POST
/
accounting
/
bank_transactions
Create Bank Transaction
curl --request POST \
  --url https://api.rootfi.dev/v3/accounting/bank_transactions \
  --header 'Content-Type: application/json' \
  --header 'api_key: <api-key>' \
  --data '{
  "company_id": 123,
  "data": [
    {
      "contact_id": "123456",
      "account_id": "123456",
      "from_account_id": "123456",
      "to_account_id": "123456",
      "currency_id": "123456",
      "amount": 1000,
      "type": "creditcard",
      "debit_or_credit": "DEBIT",
      "status": "Test",
      "currency_rate": 1000,
      "transaction_date": "2024-01-25T09:00:00Z",
      "updated_at": "2024-01-25T09:00:00Z"
    }
  ]
}'
{
  "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",
    "contact_id": "123456",
    "account_id": "123456",
    "from_account_id": "123456",
    "to_account_id": "123456",
    "currency_id": "123456",
    "amount": 1000,
    "type": "creditcard",
    "debit_or_credit": "DEBIT",
    "status": "Test",
    "currency_rate": 1000,
    "transaction_date": "2024-01-25T09:00:00Z",
    "updated_at": "2024-01-25T09:00:00Z"
  }
}
Bank Transactions include the Transactional banking data for a specific company and account.

​
Additional Required Fields

To successfully create an bank transaction, certain fields must be included in the raw_data object of the request body. The required fields are as follows:
IntegrationFieldDescription
ZOHO_BOOKSfrom_account_idThe ID of the account from which the amount is transferred.
XEROfrom_account_idThe ID of the account from which the amount is transferred.
FRESH_BOOKSreferenceThe reference for the transaction.
MYOB_BUSINESStax_idThe ID of the tax applied to the transaction.
SAGE_CLOUD_ACCOUNTINGreferenceThe reference for the transaction.

Authorizations

​
api_key
string
header
required

Body

application/json
​
data
accountingBankTransactionFields · object[]
required

The data of the bank account to create

​
company_id
integer
required

The ID of the company in the accounting platform

​
run_async
boolean | null

Run the request asynchronously

Response

​
data
object

The data of the created bank account

​
sync_id
string | null

The sync id of the request