curl --request PUT \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/export-presets/{presetId} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"name": "Claims view",
"rowSource": null,
"fieldKeys": [
"id",
"exposureName"
]
}
'{
"id": "9b1d4e7a-2c3f-4a8b-b6d5-0e7f1a2c3d4e",
"ownerUserId": "3f2b8c1e-6d4a-4b7e-9a15-2c8e0f4d7b91",
"entityType": "exposure",
"name": "Claims view",
"visibility": "private",
"isDefault": false,
"rowSource": null,
"fieldKeys": [
"id",
"exposureName"
],
"createdAt": "2026-09-25T14:03:22.418Z",
"updatedAt": "2026-10-12T11:20:07.902Z"
}Replace Export Preset For Member
Replaces the name, columns and row source of a company member’s saved export preset, whoever owns it. The owner, entity type, visibility and default stay as they are. The caller is recorded as the preset’s last editor for audit.
rowSource and fieldKeys follow the same rules as
Create Export Preset For Member
for the preset’s entity type, and the keys are saved in the order given.
rowSource is required: send the Object List field for one row per item,
or null for one row per record. Sending null for a preset that had a
row source makes it export one row per record.
- An unknown key is
400 UnknownExportFieldKey; the error carriesunknownFieldKeys. Nothing is saved. - A
rowSourcethat is not a declared Object List of the entity is400 InvalidExportRowSource. - A
nameanother of the owner’s presets of that entity type uses (compared case-insensitively, ignoring surrounding spaces) is409 ExportPresetNameTaken; the error carriesexistingPresetNames. Keeping the preset’s own name is allowed. - An unknown or deleted
presetId, or one in another company, is404 NotFoundError.
Required permission: export-preset.edit-for-member
curl --request PUT \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/export-presets/{presetId} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"name": "Claims view",
"rowSource": null,
"fieldKeys": [
"id",
"exposureName"
]
}
'{
"id": "9b1d4e7a-2c3f-4a8b-b6d5-0e7f1a2c3d4e",
"ownerUserId": "3f2b8c1e-6d4a-4b7e-9a15-2c8e0f4d7b91",
"entityType": "exposure",
"name": "Claims view",
"visibility": "private",
"isDefault": false,
"rowSource": null,
"fieldKeys": [
"id",
"exposureName"
],
"createdAt": "2026-09-25T14:03:22.418Z",
"updatedAt": "2026-10-12T11:20:07.902Z"
}Authorizations
User-principal OAuth 2.0 Bearer authentication. Send a user-scoped Auth0 access token (audience = the app API audience) as Authorization: Bearer <jwt>. The request resolves to the user's identity and is authorized by their Role on the {companyId} in the path — the same role-based permissions the web app enforces. This is the path the MCP connector uses to act on a user's behalf; endpoints that accept it list both BearerAuth and ApiKeyAuth.
Path Parameters
Company identifier
Export preset identifier
Body
The preset's new name. Surrounding spaces are trimmed.
1 - 255The preset's new columns, in column order. Each key must be offered by the company's export surface for the preset's entity type and rowSource, and no key may repeat.
11The Object List field whose items become the preset's rows, or null for one row per record.
1Response
The preset as replaced.
A company member's saved export preset.
The member who owns the preset
The export screen the preset belongs to, or bordereau for the Export Bordereau screen.
event, exposure, quote, submission, person, organization, policy, bordereau private presets are seen only by their owner; shared presets are offered to every member of the company.
private, shared Whether this is the owner's default preset for its entity type.
The Object List field the preset exports one row per item of, or null for one row per record.
The preset's columns, in column order