Create Bank 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
- Bank Accounts
  - Overview
  - Overview
  - GET
    Get All Bank Accounts
  - POST
    Get All Bank Accounts
  - POST
    Create Bank Account
  - POST
    Create Bank Account
- 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

bank_accounts

curl --request POST \
  --url https://api.rootfi.dev/v3/accounting/bank_accounts \
  --header 'Content-Type: application/json' \
  --header 'api_key: <api-key>' \
  --data '{
  "company_id": 123,
  "data": [
    {
      "institution_name": "Example Bank",
      "account_name": "Savings Account",
      "account_number": "1234567890",
      "balance": 1000,
      "currency_id": "USD",
      "updated_at": "2024-01-25T10:30:00Z"
    }
  ]
}'

{
  "data": {
    "rootfi_id": 123,
    "rootfi_deleted_at": null,
    "rootfi_created_at": "2024-01-25T09:00:00Z",
    "rootfi_updated_at": "2024-01-25T09:30:00Z",
    "rootfi_company_id": 456,
    "platform_id": "123456_1",
    "platform_unique_id": "123456",
    "institution_name": "Example Bank",
    "account_name": "Savings Account",
    "account_number": "1234567890",
    "balance": 1000,
    "currency_id": "USD",
    "updated_at": "2024-01-25T10:30:00Z"
  }
}

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.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.institution_name

string | null

The name of the bank account

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.currency_id

string | null

The currency id of the bank account

data.category

string | null

The category of the bank account

data.updated_at

string | null

The last ISO 8601 timestamp that the data was updated at

data.currency

object

The currency of the bank account.

sync_id

string | null

The sync id of the request

Get All Bank Accounts Create Bank Account

curl --request POST \
  --url https://api.rootfi.dev/v3/accounting/bank_accounts \
  --header 'Content-Type: application/json' \
  --header 'api_key: <api-key>' \
  --data '{
  "company_id": 123,
  "data": [
    {
      "institution_name": "Example Bank",
      "account_name": "Savings Account",
      "account_number": "1234567890",
      "balance": 1000,
      "currency_id": "USD",
      "updated_at": "2024-01-25T10:30:00Z"
    }
  ]
}'

{
  "data": {
    "rootfi_id": 123,
    "rootfi_deleted_at": null,
    "rootfi_created_at": "2024-01-25T09:00:00Z",
    "rootfi_updated_at": "2024-01-25T09:30:00Z",
    "rootfi_company_id": 456,
    "platform_id": "123456_1",
    "platform_unique_id": "123456",
    "institution_name": "Example Bank",
    "account_name": "Savings Account",
    "account_number": "1234567890",
    "balance": 1000,
    "currency_id": "USD",
    "updated_at": "2024-01-25T10:30:00Z"
  }
}

General

Server Side SDKs

Core API

Unified API

​Additional Required Fields

Authorizations

Body

Response

Additional Required Fields