Upload File

Submit document uploads associated with a specific lead using the following structure.

Endpoint

Staging

POST https://missioncapital--full.sandbox.my.salesforce.com/services/apexrest/UploadFileApiV1

Production

POST https://missioncapital.my.salesforce.com/services/apexrest/UploadFileApiV1

Headers

Header	Value
Authorization	Bearer YOUR_ACCESS_TOKEN
Content-Type	application/json

Request Body Parameters

Field	Type	Description	Required
leadId	string	The ID of the lead to associate the file with.	Yes
file	object	Object containing file details.	Yes

File Object

Field	Type	Description	Required
name	string	The name of the file (without extension).	Yes
ext	string	The file extension (e.g., "txt", "pdf", "jpg").	Yes
file	string	Base64 encoded content of the file.	Yes
category	string	Category of the uploaded document. See 'Allowed Document Categories' below.	Yes

Allowed Document Categories

The category field must be one of the following values:

• Bank Statements - Jan
• Bank Statements - Feb
• Bank Statements - Mar
• Bank Statements - Apr
• Bank Statements - May
• Bank Statements - Jun
• Bank Statements - Jul
• Bank Statements - Aug
• Bank Statements - Sept
• Bank Statements - Oct
• Bank Statements - Nov
• Bank Statements - Dec
• Signed Application
• Driver's License
• Voided Check
• Proof of Citizenship
• Bank Statements
• Month to Date Bank Statement(s)
• Business Tax Return
• Tax Return Extenstion
• Year to Date Profit & Loss and Balance Sheet
• Cuurent Aging AR and AP Report
• WIP Report
• Proof of Ownership
• Operating Agreement
• Purchase Agreement
• EIN Letter
• Utility Bill
• Proof of Good Standing with the SOS
• Tax Lien Payment Plan
• Documentation on UCC Filing(s)
• Zero Balance letter
• Payoff Letter
• Merchant Interview
• Signed Contracts
• Bank Verification -Plaid
• Funding Call
• Other
• PSF
• Bank Letter

Sample Request

{
  "leadId": "00QEa00000PCRxLMAX",
  "file": {
    "name": "example1",
    "ext": "txt",
    "file": "ew0KImZvcm0iOiB7DQoiZmlyc3ROYW1lIjogIktyenlzenRvZiIsDQoibGFzdE5hbWUiOiAiQ3Vnb3dza2kiLA0KImVtYWlsIjogImpvaG4uZG9lQGV4YW1wbGUuY9lSU0...", // Shortened for brevity
    "category": "Bank Statements - Feb"
  }
}

Sample Response

This is an example of a successful response:

{
  "IsSuccessful": true,
  "ResponseMessage": "File has been successfully uploaded",
  "DocumentId": "069Qm0000004tTqIAI",
  "ReferenceID": "00QEa00000PCRxLMAX"
}

Response Fields

Field	Type	Description
IsSuccessful	boolean	Indicates whether the request was successful.
ResponseMessage	string	A human-readable message providing details about the outcome.
DocumentId	string	The unique identifier for the uploaded document if successful.
ReferenceID	string	The leadId that was passed in the request, returned for your reference.

Error Responses

If an error occurs, the IsSuccessful field in the response will be false, and the ResponseMessage will contain a description of the error.

Example Error:

{
  "IsSuccessful": false,
  "ResponseMessage": "Error: Missing required field: leadId"
}

Common error scenarios include:

• Invalid or expired Authorization token.
• Missing required fields in the request body (e.g., leadId, file object, or any of its properties like name, ext, file, category).
• Invalid values for fields (e.g., leadId does not correspond to an existing lead, category is not one of the allowed values).
• The file content is not correctly Base64 encoded. '''