Create Account

Integrations Roadmap

Data Coverage Tool

General

Overview

Server Side SDKs

Typescript SDK

Core API

Companies
Invite Links
Sync
Passthrough
Real Time
Webhooks

Unified API

Accounting
- Accounts
  - Overview
  - Overview
  - GET
    Get All Accounts
  - POST
    Get All Accounts
  - POST
    Create Account
  - POST
    Create Accounts
- Bank Accounts
- Bank Transactions
- Bills
- Bill Payments
- Bill Credit Notes
- Contacts
- Company Info
- Currencies
- Documents
- Expenses
- Invoice Credit Notes
- Invoices
- Invoice Payments
- Items
- Journal Entries
- Purchase Orders
- Sales Orders
- Goods Receipt Notes
- Projects
- Tax Rates
- Tracking Categories
- Balance Sheet
- Cash Flow Statements
- Income Statements
Payments
Ecommerce
CRM

POST

accounting

accounts

curl --request POST \
  --url https://api.rootfi.dev/v3/accounting/accounts \
  --header 'Content-Type: application/json' \
  --header 'api_key: <api-key>' \
  --data '{
  "company_id": 123,
  "data": [
    {
      "name": "Rootfi Test Account",
      "description": "Rootfi Test Account",
      "nominal_code": "123456",
      "sub_category": "Test",
      "currency_id": "123456",
      "parent_account_id": "1234567"
    }
  ]
}'

{
  "data": {
    "rootfi_id": 157,
    "rootfi_deleted_at": null,
    "rootfi_created_at": "2024-01-22T05:07:31.465Z",
    "rootfi_updated_at": "2024-01-22T05:07:31.000Z",
    "rootfi_company_id": 1089,
    "platform_id": "123456_1",
    "platform_unique_id": "123456",
    "name": "Rootfi Test Account",
    "description": "Rootfi Test Account",
    "nominal_code": "123456",
    "current_balance": 0,
    "updated_at": "2021-08-10T14:00:00.000Z",
    "status": "active",
    "category": "ASSET",
    "sub_category": "Test",
    "currency_id": "123456",
    "parent_account_id": "1234567"
  }
}

The Accounts Data Model is designed to streamline the management and retrieval of account-related information across various accounting platforms.

Additional Required Fields

To successfully create an account, certain fields must be included in the raw_data object of the request body. The required fields are as follows:

Integration	Field	Description
MS_DYNAMICS_365_FO	ChartOfAccounts	The chart of accounts to which the account belongs.
MYOB_BUSINESS	tax_id	The tax ID associated to the account.
SAGE_ZA_CLOUD_ACCOUNTING	sub_category_id	The sub-category ID associated to the account.

Authorizations

api_key

string

header

required

Body

application/json

company_id

integer

required

The ID of the company in the accounting platform

data

object[]

required

The data of the accounts endpoint

run_async

boolean | null

Run the request asynchronously

Response

200

application/json

data

object

The data of the accounts endpoint

data.rootfi_id

number

required

The unique ID we assign for that data's information

Example:

157

data.rootfi_created_at

string

required

The date at which RootFi first synced this data

Example:

"2024-01-22T05:07:31.465Z"

data.rootfi_updated_at

string

required

The latest date at which RootFi updated this data

Example:

"2024-01-22T05:07:31.000Z"

data.rootfi_company_id

number

required

The ID of the company in the accounting platform

Example:

1089

data.platform_id

string

required

An unique custom RootFi ID made from platform's unique_id.

Example:

"123456"

data.rootfi_deleted_at

string | null

The date at which the data was deleted in the accounting platform

data.platform_unique_id

string | null

The ID of the data in the accounting platform.

data.raw_data

object | null

A JSON containing fields that you can directly get from the accounting platform.

data.data_hash

string | null

The hash of the data

data.name

string | null

Name of the account

data.description

string | null

Description of the account

data.nominal_code

string | null

The nominal code of the account

data.current_balance

number | null

The current balance of the account

data.updated_at

string | null

The date the account was last updated

data.status

string | null

The status of the account

data.category

enum<string>

The category of the account

Available options:

ASSET,

EXPENSE,

LIABILITY,

EQUITY,

INCOME,

BANK,

UNKNOWN

data.sub_category

string | null

The sub category of the account

data.currency_id

string | null

The currency id of the account

data.parent_account_id

string | null

The parent account id of the account

data.parent_account

object

The parent account of the account.

data.currency

object

The currency of the account.

sync_id

string | null

The sync id of the request

Get All Accounts Create Accounts

curl --request POST \
  --url https://api.rootfi.dev/v3/accounting/accounts \
  --header 'Content-Type: application/json' \
  --header 'api_key: <api-key>' \
  --data '{
  "company_id": 123,
  "data": [
    {
      "name": "Rootfi Test Account",
      "description": "Rootfi Test Account",
      "nominal_code": "123456",
      "sub_category": "Test",
      "currency_id": "123456",
      "parent_account_id": "1234567"
    }
  ]
}'

{
  "data": {
    "rootfi_id": 157,
    "rootfi_deleted_at": null,
    "rootfi_created_at": "2024-01-22T05:07:31.465Z",
    "rootfi_updated_at": "2024-01-22T05:07:31.000Z",
    "rootfi_company_id": 1089,
    "platform_id": "123456_1",
    "platform_unique_id": "123456",
    "name": "Rootfi Test Account",
    "description": "Rootfi Test Account",
    "nominal_code": "123456",
    "current_balance": 0,
    "updated_at": "2021-08-10T14:00:00.000Z",
    "status": "active",
    "category": "ASSET",
    "sub_category": "Test",
    "currency_id": "123456",
    "parent_account_id": "1234567"
  }
}

General

Server Side SDKs

Core API

Unified API

​Additional Required Fields

Authorizations

Body

Response

Additional Required Fields