You can now upload and manage files directly on company and person profiles in Harmonic!
Why use attachments
No more switching between applications or hunting through folders to find that crucial document about a company or contact. Centralizing your materials in Harmonic gives you a complete, easily accessible view of every relationship in your network.
Whether it's pitch decks, memos, or research notes, everything lives alongside the profiles where you need them most.
Getting started
To upload a file, open the sidebar on any company or person profile in Harmonic Console. You can browse to select files from your device or drag and drop files directly into the sidebar.
Supported file types include: PDF, PNG, JPG, JPEG, PPT, PPTX, DOC, DOCX, and CSV (up to 500 MB per file). You can upload up to 10 files per company or person profile.
Once uploaded, your files will be accessible across Harmonic and listed in the sidebar as they're added.
Managing attachments
Once uploaded, files appear in the profile sidebar where you can:
Rename for better organization
Download for offline access or sharing
Remove when no longer needed
API Integration
You can now manage file attachments via the Harmonic API, enabling you to sync documents from external systems to company and person profiles.
Core Capabilities
Our API supports the full lifecycle of an attachment:
Initiate Upload: Reserve a file slot and receive an
upload_uriUpload File: Upload the file to the secure storage URL
Complete Upload: Finalize the attachment so it becomes visible in Harmonic
Retrieve: Get a list of attachments or fetch file content securely
Rename: Update the file name for clarity
Delete: Remove outdated or irrelevant files
Supported File Types
pdf, png, jpg, jpeg, ppt, pptx, doc, docx, csv
Maximum size: 500 MB per file
Upload Flow
The upload process involves 3 steps:
1. POST /companies/{id_or_urn}/attachments — Initiate upload
2. PUT file to returned upload_uri — Upload the actual file
3. PUT /companies/{id_or_urn}/attachments — Complete the uploadRepeat the same 3 steps for person attachments using /persons/{id_or_urn}/attachments.
Sample Upload Response
{ "attachments": [ { "attachment_urn": "urn:harmonic:user_uploaded_content:0163...", "name": "file.pdf", "link": "https://api.harmonic.ai/companies/123/attachments/...", "uploaded_by": "urn:harmonic:customer:123", "uploaded_at": "2025-06-15T12:00:00Z" } ] }
Get Attachments
Retrieve all attachments for one or more profiles:
POST /companies/attachments POST /persons/attachments
Fetch File Contents
GET /companies/{id_or_urn}/attachments/{urn} GET /persons/{id_or_urn}/attachments/{urn}Returns a temporary secure download URL (valid for 1 minute, single-use).
Rename or Delete
PATCH /companies/{id_or_urn}/attachments/{urn} DELETE /companies/{id_or_urn}/attachments/{urn}Replace companies with persons for people attachments.
For more details, see the API Reference Documentation under Company and People Attachments.