Create Bank Account

The Bank Accounts Data Model streamlines access of bank account information across various accounting platforms, providing a consistent and unified representation of bank account data.

Additional Required Fields

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

Integration	Field	Description
MYOB_BUSINESS	nominal_code	The nominal code of the bank account.
MYOB_BUSINESS	description	The description of the bank account.
MYOB_BUSINESS	parent_account_id	The parent account ID of the bank account.
MYOB_BUSINESS	tax_id	The tax ID of the bank 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 bank account to create

run_async

boolean | null

Run the request asynchronously

Response

200 - application/json

data

object

The data of the created bank account

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.account_name

string | null

Name of the bank account

data.account_number

string | null

The bank account number

data.balance

number | null

Balance of the bank account

data.category

string | null

The category of the bank account

data.currency

object

The currency of the bank account.

data.currency_id

string | null

The currency id of the bank account

data.data_hash

string | null

The hash of the data

data.institution_name

string | null

The name of the bank 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.updated_at

string | null

The last ISO 8601 timestamp that the data was updated at

sync_id

string | null

The sync id of the request

General

Server Side SDKs

Core API

Unified API

Create Bank Account

Additional Required Fields

Authorizations

Body

Response

General

Server Side SDKs

Core API

Unified API

​Additional Required Fields

Authorizations

Body

Response

Additional Required Fields