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  • Unified company properties: The model unifies essential company details, such as name, legal name, base currency, and registration number, allowing for easy access to and management of company information from different platforms.
  • Comprehensive contact information: Retrieve company addresses, external links, and phone numbers for a complete view of company contacts.
  • Financial year tracking: Monitor the company’s financial year start date for accurate reporting and analysis.

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Properties Supported

PropertyTypeDescription
platform_idstringThe Platform’s ID for the company
namestringThe company name
legal_namestringLegal name of the company
base_currencystringThe primary currency of the company
fiscal_start_atdateThe starting date of the Financial year for this company
org_created_atdateDate the record was created in the RootFi system.
registration_numberstringReference of the registration number
tax_numberstringCompany tax number
updated_atdateThe date at which the information was updated on the accounting platform

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Expandable Attributes

You can expand the following attributes to get the related data
PropertyData ModelDescription
phone_numbersPhone NumbersList of phone number for the company
addressesAddressesList of addresses for the company
external_linksExternal LinksList of external links for the company

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Phone Numbers

PropertyTypeDescription
platform_idstringThe Platform's ID for the phone number
data_modelstringThe data model to which this number is linked. Values are: COMPANY_INFO, CONTACTS
data_model_idstringThe unique identifier for the data model associated with this number
numberstringThe number of the contact person.
typeenumThe type of the number. Values are: MOBILE, TELEPHONE, FAX.
updated_atdateThe date and time at which the number information was last updated in the accounting platform

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Addresses

PropertyTypeDescription
platform_idstringPlatform's ID for the address
typeenumThe type of address. Values are: BILLING, SHIPPING.
data_modelstringThe data model to which this address is linked. Values are COMPANY_INFO, CONTACTS, INVOICES, BILLS, EXPENSES, BILL_CREDIT_NOTES, INVOICE_CREDIT_NOTES, SALES_ORDERS, PURCHASE_ORDERS
data_model_idstringThe unique identifier for the data model associated with this address
streetstringThe street information of the address
localitystringThe locality or neighborhood information of the address
citystringThe city information of the address
statestringThe state or region information of the address
countrystringThe country information of the address
pincodestringThe postal or zip code of the address
updated_atdateThe date and time at which the address information was last updated in the accounting platform
PropertyTypeDescription
platform_idstringThe Platform's ID for the external link
data_modelstringThe data model to which this link is related. Values are: COMPANY_INFO, CONTACTS
data_model_idstringThe unique identifier for the data model associated with this link
linkstringThe URL or email data.
typeenumThe type of link. Values are: WEBSITE, EMAIL.
updated_atdateThe date and time at which the link information was last updated in the accounting platform
{
  "platform_id": "1234567890123456789"
  "name": "RootFi",
  "legal_name": "RootFi Inc.",
  "base_currency": "INR",
  "fiscal_start_at": "2023-12-31T00:00:00.000Z",
  "org_created_at": "2023-12-31T00:00:00.000Z",
  "registration_number": "07CEUPK5322M1ZX",
  "tax_number": "ODSPS1279G",
  "updated_at": "2023-12-31T00:00:00.000Z"
}