Create Account

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.platform_id

string

required

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

data.rootfi_company_id

number

required

The ID of the company in the accounting platform

data.rootfi_created_at

string

required

The date at which RootFi first synced this data

data.rootfi_id

number

required

The unique ID we assign for that data's information

data.rootfi_updated_at

string

required

The latest date at which RootFi updated this data

data.category

enum<string>

The category of the account

Available options:

ASSET,

EXPENSE,

LIABILITY,

EQUITY,

INCOME,

BANK,

UNKNOWN

data.currency

object

The currency of the account.

data.currency_id

string | null

The currency id of the account

data.current_balance

number | null

The current balance of the account

data.data_hash

string | null

The hash of the data

data.description

string | null

Description of the account

data.name

string | null

Name of the account

data.nominal_code

string | null

The nominal code of the account

data.parent_account

object

The parent account of the account.

data.parent_account_id

string | null

The parent account id of the account

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.rootfi_deleted_at

string | null

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

data.status

string | null

The status of the account

data.sub_category

string | null

The sub category of the account

data.updated_at

string | null

The date the account was last updated

sync_id

string | null

The sync id of the request

General

Server Side SDKs

Core API

Unified API

Create Account

Additional Required Fields

Authorizations

Body

Response

General

Server Side SDKs

Core API

Unified API

​Additional Required Fields

Authorizations

Body

Response

Additional Required Fields