica en el segmento de empresa de la ruta.",
    "param": "X-Active-Profile",
    "doc_url": "https://docs.factuarea.com/guides/errors#parameter_unknown",
    "request_id": "req_01J8Y3M2Q40000000000000001"
  }
}

Malformed Factuarea-Version header

{
  "error": {
    "type": "invalid_request_error",
    "code": "parameter_invalid_format",
    "message": "El header 'Factuarea-Version' debe tener formato YYYY-MM-DD.",
    "param": "Factuarea-Version",
    "doc_url": "https://docs.factuarea.com/guides/errors#parameter_invalid_format",
    "request_id": "req_01J8Y3M2Q40000000000000002"
  }
}

Unsupported Factuarea-Version

{
  "error": {
    "type": "invalid_request_error",
    "code": "unsupported_api_version",
    "message": "La versión de API '2020-01-01' no está soportada.",
    "param": "Factuarea-Version",
    "doc_url": "https://docs.factuarea.com/guides/errors#unsupported_api_version",
    "request_id": "req_01J8Y3M2Q40000000000000003"
  }
}

Missing API key

{
  "error": {
    "type": "authentication_error",
    "code": "missing_api_key",
    "message": "No se ha proporcionado una API key válida en el header Authorization.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#missing_api_key",
    "request_id": "req_01HKQS5N8VR7QXJ9K3T6BWPMZA"
  }
}

Invalid API key format

{
  "error": {
    "type": "authentication_error",
    "code": "invalid_api_key",
    "message": "La API key no tiene el formato esperado (debe empezar por fact_live_ o fact_test_).",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#invalid_api_key",
    "request_id": "req_01HKQS5N9JTQM7HVTQP3FBN5XB"
  }
}

Revoked API key

{
  "error": {
    "type": "authentication_error",
    "code": "api_key_revoked",
    "message": "Esta API key ha sido revocada y ya no es válida.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#api_key_revoked",
    "request_id": "req_01HKQS5NA8K7E2V9YDZWMT6RJC"
  }
}

Expired API key

{
  "error": {
    "type": "authentication_error",
    "code": "api_key_expired",
    "message": "Esta API key ha caducado.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#api_key_expired",
    "request_id": "req_01HKQS5NAPIKEYEXPIRED00008"
  }
}

Request IP outside the API key allowlist

{
  "error": {
    "type": "authentication_error",
    "code": "ip_not_allowed",
    "message": "La IP 203.0.113.10 no está autorizada para esta API key.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#ip_not_allowed",
    "request_id": "req_01HKQS5NIPNOTALLOWED000009"
  }
}

API key lacks required scope

{
  "error": {
    "type": "authorization_error",
    "code": "insufficient_scope",
    "message": "Esta API key no tiene el scope requerido para esta operación.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#insufficient_scope",
    "request_id": "req_01HKQS5NBC3P8M1KX4V7SLNHQD"
  }
}

Plan upgrade required

{
  "error": {
    "type": "authorization_error",
    "code": "feature_not_available_in_plan",
    "message": "Esta funcionalidad requiere el plan empresario o superior. Actualiza tu suscripción para acceder.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#feature_not_available_in_plan",
    "request_id": "req_01HKQS5NCK4V9N2L7Y8X3WPMRE"
  }
}

Plan without public API access

{
  "error": {
    "type": "authorization_error",
    "code": "addon_not_active",
    "message": "Tu plan actual no incluye acceso a la API pública. Contrata o renueva un plan de Factuarea para usar la API.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#addon_not_active",
    "request_id": "req_01HKQS5NDP5W0Q3M8Z9A4BVSNF"
  }
}

Module not available with a test key

{
  "error": {
    "type": "authorization_error",
    "code": "module_not_available_in_sandbox",
    "message": "El módulo \"verifactu\" no está disponible en modo de pruebas. Usa una clave fact_live_ para operar sobre este recurso.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#module_not_available_in_sandbox",
    "request_id": "req_01HKQS5NMODULESANDBOX00010"
  }
}

Account provider privilege not granted

{
  "error": {
    "type": "authorization_error",
    "code": "privileged_scope_required",
    "message": "Esta operación exige el privilegio de proveedor de cuentas (accounts:*) y la persona que emitió la clave debe ser propietaria o administradora de la cuenta",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#privileged_scope_required",
    "request_id": "req_01HKQS5NPRIVILEGEDSCOPE001"
  }
}

Operation of the owning account on a tax ID reached through a relation

{
  "error": {
    "type": "authorization_error",
    "code": "forbidden_action",
    "message": "Esta operación solo la puede hacer la cuenta dueña del NIF: con un acceso por relación entre cuentas no está disponible.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#forbidden_action",
    "request_id": "req_01HKQS5NRELATIONNIFOWNER01"
  }
}

Section withdrawn from the person who issued the key

{
  "error": {
    "type": "authorization_error",
    "code": "emitter_capability_restricted",
    "message": "El acceso a la sección «invoices» está restringido para la persona emisora de esta credencial en esta empresa. Pide al administrador de la empresa que lo habilite.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#emitter_capability_restricted",
    "request_id": "req_01J8Y3M2Q40000000000000012"
  }
}

Test key on a write that changes a live account

{
  "error": {
    "type": "authorization_error",
    "code": "live_credential_required",
    "message": "Esta operación modifica la cuenta y exige una clave de producción (fact_live_)",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#live_credential_required",
    "request_id": "req_01J8Y3M2Q40000000000000010"
  }
}

Write with read-only access to the company

{
  "error": {
    "type": "authorization_error",
    "code": "company_read_only",
    "message": "Tu acceso a esta empresa es de solo lectura.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#company_read_only",
    "request_id": "req_01J8Y3M2Q40000000000000011"
  }
}

{
  "error": {
    "type": "invalid_request_error",
    "code": "import_file_too_large",
    "message": "El fichero supera los 5 MB. Reduce el fichero de cuentas o divídelo en varias importaciones.",
    "param": "accounts_file",
    "doc_url": "https://docs.factuarea.com/guides/errors#import_file_too_large",
    "request_id": "req_0d7a1f0c22e4b8a91c3f5e0002"
  }
}

Parameter failed validation

{
  "error": {
    "type": "invalid_request_error",
    "code": "parameter_invalid",
    "message": "El campo `name` es obligatorio y no puede estar vacío.",
    "param": "name",
    "doc_url": "https://docs.factuarea.com/guides/errors#parameter_invalid",
    "request_id": "req_01HKQS5NGS8Z3T6Q1D2E7FYVSI"
  }
}

Invalid Idempotency-Key format

{
  "error": {
    "type": "invalid_request_error",
    "code": "invalid_param_format",
    "message": "La Idempotency-Key debe tener entre 1 y 255 caracteres ASCII printable.",
    "param": "Idempotency-Key",
    "doc_url": "https://docs.factuarea.com/guides/errors#invalid_param_format",
    "request_id": "req_01HKQS5NIDEMPKEYFORMAT0007"
  }
}

Enterprise is not a self-serve plan

{
  "error": {
    "type": "invalid_request_error",
    "code": "managed_account_plan_not_self_serve",
    "message": "Una cuenta gestionada se crea en «emprendedor», «empresario» o «integral»; enterprise solo lo asigna Factuarea por contrato.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#managed_account_plan_not_self_serve",
    "request_id": "req_01HKQS5NMGDACCTPLANENTR01"
  }
}

Paid plan while the provider is in trial

{
  "error": {
    "type": "invalid_request_error",
    "code": "managed_account_provider_in_trial",
    "message": "Durante tu periodo de prueba solo puedes crear cuentas gestionadas de pruebas.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#managed_account_provider_in_trial",
    "request_id": "req_01HKQS5NMGDACCTPROVTRIAL1"
  }
}

The tax ID already belongs to another account

{
  "error": {
    "type": "invalid_request_error",
    "code": "business_rule_violation",
    "subcode": "nif_already_claimed_by_another_account",
    "message": "Este NIF ya pertenece a otra cuenta. Para traerlo a la tuya, pide a la cuenta que lo tiene un traspaso de NIF y acéptalo; un NIF no puede estar en dos cuentas a la vez.",
    "param": "tax_id",
    "doc_url": "https://docs.factuarea.com/guides/errors#business_rule_violation",
    "request_id": "req_01HKQS5NMGDACCTNIFCLAIMED1"
  }
}

Managed account limit reached

{
  "error": {
    "type": "invalid_request_error",
    "code": "managed_accounts_limit_reached",
    "message": "Has alcanzado el máximo de cuentas gestionadas de tu cuenta. Contacta con Factuarea para ampliarlo.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#managed_accounts_limit_reached",
    "request_id": "req_01HKQS5NMGDACCTLIMITRCH1"
  }
}

A test account cannot be claimed

{
  "error": {
    "type": "invalid_request_error",
    "code": "managed_account_not_claimable",
    "message": "Esta cuenta no se puede reclamar: es una cuenta de pruebas.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#managed_account_not_claimable",
    "request_id": "req_01HKQS5NMGDACCTNOTCLAIM1"
  }
}

Raising the level after the claim

{
  "error": {
    "type": "invalid_request_error",
    "code": "access_level_raise_forbidden",
    "message": "El cliente ya ha reclamado su cuenta: solo él puede subir tu nivel de acceso.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#access_level_raise_forbidden",
    "request_id": "req_01HKQS5NMGDACCTLEVELRAI1"
  }
}

Enterprise contract without a destination plan

{
  "error": {
    "type": "invalid_request_error",
    "code": "enterprise_contract_transition_required",
    "message": "Tu cuenta tiene un contrato enterprise: Factuarea tiene que fijar antes el plan con el que continúas.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#enterprise_contract_transition_required",
    "request_id": "req_01HKQS5NMGDACCTENTTRANS1"
  }
}

Too many rows in an import file

{
  "error": {
    "type": "invalid_request_error",
    "code": "import_row_limit_exceeded",
    "message": "El fichero de cuentas supera el máximo de 100 filas por importación: divídelo en varias.",
    "param": "accounts_file",
    "doc_url": "https://docs.factuarea.com/guides/errors#import_row_limit_exceeded",
    "request_id": "req_01HKQS5NMGDACCTIMPROWLIM1"
  }
}

Unreadable import file or missing column

{
  "error": {
    "type": "invalid_request_error",
    "code": "import_file_invalid",
    "message": "Falta la columna obligatoria «mode» en el fichero de cuentas: descarga la plantilla y conserva sus columnas.",
    "param": "accounts_file",
    "doc_url": "https://docs.factuarea.com/guides/errors#import_file_invalid",
    "request_id": "req_01HKQS5NMGDACCTIMPFILEIN1"
  }
}

Idempotency key reused with a different payload

{
  "error": {
    "type": "idempotency_error",
    "code": "idempotency_key_reused",
    "message": "La Idempotency-Key 'order-2026-0001' ya se usó con un payload distinto.",
    "param": "Idempotency-Key",
    "doc_url": "https://docs.factuarea.com/guides/errors#idempotency_key_reused",
    "request_id": "req_01J8Y3M2Q40000000000000007"
  }
}

Rate limit exceeded

{
  "error": {
    "type": "rate_limit_error",
    "code": "rate_limit_exceeded",
    "message": "Has excedido el rate limit de 60 peticiones por minuto. Reintenta tras 30 segundos.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#rate_limit_exceeded",
    "request_id": "req_01HKQS5NKW1C6W9T4G5H0JBZVL"
  }
}

Too many authentication failures (temporary lockout)

{
  "error": {
    "type": "authentication_error",
    "code": "too_many_auth_failures",
    "message": "Has alcanzado el número máximo de intentos de autenticación fallidos. La API key queda bloqueada temporalmente. Reintenta tras el tiempo indicado en `Retry-After`.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#too_many_auth_failures",
    "request_id": "req_01HKQS5NKW1C6W9T4G5H0JBZVM"
  }
}

Too many concurrent uploads in flight

{
  "error": {
    "type": "rate_limit_error",
    "code": "upload_in_flight_budget_exceeded",
    "message": "Tu empresa tiene demasiadas subidas en curso a la vez: este archivo ocupa 10 MB y el margen simultáneo es de 120 MB. Espera a que terminen las subidas en marcha y vuelve a intentarlo dentro de 45 segundos.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#upload_in_flight_budget_exceeded",
    "request_id": "req_01HKQS5NUPLOADINFLIGHT005"
  }
}

Company-wide rate limit exceeded (all keys combined)

{
  "error": {
    "type": "rate_limit_error",
    "code": "company_rate_limit_exceeded",
    "message": "Tu empresa ha superado su límite conjunto de 900 peticiones por minuto, contando a la vez todas sus credenciales. Es un techo de la empresa, así que repartir el tráfico no lo eleva. Reintenta en 12 segundos, o solicita una ampliación de plan si necesitas más capacidad.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#company_rate_limit_exceeded",
    "request_id": "req_01HKQS5NCOMPANYRATELIMIT06"
  }
}

Company-wide monthly quota exhausted (all keys combined)

{
  "error": {
    "type": "rate_limit_error",
    "code": "company_monthly_quota_exceeded",
    "message": "Tu empresa ha agotado su cuota conjunta de 150000 peticiones de este mes, contando a la vez todas sus credenciales. Es un techo de la empresa, así que repartir el tráfico no lo eleva. El contador se reinicia el día 1 del mes siguiente; solicita una ampliación de plan si necesitas más volumen antes.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#company_monthly_quota_exceeded",
    "request_id": "req_01HKQS5NCOMPANYMONTHLY0007"
  }
}

Monthly quota of the API key exhausted

{
  "error": {
    "type": "rate_limit_error",
    "code": "monthly_quota_exceeded",
    "message": "Has agotado tu cuota mensual de 100000 requests. Mejora tu plan para obtener una cuota superior.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#monthly_quota_exceeded",
    "request_id": "req_01HKQS5NMONTHLYQUOTA000011"
  }
}

Portfolio rate limit exceeded (all tax IDs of the account combined)

{
  "error": {
    "type": "rate_limit_error",
    "code": "portfolio_rate_limit_exceeded",
    "message": "La cartera de tu cuenta ha superado su límite conjunto de 1800 peticiones por minuto, contando a la vez todos sus NIF. Es un techo de la cartera, así que repartir el tráfico entre NIF no lo eleva. Reintenta en 12 segundos, o solicita una ampliación de plan si necesitas más capacidad.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#portfolio_rate_limit_exceeded",
    "request_id": "req_01HKQS5NPORTFOLIORATE00012"
  }
}

Portfolio monthly quota exhausted (all tax IDs of the account combined)

{
  "error": {
    "type": "rate_limit_error",
    "code": "portfolio_monthly_quota_exceeded",
    "message": "La cartera de tu cuenta ha agotado su cuota conjunta de 300000 peticiones de este mes, contando a la vez todos sus NIF. Es un techo de la cartera, así que repartir el tráfico entre NIF no lo eleva. El contador se reinicia el día 1 del mes siguiente; solicita una ampliación de plan si necesitas más volumen antes.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#portfolio_monthly_quota_exceeded",
    "request_id": "req_01HKQS5NPORTFOLIOMONTH0013"
  }
}

{
  "error": {
    "type": "api_error",
    "code": "internal_error",
    "message": "Ha ocurrido un error inesperado. Si persiste, contacta con soporte adjuntando el request_id.",
    "param": null,
    "doc_url": "https://docs.factuarea.com/guides/errors#internal_error",
    "request_id": "req_01HKQS5NLX2D7X0U5H6J1KCAWM"
  }
}

Preview a bulk import of managed accounts

Authorization

Headers

Request Body

Response Body

200application/json

400application/json

401application/json

403application/json

413application/json

422application/json

429application/json

500application/json

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`