Operational Data · Track 1 · Tutorial 10 of 10

Load operational data through the API or Zapier

When the figures already live in another system, such as an HR system or a spreadsheet the team updates, that system can send them to BrizoConsol each month. Both routes write to the same place: a dataset in Operational Data.

You will needAn Administrator of Your Group, and either a developer for your system or a Zapier account.

By the endA clear choice between the API and Zapier for each feed, and the dataset each one writes.

1Choose the route

Route	Suits	Set it up
API	A system your developer can change: it calls BrizoConsol with its own credential.	Send data from your own systems, ticking Operational data under What it may write
Zapier	A spreadsheet or app Zapier connects to, with no code.	Automate monthly imports with Zapier

For the API, the calls are POST /api/v1/organisations/{id}/operation-data/validate to check a month without writing, and POST /api/v1/organisations/{id}/operation-data to write it. GET /api/v1/schemas/operation_data lists the fields. Zapier writes the same data with the tool import_operation_data.

New API credential with Company A ticked under Companies it may write for and Operational data ticked under What it may write. — The company the feed writes for (1), Operational data under What it may write (2), and Create credential (3).

2Name the feed once

Every request carries a source_reference, your own name for the feed, such as company-a-headcount. It names the dataset the data goes to, API: company-a-headcount, so keep it the same every month. A new name starts a new dataset.

Each row is recognised by its month, scenario, dimensions and account, so a month sent again replaces those rows rather than adding a second copy.

3Check the first month

Select the company the feed writes for, open Operational Data, and click View data on the dataset.

Company A’s Operational Data listing API: company-a-headcount, with Account column and Scenario column badges and the description Posted through the API from company-a-headcount. — The dataset named API: and the source_reference (1), its Account column and Scenario column badges (2), and View data (3).

Check

The dataset is named API: and your source_reference, and its rows for the month match what the system sent.

4If something goes wrong

What you see	What to do
The request is refused for the company	The credential or the AI Access settings do not allow writing Operational data for that company. Tick it and save.
Two datasets for one feed	The source_reference changed. Send every month with the same one.
Zapier is not offered the write tools	Writing through Zapier needs Premium and Operational data ticked under What they may write.

Want more detail? See the documentation

API Access BrizoConsol MCP Server

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