General
Server Side SDKs
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- Companies
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Unified API
- Accounting
- Accounts
- Bank Accounts
- Bank Transactions
- Bills
- Bill Payments
- Bill Credit Notes
- Contacts
- Company Info
- Currencies
- Documents
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- Invoice Credit Notes
- Invoices
- Invoice Payments
- Items
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- Tax Rates
- Tracking Categories
- Balance Sheet
- Cash Flow Statements
- Income Statements
- Payments
- Ecommerce
- CRM
Create Bank Transaction
Create a new bank transaction.
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:
| Integration | Field | Description |
|---|---|---|
| ZOHO_BOOKS | from_account_id | The ID of the account from which the amount is transferred. |
| XERO | from_account_id | The ID of the account from which the amount is transferred. |
| FRESH_BOOKS | reference | The reference for the transaction. |
| MYOB_BUSINESS | tax_id | The ID of the tax applied to the transaction. |
| SAGE_CLOUD_ACCOUNTING | reference | The reference for the transaction. |
Authorizations
Body
The ID of the company in the accounting platform
The data of the bank account to create
The account id of the bank account
The amount of the bank account
The contact id of the bank account
The currency id of the bank account
The currency rate of the bank account
The debit or credit of the bank account
The from account id of the bank account
The status of the bank account
The to account id of the bank account
The transaction date of the bank account
The type of the bank account
The updated at of the bank account
Run the request asynchronously
Response
The data of the created bank account
An unique custom RootFi ID made from platform's unique_id.
The ID of the company in the accounting platform
The date at which RootFi first synced this data
The unique ID we assign for that data's information
The latest date at which RootFi updated this data
The account of the bank transaction.
An unique custom RootFi ID made from platform's unique_id.
The ID of the company in the accounting platform
The date at which RootFi first synced this data
The unique ID we assign for that data's information
The latest date at which RootFi updated this data
The category of the account
ASSET, EXPENSE, LIABILITY, EQUITY, INCOME, BANK, UNKNOWN The currency of the account.
An unique custom RootFi ID made from platform's unique_id.
The ID of the company in the accounting platform
The date at which RootFi first synced this data
The unique ID we assign for that data's information
The latest date at which RootFi updated this data
The currency code.
The hash of the data
The exchange rate for the currency.
Whether the currency is the base currency for the company.
The name of the currency
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The date at which the data was deleted in the accounting platform
The symbol that represents the currency. Not applicable for many currencies.
The last ISO 8601 timestamp that the data was updated at.
The currency id of the account
The current balance of the account
The hash of the data
Description of the account
Name of the account
The nominal code of the account
The parent account of the account.
An unique custom RootFi ID made from platform's unique_id.
The ID of the company in the accounting platform
The date at which RootFi first synced this data
The unique ID we assign for that data's information
The latest date at which RootFi updated this data
The category of the account
ASSET, EXPENSE, LIABILITY, EQUITY, INCOME, BANK, UNKNOWN The currency id of the account
The current balance of the account
The hash of the data
Description of the account
Name of the account
The nominal code of the account
The parent account id of the account
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The date at which the data was deleted in the accounting platform
The status of the account
The sub category of the account
The date the account was last updated
The parent account id of the account
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The date at which the data was deleted in the accounting platform
The status of the account
The sub category of the account
The date the account was last updated
The account id of the bank account
The amount of the bank account
The contact of the bank transaction.
An unique custom RootFi ID made from platform's unique_id.
The ID of the company in the accounting platform
The date at which RootFi first synced this data
The unique ID we assign for that data's information
The latest date at which RootFi updated this data
Addresses for the contact
The city of the address
The country of the address
The locality of the address
The pincode of the address
The platform ID of the contact
The RootFi ID of the contact
The state of the address
The street of the address
Name of the contact person for the contact
The type of contact. Values are either CUSTOMER or VENDOR
CUSTOMER, VENDOR The ISO-4217 currency code
The hash of the data
External links for the contact
The link to the contact
The platform ID of the contact
The RootFi ID of the contact
The type of the link.
EMAIL, WEBSITE Name of the contact
Phone numbers for the contact
The number to the contact
The platform ID of the contact
The RootFi ID of the contact
The type of the link.
MOBILE, TELEPHONE, FAX The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
Contact’s identifying number
The date at which the data was deleted in the accounting platform
The status of the contact. Values are ACTIVE, ARCHIVED, UNKNOWN
ACTIVE, ARCHIVED, UNKNOWN Contact’s tax number
The date the contact was last updated
The contact id of the bank account
The currency of the account.
An unique custom RootFi ID made from platform's unique_id.
The ID of the company in the accounting platform
The date at which RootFi first synced this data
The unique ID we assign for that data's information
The latest date at which RootFi updated this data
The currency code.
The hash of the data
The exchange rate for the currency.
Whether the currency is the base currency for the company.
The name of the currency
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The date at which the data was deleted in the accounting platform
The symbol that represents the currency. Not applicable for many currencies.
The last ISO 8601 timestamp that the data was updated at.
The currency id of the bank account
The currency rate of the bank account
The hash of the data
The debit or credit of the bank account
The from account of the bank transaction.
An unique custom RootFi ID made from platform's unique_id.
The ID of the company in the accounting platform
The date at which RootFi first synced this data
The unique ID we assign for that data's information
The latest date at which RootFi updated this data
Name of the bank account
The bank account number
Balance of the bank account
The category of the bank account
The currency of the bank account.
An unique custom RootFi ID made from platform's unique_id.
The ID of the company in the accounting platform
The date at which RootFi first synced this data
The unique ID we assign for that data's information
The latest date at which RootFi updated this data
The currency code.
The hash of the data
The exchange rate for the currency.
Whether the currency is the base currency for the company.
The name of the currency
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The date at which the data was deleted in the accounting platform
The symbol that represents the currency. Not applicable for many currencies.
The last ISO 8601 timestamp that the data was updated at.
The currency id of the bank account
The hash of the data
The name of the bank account
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The date at which the data was deleted in the accounting platform
The last ISO 8601 timestamp that the data was updated at
The from account id of the bank account
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The date at which the data was deleted in the accounting platform
The status of the bank account
The to account of the bank transaction.
An unique custom RootFi ID made from platform's unique_id.
The ID of the company in the accounting platform
The date at which RootFi first synced this data
The unique ID we assign for that data's information
The latest date at which RootFi updated this data
Name of the bank account
The bank account number
Balance of the bank account
The category of the bank account
The currency of the bank account.
An unique custom RootFi ID made from platform's unique_id.
The ID of the company in the accounting platform
The date at which RootFi first synced this data
The unique ID we assign for that data's information
The latest date at which RootFi updated this data
The currency code.
The hash of the data
The exchange rate for the currency.
Whether the currency is the base currency for the company.
The name of the currency
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The date at which the data was deleted in the accounting platform
The symbol that represents the currency. Not applicable for many currencies.
The last ISO 8601 timestamp that the data was updated at.
The currency id of the bank account
The hash of the data
The name of the bank account
The ID of the data in the accounting platform.
A JSON containing fields that you can directly get from the accounting platform.
The date at which the data was deleted in the accounting platform
The last ISO 8601 timestamp that the data was updated at
The to account id of the bank account
The transaction date of the bank account
The type of the bank account
The updated at of the bank account
The sync id of the request