Initiate tax preps import

After creating a connection job, attaching works (clients), and adding work artifacts (files), initiate the tax prep import to process all clients in the connection job. This mutation triggers Filed to parse and import all tax preparations associated with the connection job.

mutation InitiateTaxPrepsImport($connectionJobId: ID!) {
  initiateTaxPrepsImport(connectionJobId: $connectionJobId) {
    id
    connectionId
    workspaceId
    name
    status
    createdAt
    updatedAt
    metadata
  }
}

Arguments

ID!

required

The ID of the connection job returned from createConnectionJob. This identifies which connection job to initiate the import for.

Returns

ID!

Connection job identifier.

ID!

The provider connection ID this job belongs to.

ID!

The workspace ID this job belongs to.

String!

The name of the connection job.

String!

Current status of the connection job. The status will be updated as the import progresses (e.g., “pending”, “processing”, “completed”).

Date!

Timestamp when the connection job was created.

Date!

Timestamp when the connection job was last updated.

JSON

Optional metadata associated with the connection job. May include import progress, error information, or other relevant details.

Example

curl -X POST https://gateway.filed.com/graphql \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer <accessToken>" \
  -H "source-platform: my-sample-platform" \
  -d '{
    "query": "mutation InitiateTaxPrepsImport($connectionJobId: ID!) { initiateTaxPrepsImport(connectionJobId: $connectionJobId) { id connectionId workspaceId name status createdAt updatedAt metadata } }",
    "variables": {
      "connectionJobId": "job_123456"
    }
  }'

{
  "data": {
    "initiateTaxPrepsImport": {
      "id": "job_123456",
      "connectionId": "connection_789",
      "workspaceId": "workspace_123456",
      "name": "2024 Tax Season Import",
      "status": "processing",
      "createdAt": "2024-01-15T10:30:00Z",
      "updatedAt": "2024-01-15T10:45:00Z",
      "metadata": null
    }
  }
}

Prerequisites: Before calling initiateTaxPrepsImport, ensure you have:

Created a connection job using createConnectionJob
Attached works (clients) to the job using createJobWorks
Attached work artifacts (files) to each job work using createJobWorkArtifacts

The import process will process all works and their associated artifacts in the connection job.

After initiating the import, monitor the connection job status to track import progress. The status field will update as the import progresses, and any errors or progress information may be available in the metadata field.

Troubleshooting

Problem: initiateTaxPrepsImport fails with invalid connection job ID Solutions:

Verify the connectionJobId exists and belongs to your connection
Ensure you’re using the id from the createConnectionJob response
Check that the connection job has works and work artifacts attached

Problem: Import initiated but no works are processed Solutions:

Verify that job works have been created using createJobWorks
Ensure job work artifacts have been attached using createJobWorkArtifacts
Check that file URLs in artifacts are accessible and valid
Review the connection job status and metadata for error details

Problem: Import status remains “pending” or “processing” for extended time Solutions:

Check the connection job metadata field for progress information or error details
Verify that all file URLs in work artifacts are accessible
Ensure the connection credentials have permission to access the file URLs
Contact support if the import appears stuck

APIs

Guides

API Reference

Arguments

Returns

Example

Troubleshooting

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​Troubleshooting

Arguments

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Troubleshooting