curl --request POST \
--url https://sandbox.hurdlr.com/rest/v5/banks/transactions \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: */*' \
--data '
{
"transactions": [
{
"apiTransactionId": "1123144594",
"amount": 500.39,
"description": "United Airlines",
"apiAccountId": "fe3mko324njdw",
"date": "2023-11-07T05:31:56Z",
"reviewStatus": "PARTNER_REVIEW_REQUIRED",
"plaidPersonalFinanceCategory": "FOOD_AND_DRINK_COFFEE",
"finicityCategoryName": "Air Travel",
"segmintCategoryName": "Air Travel",
"spadeCategoryName": "Air Travel",
"unitType": "adjustmentTransaction",
"merchantCategoryCode": 2741,
"bankAccountId": 459043850,
"apiAccountNo": "5435",
"apiAccountName": "Citi Premier Card",
"apiAccountType": "CREDIT",
"apiInstitutionId": "Citi",
"customData": {},
"userAccess": "NONE",
"accountantAccess": "NONE",
"currencyType": "USD",
"revenueAccountIdOverride": 123,
"expenseCategoryOverride": {
"id": "<string>",
"companyId": "<string>",
"name": "<string>",
"account": {
"id": "<string>",
"companyId": "<string>",
"accountNo": "<string>",
"parentAccountNo": "<string>",
"name": "<string>",
"type": "ASSET",
"level": 123,
"hasChilds": true,
"isContra": true,
"assetType": "CASH",
"liabType": "AP",
"equityType": "CAPITAL",
"taxCategory": {
"id": "<string>",
"name": "<string>",
"displayName": "<string>",
"taxCategorySchedC1040Name": "<string>",
"taxCategory1065Name": "<string>",
"taxCategory1120Name": "<string>",
"taxCategory1120SName": "<string>",
"taxCategoryT2125Name": "<string>",
"form1040SchedCLineNumber": "<string>",
"form1040SchedCDisplayName": "<string>",
"t2125LineNumber": "<string>",
"t2125DisplayName": "<string>",
"form1065LineNumber": "<string>",
"form1065DisplayName": "<string>",
"form1120SLineNumber": "<string>",
"form1120SDisplayName": "<string>",
"entityId": 123
},
"taxCategoryName": "<string>",
"extensionId": "<string>",
"level0No": "<string>",
"level0Name": "<string>",
"level1No": "<string>",
"level1Name": "<string>",
"level2No": "<string>",
"level2Name": "<string>",
"level3No": "<string>",
"level3Name": "<string>",
"status": "ACTIVE",
"incomeType": "SERVICE_INCOME",
"systemGenerated": true,
"idPrefix": "COMPANY",
"cogsorExpenseType": "MERCHANT_FEE",
"cfstype": "OPERATING",
"externalId": "<string>"
},
"isCore": true,
"fixedAssetAccount": {
"id": "<string>",
"companyId": "<string>",
"accountNo": "<string>",
"parentAccountNo": "<string>",
"name": "<string>",
"type": "ASSET",
"level": 123,
"hasChilds": true,
"isContra": true,
"assetType": "CASH",
"liabType": "AP",
"equityType": "CAPITAL",
"taxCategory": {
"id": "<string>",
"name": "<string>",
"displayName": "<string>",
"taxCategorySchedC1040Name": "<string>",
"taxCategory1065Name": "<string>",
"taxCategory1120Name": "<string>",
"taxCategory1120SName": "<string>",
"taxCategoryT2125Name": "<string>",
"form1040SchedCLineNumber": "<string>",
"form1040SchedCDisplayName": "<string>",
"t2125LineNumber": "<string>",
"t2125DisplayName": "<string>",
"form1065LineNumber": "<string>",
"form1065DisplayName": "<string>",
"form1120SLineNumber": "<string>",
"form1120SDisplayName": "<string>",
"entityId": 123
},
"taxCategoryName": "<string>",
"extensionId": "<string>",
"level0No": "<string>",
"level0Name": "<string>",
"level1No": "<string>",
"level1Name": "<string>",
"level2No": "<string>",
"level2Name": "<string>",
"level3No": "<string>",
"level3Name": "<string>",
"status": "ACTIVE",
"incomeType": "SERVICE_INCOME",
"systemGenerated": true,
"idPrefix": "COMPANY",
"cogsorExpenseType": "MERCHANT_FEE",
"cfstype": "OPERATING",
"externalId": "<string>"
},
"isSuspense": true,
"hasChilds": true,
"level": 123,
"status": "ACTIVE",
"systemGenerated": true,
"precedence": 123,
"categoryNo": "<string>",
"parentCategoryNo": "<string>",
"parentCategory": "<unknown>",
"apiCategoryId": "<string>",
"apiName": "GOOGLELOGIN",
"extensionId": "<string>",
"idPrefix": "COMPANY",
"nameColumnNameForPagination": "<string>",
"externalId": "<string>"
}
}
]
}
'[
{
"result": "SUCCESS",
"errors": {
"fieldErrors": {},
"globalErrors": [
{
"type": "DUPLICATE",
"errorMessage": "<string>"
}
]
},
"id": "<string>",
"webhook": {
"userId": "<string>",
"accountantUserId": "<string>",
"type": "ENTITY_UPDATE"
}
}
]Push new transactions directly from a bank into the Tight API
curl --request POST \
--url https://sandbox.hurdlr.com/rest/v5/banks/transactions \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: */*' \
--data '
{
"transactions": [
{
"apiTransactionId": "1123144594",
"amount": 500.39,
"description": "United Airlines",
"apiAccountId": "fe3mko324njdw",
"date": "2023-11-07T05:31:56Z",
"reviewStatus": "PARTNER_REVIEW_REQUIRED",
"plaidPersonalFinanceCategory": "FOOD_AND_DRINK_COFFEE",
"finicityCategoryName": "Air Travel",
"segmintCategoryName": "Air Travel",
"spadeCategoryName": "Air Travel",
"unitType": "adjustmentTransaction",
"merchantCategoryCode": 2741,
"bankAccountId": 459043850,
"apiAccountNo": "5435",
"apiAccountName": "Citi Premier Card",
"apiAccountType": "CREDIT",
"apiInstitutionId": "Citi",
"customData": {},
"userAccess": "NONE",
"accountantAccess": "NONE",
"currencyType": "USD",
"revenueAccountIdOverride": 123,
"expenseCategoryOverride": {
"id": "<string>",
"companyId": "<string>",
"name": "<string>",
"account": {
"id": "<string>",
"companyId": "<string>",
"accountNo": "<string>",
"parentAccountNo": "<string>",
"name": "<string>",
"type": "ASSET",
"level": 123,
"hasChilds": true,
"isContra": true,
"assetType": "CASH",
"liabType": "AP",
"equityType": "CAPITAL",
"taxCategory": {
"id": "<string>",
"name": "<string>",
"displayName": "<string>",
"taxCategorySchedC1040Name": "<string>",
"taxCategory1065Name": "<string>",
"taxCategory1120Name": "<string>",
"taxCategory1120SName": "<string>",
"taxCategoryT2125Name": "<string>",
"form1040SchedCLineNumber": "<string>",
"form1040SchedCDisplayName": "<string>",
"t2125LineNumber": "<string>",
"t2125DisplayName": "<string>",
"form1065LineNumber": "<string>",
"form1065DisplayName": "<string>",
"form1120SLineNumber": "<string>",
"form1120SDisplayName": "<string>",
"entityId": 123
},
"taxCategoryName": "<string>",
"extensionId": "<string>",
"level0No": "<string>",
"level0Name": "<string>",
"level1No": "<string>",
"level1Name": "<string>",
"level2No": "<string>",
"level2Name": "<string>",
"level3No": "<string>",
"level3Name": "<string>",
"status": "ACTIVE",
"incomeType": "SERVICE_INCOME",
"systemGenerated": true,
"idPrefix": "COMPANY",
"cogsorExpenseType": "MERCHANT_FEE",
"cfstype": "OPERATING",
"externalId": "<string>"
},
"isCore": true,
"fixedAssetAccount": {
"id": "<string>",
"companyId": "<string>",
"accountNo": "<string>",
"parentAccountNo": "<string>",
"name": "<string>",
"type": "ASSET",
"level": 123,
"hasChilds": true,
"isContra": true,
"assetType": "CASH",
"liabType": "AP",
"equityType": "CAPITAL",
"taxCategory": {
"id": "<string>",
"name": "<string>",
"displayName": "<string>",
"taxCategorySchedC1040Name": "<string>",
"taxCategory1065Name": "<string>",
"taxCategory1120Name": "<string>",
"taxCategory1120SName": "<string>",
"taxCategoryT2125Name": "<string>",
"form1040SchedCLineNumber": "<string>",
"form1040SchedCDisplayName": "<string>",
"t2125LineNumber": "<string>",
"t2125DisplayName": "<string>",
"form1065LineNumber": "<string>",
"form1065DisplayName": "<string>",
"form1120SLineNumber": "<string>",
"form1120SDisplayName": "<string>",
"entityId": 123
},
"taxCategoryName": "<string>",
"extensionId": "<string>",
"level0No": "<string>",
"level0Name": "<string>",
"level1No": "<string>",
"level1Name": "<string>",
"level2No": "<string>",
"level2Name": "<string>",
"level3No": "<string>",
"level3Name": "<string>",
"status": "ACTIVE",
"incomeType": "SERVICE_INCOME",
"systemGenerated": true,
"idPrefix": "COMPANY",
"cogsorExpenseType": "MERCHANT_FEE",
"cfstype": "OPERATING",
"externalId": "<string>"
},
"isSuspense": true,
"hasChilds": true,
"level": 123,
"status": "ACTIVE",
"systemGenerated": true,
"precedence": 123,
"categoryNo": "<string>",
"parentCategoryNo": "<string>",
"parentCategory": "<unknown>",
"apiCategoryId": "<string>",
"apiName": "GOOGLELOGIN",
"extensionId": "<string>",
"idPrefix": "COMPANY",
"nameColumnNameForPagination": "<string>",
"externalId": "<string>"
}
}
]
}
'[
{
"result": "SUCCESS",
"errors": {
"fieldErrors": {},
"globalErrors": [
{
"type": "DUPLICATE",
"errorMessage": "<string>"
}
]
},
"id": "<string>",
"webhook": {
"userId": "<string>",
"accountantUserId": "<string>",
"type": "ENTITY_UPDATE"
}
}
]The access token received from the authorization server in the OAuth 2.0 flow.
Transaction data
Parameters for a list of transaction(s) V5 endpoint
List of transactions
Show child attributes
Successful operation