crm
engine-dmo crm: The CRM from the command line: organisations, memberships, duplicate candidates, invitations and claims. Every subcommand, argument and flag.
engine-dmo
The CRM from the command line: organisations, memberships, duplicate candidates, invitations and claims.
| Command | What it does |
|---|---|
engine-dmo crm claims list | Claims by site: verified and held by default, or --status verified|held|pending|decided |
engine-dmo crm claims rescore | Recompute open claims’ confidence under the current weights; never approves |
engine-dmo crm claims show | One claim: the score, every signal, the contacts’ answers and the letter |
engine-dmo crm dedupe | Candidate duplicate pairs with scores, offered for review in the admin |
engine-dmo crm erase | Erase a person, irreversibly: personal columns and fields cleared, sessions and links ended, the address suppressed, every mention replaced by a tombstone |
engine-dmo crm import | Import organisations, people and memberships from a CSV or XLSX file through a source’s mapping; --dry-run plans every row and writes nothing |
engine-dmo crm invite | Send a portal invitation: the contact is linked as the organisation’s owner and the invitation mail is queued |
engine-dmo crm membership set | Give an organisation a tier on a site: changes its pending or active membership there, or starts one |
engine-dmo crm merge | Merge one organisation or person into another: what points at it moves, blank fields are filled, and it goes to the trash |
engine-dmo crm organisation create | Create an organisation from a JSON object: name, legal_name, status, email, website, address, phone, social, hours, custom, lat, lon |
engine-dmo crm claims list
Claims by site: verified and held by default, or --status verified|held|pending|decided.
engine-dmo crm claims list [flags] | Flag | Type | Default | Meaning |
|---|---|---|---|
--site | string | one site (default: every site) | |
--status | string | verified | held | pending | decided (default: the open queue) |
--json prints the command’s own JSON document. Runs in a project.
engine-dmo crm claims rescore
Recompute open claims’ confidence under the current weights; never approves.
engine-dmo crm claims rescore [flags] | Flag | Type | Default | Meaning |
|---|---|---|---|
--dry-run | bool | print what would change without writing |
--json prints the text output in the JSON envelope. Runs in a project.
engine-dmo crm claims show
One claim: the score, every signal, the contacts’ answers and the letter.
engine-dmo crm claims show <id> | Argument | Required | Repeatable |
|---|---|---|
id | yes | no |
--json prints the command’s own JSON document. Runs in a project.
engine-dmo crm dedupe
Candidate duplicate pairs with scores, offered for review in the admin.
engine-dmo crm dedupe [flags] | Flag | Type | Default | Meaning |
|---|---|---|---|
--dry-run | bool | print the candidate pairs and offer nothing for review; the embedding requests are still made and charged | |
--subject | string | organisation | what to compare: organisation |
--json prints the text output in the JSON envelope. Runs in a project.
engine-dmo crm erase
Erase a person, irreversibly: personal columns and fields cleared, sessions and links ended, the address suppressed, every mention replaced by a tombstone.
engine-dmo crm erase [flags] | Flag | Type | Default | Meaning |
|---|---|---|---|
--confirm | bool | confirm the erasure | |
--person | string | the person’s id |
--json prints the text output in the JSON envelope. Runs in a project.
engine-dmo crm import
Import organisations, people and memberships from a CSV or XLSX file through a source’s mapping; --dry-run plans every row and writes nothing.
engine-dmo crm import [flags] | Flag | Type | Default | Meaning |
|---|---|---|---|
--dry-run | bool | plan every row and print what would be created, updated, skipped and rejected; nothing is written | |
--file | string | the CSV or XLSX file | |
--map | string | the column mapping, YAML or JSON; saved on the source for its next file (default: the source’s saved mapping) | |
--name | string | a new source’s name | |
--network | string | a new source’s network, by key (default: the default site’s) | |
--source | string | the source the file comes from, by key; created when new |
--json prints the text output in the JSON envelope. Runs in a project.
engine-dmo crm invite
Send a portal invitation: the contact is linked as the organisation’s owner and the invitation mail is queued.
engine-dmo crm invite [flags] | Flag | Type | Default | Meaning |
|---|---|---|---|
--email | string | the contact’s address | |
--name | string | the contact’s name | |
--organisation | string | the organisation id | |
--role | string | their role, such as Landlord | |
--site | string | the site the invitation is from (default: the default site) |
--json prints the text output in the JSON envelope. Runs in a project.
engine-dmo crm membership set
Give an organisation a tier on a site: changes its pending or active membership there, or starts one.
engine-dmo crm membership set <organisation-id> [flags] | Argument | Required | Repeatable |
|---|---|---|
organisation-id | yes | no |
| Flag | Type | Default | Meaning |
|---|---|---|---|
--reason | string | why, for the membership history | |
--site | string | site key (default: the default site) | |
--status | string | pending | active | lapsed | cancelled (default: active for a new membership, unchanged otherwise) | |
--tier | string | the membership tier |
--json prints the command’s own JSON document. Runs in a project.
engine-dmo crm merge
Merge one organisation or person into another: what points at it moves, blank fields are filled, and it goes to the trash.
engine-dmo crm merge [flags] | Flag | Type | Default | Meaning |
|---|---|---|---|
--dry-run | bool | print what would move and be filled, and change nothing | |
--keep | string | the id of the record to keep | |
--merge | string | the id of the record merged into it | |
--subject | string | organisation | organisation or person |
--json prints the text output in the JSON envelope. Runs in a project.
engine-dmo crm organisation create
Create an organisation from a JSON object: name, legal_name, status, email, website, address, phone, social, hours, custom, lat, lon.
engine-dmo crm organisation create [values] [flags] | Argument | Required | Repeatable |
|---|---|---|
values | no | no |
| Flag | Type | Default | Meaning |
|---|---|---|---|
--data | string | the organisation as a JSON object, or - for standard input |
--json prints the command’s own JSON document. Runs in a project.
content
engine-dmo content: Content operations: list, get, create, update, trash, restore, hold, purge, clone, reproject, reindex, publish, structure, variant, prune-revisions, legal-hold. Every subcommand, argument and flag.
describe
engine-dmo describe: Describe the project, a content type, the field types, a route or a template, with ids, as text or --json. Every subcommand, argument and flag.