Smart Pension Adviser Exports API

openapi: 3.2.0
info:
  title: Keystone Adviser Exports API
  version: v12
  description: This is the endpoint description of Keystone API.
servers:
- url: https://api.sandbox.autoenrolment.co.uk
- url: /
tags:
- name: AdviserExports
paths:
  /advisers/{adviser_id}/exports/{id}:
    get:
      summary: Advisers/Exports/Get
      tags:
      - AdviserExports
      security:
      - oAuth2:
        - user
      parameters:
      - name: id
        in: path
        required: true
        example: 2
        schema:
          type: string
      - name: adviser_id
        in: path
        required: true
        example: 13
        schema:
          type: string
      responses:
        '200':
          description: Success
          content:
            application/json:
              example:
                id: 2
                state: success
                file_url: null
                file_file_name: null
                created_at: '2026-08-05T12:57:38.000+01:00'
                updated_at: '2026-08-05T12:57:38.000+01:00'
                type: CompaniesExport
                content_type: template
                file_format: csv
                resource_type: Adviser
                resource_id: 13
                metadata: {}
                adviser_id: 13
                links:
                - rel: adviser
                  title: adviser
                  href: https://api.host.com/advisers/13
                - rel: adviser
                  title: adviser
                  href: https://api.host.com/advisers/13
              schema:
                $ref: '#/components/schemas/response_adviser_export'
        '404':
          description: Not Found
components:
  schemas:
    response_band:
      type: object
      properties:
        id:
          type: integer
        employee_minimum_percentage:
          type: number
          format: float
        employee_maximum_percentage:
          type:
          - number
          - 'null'
          format: float
        employer_percentage:
          type: number
          format: float
        starts_on:
          type: string
          format: date
        ends_on:
          type: string
          format: date
        range_min:
          type:
          - integer
          - 'null'
        range_max:
          type:
          - integer
          - 'null'
        default:
          type: boolean
    response_adviser:
      type: object
      properties:
        intercom_user_id:
          type:
          - string
          - 'null'
        intercom_user_id_hash:
          type:
          - string
          - 'null'
        id:
          type: integer
        name:
          type:
          - string
          - 'null'
        type:
          type:
          - string
          - 'null'
        address:
          type:
          - string
          - 'null'
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        signup_start:
          type:
          - string
          - 'null'
          format: text
        signup_finish:
          type:
          - string
          - 'null'
          format: text
        agent_number:
          type:
          - string
          - 'null'
        broker_channel:
          type:
          - string
          - 'null'
        broker_role:
          type:
          - string
          - 'null'
        abilities:
          type:
          - array
          - 'null'
          items: {}
        companies:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            companies:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_company'
        imports:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            data:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_adviser_import'
        company_tax_reliefs:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            data:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_company_tax_relief'
        shortcut:
          $ref: '#/components/schemas/response_adviser_shortcut'
    response_scheme_contribution_limit:
      type: object
      properties:
        minimum_one_off_contribution_amount:
          type: number
          format: float
        minimum_one_off_contribution_amount_currency:
          type: string
        maximum_one_off_contribution_amount:
          type: number
          format: float
        maximum_one_off_contribution_amount_currency:
          type: string
        minimum_recurring_contribution_amount:
          type: number
          format: float
        minimum_recurring_contribution_amount_currency:
          type: string
    response_salary:
      type: object
      properties:
        annual_earnings_1:
          type:
          - number
          - 'null'
          format: float
        annual_earnings_2:
          type:
          - number
          - 'null'
          format: float
        created_at:
          type: string
          format: date-time
        effective_on:
          type: string
          format: date
        employee_id:
          type: integer
        id:
          type: integer
        updated_at:
          type: string
          format: date-time
        employee:
          $ref: '#/components/schemas/response_employee'
    response_company_automation:
      type: object
      properties:
        id:
          type: integer
        letter:
          type: boolean
        company_id:
          type: integer
        postponement_period:
          type:
          - string
          - 'null'
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        links:
          type: array
          items:
            $ref: '#/components/schemas/link'
    response_know_your_customer_data:
      type: object
      properties:
        id:
          type: integer
        state:
          type: string
        reference:
          type:
          - string
          - 'null'
    response_ultimate_beneficial_owner_configuration:
      type: object
      properties:
        id:
          type: integer
        company_id:
          type: integer
        exempt:
          type: boolean
        exemption_reason:
          type:
          - string
          - 'null'
        natural_person_ubo:
          type: boolean
        links:
          type: array
          items:
            $ref: '#/components/schemas/link'
    response_adviser_company:
      type: object
      properties:
        id:
          type: integer
        adviser_id:
          type: integer
        company_id:
          type: integer
        preferred_contact_user_id:
          type:
          - integer
          - 'null'
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
    response_customer:
      type: object
      properties:
        intercom_user_id:
          type:
          - string
          - 'null'
        intercom_user_id_hash:
          type:
          - string
          - 'null'
        id:
          type: integer
        email:
          type:
          - string
          - 'null'
        reset_password_sent_at:
          type:
          - string
          - 'null'
          format: date-time
        remember_created_at:
          type:
          - string
          - 'null'
          format: date-time
        last_sign_in_at:
          type:
          - string
          - 'null'
          format: date-time
        slug:
          type:
          - string
          - 'null'
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        gauth_enabled:
          type: boolean
        gauth_tmp:
          type:
          - string
          - 'null'
        forename:
          type:
          - string
          - 'null'
        surname:
          type:
          - string
          - 'null'
        title:
          type:
          - string
          - 'null'
        authentication_token:
          type:
          - string
          - 'null'
        date_of_birth:
          type:
          - string
          - 'null'
          format: date
        line2:
          type:
          - string
          - 'null'
        city:
          type:
          - string
          - 'null'
        county:
          type:
          - string
          - 'null'
        building_name:
          type:
          - string
          - 'null'
        postcode:
          type:
          - string
          - 'null'
        line1:
          type:
          - string
          - 'null'
        building_number:
          type:
          - string
          - 'null'
        telephone:
          type:
          - string
          - 'null'
        alternative_telephone:
          type:
          - string
          - 'null'
        referee_id:
          type:
          - integer
          - 'null'
        referee_type:
          type:
          - string
          - 'null'
        referral_state:
          type: string
        referral_clicks:
          type:
          - integer
          - 'null'
        referral_reward_name:
          type:
          - string
          - 'null'
        authentication_token_generated_at:
          type:
          - string
          - 'null'
          format: date-time
        gender:
          type:
          - string
          - 'null'
        role:
          type:
          - string
          - 'null'
        middlename:
          type:
          - string
          - 'null'
        envelope_state:
          type: string
        enforce_password:
          type:
          - boolean
          - 'null'
        company_id:
          type:
          - integer
          - 'null'
        country_code:
          type:
          - string
          - 'null'
        uuid:
          type: string
        preferred_locale:
          type:
          - string
          - 'null'
        smart_analytics_access_permitted:
          type:
          - boolean
          - 'null'
        links:
          type: array
          items:
            $ref: '#/components/schemas/link'
        company:
          $ref: '#/components/schemas/response_company'
        employee:
          $ref: '#/components/schemas/response_employee'
        shortcut:
          $ref: '#/components/schemas/response_customer_shortcut'
        marketing_preference:
          $ref: '#/components/schemas/response_marketing_preference'
    response_payment:
      type: object
      properties:
        id:
          type: integer
        state:
          type: string
        amount:
          type:
          - number
          - 'null'
          format: float
        description:
          type:
          - string
          - 'null'
        invoice_name:
          type:
          - string
          - 'null'
        paid_at:
          type:
          - string
          - 'null'
          format: date-time
        charge_on:
          type:
          - string
          - 'null'
          format: date
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        invoice_url:
          type:
          - string
          - 'null'
        invoice_details_url:
          type:
          - string
          - 'null'
        invoice_details_file_name:
          type:
          - string
          - 'null'
        source_of_funds:
          type:
          - string
          - 'null'
    response_employee_plan_participation:
      type: object
      properties:
        id:
          type: integer
        in_waiting_period:
          type:
          - boolean
          - 'null'
        next_state:
          type:
          - string
          - 'null'
        updated_at:
          type: string
          format: date-time
        state:
          type: string
    response_letter:
      type: object
      properties:
        id:
          type: integer
        subject:
          type:
          - string
          - 'null'
        name:
          type:
          - string
          - 'null'
        employee_id:
          type:
          - integer
          - 'null'
        read:
          type:
          - boolean
          - 'null'
        file_url:
          type:
          - string
          - 'null'
        file_file_name:
          type:
          - string
          - 'null'
        created_at:
          type:
          - string
          - 'null'
          format: date-time
        updated_at:
          type:
          - string
          - 'null'
          format: date-time
        cancelled_at:
          type:
          - string
          - 'null'
          format: date-time
        created_by_id:
          type:
          - integer
          - 'null'
        created_by_type:
          type:
          - string
          - 'null'
        send_employee_temporary_password_notification:
          type:
          - boolean
          - 'null'
        links:
          type: array
          items:
            $ref: '#/components/schemas/link'
        employee:
          $ref: '#/components/schemas/response_employee'
    response_base_payroll_configuration:
      type: object
      properties:
        id:
          type: integer
        company_id:
          type: integer
        description:
          type:
          - string
          - 'null'
        frequency:
          type: string
        name:
          type: string
        salary_rate:
          type: string
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        uuid:
          type: string
        links:
          type: array
          items:
            $ref: '#/components/schemas/link'
    response_company_tax_relief:
      type: object
      properties:
        id:
          type: integer
        basis_type:
          type: string
    response_beneficiary:
      type: object
      properties:
        id:
          type: integer
        title:
          type: string
        name:
          type: string
        email:
          type:
          - string
          - 'null'
        address:
          type: string
        postcode:
          type:
          - string
          - 'null'
        relation:
          type: string
        percentage:
          type: number
          format: float
        born_on:
          type: string
          format: date
        type:
          type: string
    response_benefit_check_result:
      type: object
      properties:
        id:
          type: integer
        benefit_id:
          type: integer
        state:
          type: string
        redirect_url:
          type:
          - string
          - 'null'
        has_redirect_url:
          type:
          - boolean
          - 'null'
        returned_back_at:
          type:
          - string
          - 'null'
          format: date-time
        comment:
          type:
          - string
          - 'null'
          format: text
        automated_checks_available:
          type: boolean
    response_provider_scheme_migration:
      type: object
      properties:
        id:
          type: integer
        state:
          type: string
    response_valuation:
      type: object
      properties:
        id:
          type: integer
        amount:
          type:
          - number
          - 'null'
          format: float
        calculated_on:
          type: string
          format: date
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
    response_adviser_import:
      type: object
      properties:
        id:
          type: integer
        status_code:
          type:
          - integer
          - 'null'
        state:
          type: string
        response_errors:
          type:
          - array
          - 'null'
          items: {}
        file_url:
          type:
          - string
          - 'null'
        file_file_name:
          type:
          - string
          - 'null'
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        type:
          type:
          - string
          - 'null'
        metadata:
          type:
          - object
          - 'null'
        success_row_count:
          type:
          - integer
          - 'null'
        fail_row_count:
          type:
          - integer
          - 'null'
        adviser_id:
          type: integer
        links:
          type: array
          items:
            $ref: '#/components/schemas/link'
        adviser:
          $ref: '#/components/schemas/response_adviser'
    response_adviser_export:
      type: object
      properties:
        id:
          type: integer
        state:
          type: string
        file_url:
          type:
          - string
          - 'null'
        file_file_name:
          type:
          - string
          - 'null'
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        type:
          type:
          - string
          - 'null'
        content_type:
          type:
          - string
          - 'null'
        file_format:
          type:
          - string
          - 'null'
        resource_type:
          type:
          - string
          - 'null'
        resource_id:
          type:
          - integer
          - 'null'
        metadata:
          type:
          - object
          - 'null'
        adviser_id:
          type: integer
        links:
          type: array
          items:
            $ref: '#/components/schemas/link'
        adviser:
          $ref: '#/components/schemas/response_adviser'
    response_scheme_tax_relief:
      type: object
      properties:
        id:
          type: integer
        basis_type:
          type: string
    response_benefit_group:
      type: object
      properties:
        id:
          type: integer
        name:
          type: string
        employee_contribution_holiday_permitted:
          type: boolean
        company_contribution_holiday_permitted:
          type: boolean
        band_range_type:
          type:
          - string
          - 'null'
        employer_earnings_type:
          type: string
        employee_earnings_type:
          type: string
        employer_salary_cap:
          type:
          - number
          - 'null'
          format: float
        employee_salary_cap:
          type:
          - number
          - 'null'
          format: float
        voluntary_enrolment:
          type: boolean
        profit_share_allowed:
          type: boolean
        contribution_match_type:
          type:
          - string
          - 'null'
        stop_contributions_permitted:
          type: boolean
        national_insurance_saving_share:
          type:
          - number
          - 'null'
          format: float
        enrolment_type:
          type:
          - string
          - 'null'
        bands:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/response_band'
    response_scheme_bank_detail:
      type: object
      properties:
        account_number:
          type:
          - string
          - 'null'
        bank_name:
          type: string
        swift_code:
          type: string
        in_favor_of:
          type: string
        currency:
          type:
          - string
          - 'null'
        exchange_rate:
          type:
          - number
          - 'null'
          format: float
    response_adviser_shortcut:
      type: object
      properties:
        id:
          type: integer
        token:
          type:
          - string
          - 'null'
        destination_url:
          type:
          - string
          - 'null'
        short_url:
          type:
          - string
          - 'null'
    response_employee_configuration:
      type: object
      properties:
        benefits_out_suspended:
          type: boolean
        disabled_switching:
          type:
          - boolean
          - 'null'
        enable_auto_increase_percentage:
          type: boolean
        gone_away:
          type: boolean
        id:
          type: integer
        investments_locked:
          type: boolean
        valuation_under_review:
          type:
          - boolean
          - 'null'
        preferred_currency:
          type:
          - string
          - 'null'
        preferred_locale:
          type:
          - string
          - 'null'
        blocked_rejoin:
          type: boolean
    response_employee:
      type: object
      properties:
        updatable:
          type:
          - boolean
          - 'null'
        id:
          type: integer
        email:
          type:
          - string
          - 'null'
        forename:
          type:
          - string
          - 'null'
        surname:
          type:
          - string
          - 'null'
        date_of_birth:
          type:
          - string
          - 'null'
          format: date
        national_insurance_number:
          type:
          - string
          - 'null'
        gender:
          type: string
        telephone:
          type:
          - string
          - 'null'
        identity_person_id:
          type:
          - string
          - 'null'
        reset_password_sent_at:
          type:
          - string
          - 'null'
          format: date-time
        remember_created_at:
          type:
          - string
          - 'null'
          format: date-time
        last_sign_in_at:
          type:
          - string
          - 'null'
          format: date-time
        slug:
          type:
          - string
          - 'null'
        created_at:
          type:
          - string
          - 'null'
          format: date-time
        updated_at:
          type:
          - string
          - 'null'
          format: date-time
        confirmation_token:
          type:
          - string
          - 'null'
        gauth_enabled:
          type:
          - boolean
          - 'null'
        gauth_tmp:
          type:
          - string
          - 'null'
        title:
          type:
          - string
          - 'null'
        authentication_token:
          type:
          - string
          - 'null'
        group_id:
          type:
          - integer
          - 'null'
        line2:
          type:
          - string
          - 'null'
        city:
          type:
          - string
          - 'null'
        region:
          type:
          - string
          - 'null'
        postcode:
          type:
          - string
          - 'null'
        line1:
          type:
          - string
          - 'null'
        works_in_uk:
          type: boolean
        starts_on:
          type:
          - string
          - 'null'
          format: date
        authentication_token_generated_at:
          type:
          - string
          - 'null'
          format: date-time
        company_percentage:
          type:
          - number
          - 'null'
          format: float
        company_percentage_matched:
          type:
          - number
          - 'null'
          format: float
        company_match:
          type: boolean
        percentage:
          type:
          - number
          - 'null'
          format: float
        avc_percentage:
          type:
          - number
          - 'null'
          format: float
        total_contribution_percentage:
          type:
          - number
          - 'null'
          format: float
        contribute_if_entitled:
          type: boolean
        enforce_password:
          type:
          - boolean
          - 'null'
        ends_on:
          type:
          - string
          - 'null'
          format: date
        exit_reason:
          type:
          - string
          - 'null'
        onboarded_at:
          type:
          - string
          - 'null'
          format: date-time
        opt_out_on:
          type:
          - string
          - 'null'
          format: date
        opt_state:
          type: string
        opt_in_on:
          type:
          - string
          - 'null'
          format: date
        opt_out_window_starts_on:
          type:
          - string
          - 'null'
          format: date
        opt_out_window_ends_on:
          type:
          - string
          - 'null'
          format: date
        subject_to_money_purchase_annual_allowance:
          type:
          - boolean
          - 'null'
        money_purchase_annual_allowance_effective_on:
          type:
          - string
          - 'null'
          format: date
        company_id:
          type: integer
        automatically_enrolled:
          type: boolean
        contractually_enrolled:
          type:
          - boolean
          - 'null'
        external_id:
          type:
          - string
          - 'null'
        customer_id:
          type:
          - integer
          - 'null'
        referral_clicks:
          type:
          - integer
          - 'null'
        retirement_age:
          type:
          - integer
          - 'null'
        target_retirement_age:
          type:
          - integer
          - 'null'
        retirement_date:
          type: string
          format: date
        target_retirement_date:
          type:
          - string
          - 'null'
          format: date
        secondary_email:
          type:
          - string
          - 'null'
        middle_name:
          type:
          - string
          - 'null'
        civil_status:
          type:
          - string
          - 'null'
        country_code:
          type:
          - string
          - 'null'
        online_login_disabled:
          type: boolean
        line3:
          type:
          - string
          - 'null'
        uuid:
          type: string
        eligible_for_modeller_projection:
          type:
          - boolean
          - 'null'
        can_manage_contribution_rates:
          type:
          - boolean
          - 'null'
        active_payroll_configuration:
          type:
          - object
          - 'null'
        tax_relief_type:
          type:
          - string
          - 'null'
        employment_type:
          type:
          - string
          - 'null'
        tax_residency_status_name:
          type:
          - string
          - 'null'
        salary_sacrifice_signed:
          type:
          - boolean
          - 'null'
        links:
          type: array
          items:
            $ref: '#/components/schemas/link'
        banned_params:
          type:
          - array
          - 'null'
          items:
            type: string
        intercom_user_id:
          type:
          - string
          - 'null'
        intercom_user_id_hash:
          type:
          - string
          - 'null'
        is_not_editable:
          type:
          - boolean
          - 'null'
        active_special_cases:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/response_employee_special_case'
        contributions:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            contributions:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_contribution'
        letters:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            letters:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_letter'
        postponements:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            postponements:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_postponement'
        fund_splits:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            fund_splits:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_fund_split'
        valuations:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            valuations:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_valuation'
        portfolios:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            portfolios:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_portfolio'
        benefits:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
           

# --- truncated at 32 KB (69 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/smart-pension/refs/heads/main/openapi/smart-pension-adviserexports-api-openapi.yml