Insert transactions
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",
"plaidPersonalFinanceCategory": "FOOD_AND_DRINK_COFFEE",
"finicityCategoryName": "Air Travel",
"segmintCategoryName": "Air Travel",
"spadeCategoryName": "Air Travel",
"merchantCategoryCode": 2741,
"bankAccountId": 459043850,
"apiAccountNo": "5435",
"apiAccountName": "Citi Premier Card",
"apiAccountType": "CREDIT",
"apiInstitutionId": "Citi",
"customData": {},
"expenseCategoryOverride": {
"id": "<string>",
"companyId": "<string>",
"name": "<string>",
"account": {
"id": "<string>",
"companyId": "<string>",
"accountNo": "<string>",
"parentAccountNo": "<string>",
"name": "<string>",
"level": 123,
"hasChilds": true,
"isContra": true,
"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>",
"systemGenerated": true,
"companyIdLong": 123,
"customerPartnerId": 123,
"createdDate": "2023-11-07T05:31:56Z",
"externalId": "<string>"
},
"isCore": true,
"fixedAssetAccount": {
"id": "<string>",
"companyId": "<string>",
"accountNo": "<string>",
"parentAccountNo": "<string>",
"name": "<string>",
"level": 123,
"hasChilds": true,
"isContra": true,
"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>",
"systemGenerated": true,
"companyIdLong": 123,
"customerPartnerId": 123,
"createdDate": "2023-11-07T05:31:56Z",
"externalId": "<string>"
},
"isSuspense": true,
"hasChilds": true,
"level": 123,
"systemGenerated": true,
"precedence": 123,
"categoryNo": "<string>",
"parentCategoryNo": "<string>",
"parentCategory": "<unknown>",
"apiCategoryId": "<string>",
"extensionId": "<string>",
"nameColumnNameForPagination": "<string>",
"externalId": "<string>"
},
"revenueAccountIdOverride": 123
}
]
}
'import requests
url = "https://sandbox.hurdlr.com/rest/v5/banks/transactions"
payload = { "transactions": [
{
"apiTransactionId": "1123144594",
"amount": 500.39,
"description": "United Airlines",
"apiAccountId": "fe3mko324njdw",
"date": "2023-11-07T05:31:56Z",
"plaidPersonalFinanceCategory": "FOOD_AND_DRINK_COFFEE",
"finicityCategoryName": "Air Travel",
"segmintCategoryName": "Air Travel",
"spadeCategoryName": "Air Travel",
"merchantCategoryCode": 2741,
"bankAccountId": 459043850,
"apiAccountNo": "5435",
"apiAccountName": "Citi Premier Card",
"apiAccountType": "CREDIT",
"apiInstitutionId": "Citi",
"customData": {},
"expenseCategoryOverride": {
"id": "<string>",
"companyId": "<string>",
"name": "<string>",
"account": {
"id": "<string>",
"companyId": "<string>",
"accountNo": "<string>",
"parentAccountNo": "<string>",
"name": "<string>",
"level": 123,
"hasChilds": True,
"isContra": True,
"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>",
"systemGenerated": True,
"companyIdLong": 123,
"customerPartnerId": 123,
"createdDate": "2023-11-07T05:31:56Z",
"externalId": "<string>"
},
"isCore": True,
"fixedAssetAccount": {
"id": "<string>",
"companyId": "<string>",
"accountNo": "<string>",
"parentAccountNo": "<string>",
"name": "<string>",
"level": 123,
"hasChilds": True,
"isContra": True,
"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>",
"systemGenerated": True,
"companyIdLong": 123,
"customerPartnerId": 123,
"createdDate": "2023-11-07T05:31:56Z",
"externalId": "<string>"
},
"isSuspense": True,
"hasChilds": True,
"level": 123,
"systemGenerated": True,
"precedence": 123,
"categoryNo": "<string>",
"parentCategoryNo": "<string>",
"parentCategory": "<unknown>",
"apiCategoryId": "<string>",
"extensionId": "<string>",
"nameColumnNameForPagination": "<string>",
"externalId": "<string>"
},
"revenueAccountIdOverride": 123
}
] }
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "*/*"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': '*/*'},
body: JSON.stringify({
transactions: [
{
apiTransactionId: '1123144594',
amount: 500.39,
description: 'United Airlines',
apiAccountId: 'fe3mko324njdw',
date: '2023-11-07T05:31:56Z',
plaidPersonalFinanceCategory: 'FOOD_AND_DRINK_COFFEE',
finicityCategoryName: 'Air Travel',
segmintCategoryName: 'Air Travel',
spadeCategoryName: 'Air Travel',
merchantCategoryCode: 2741,
bankAccountId: 459043850,
apiAccountNo: '5435',
apiAccountName: 'Citi Premier Card',
apiAccountType: 'CREDIT',
apiInstitutionId: 'Citi',
customData: {},
expenseCategoryOverride: {
id: '<string>',
companyId: '<string>',
name: '<string>',
account: {
id: '<string>',
companyId: '<string>',
accountNo: '<string>',
parentAccountNo: '<string>',
name: '<string>',
level: 123,
hasChilds: true,
isContra: true,
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>',
systemGenerated: true,
companyIdLong: 123,
customerPartnerId: 123,
createdDate: '2023-11-07T05:31:56Z',
externalId: '<string>'
},
isCore: true,
fixedAssetAccount: {
id: '<string>',
companyId: '<string>',
accountNo: '<string>',
parentAccountNo: '<string>',
name: '<string>',
level: 123,
hasChilds: true,
isContra: true,
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>',
systemGenerated: true,
companyIdLong: 123,
customerPartnerId: 123,
createdDate: '2023-11-07T05:31:56Z',
externalId: '<string>'
},
isSuspense: true,
hasChilds: true,
level: 123,
systemGenerated: true,
precedence: 123,
categoryNo: '<string>',
parentCategoryNo: '<string>',
parentCategory: '<unknown>',
apiCategoryId: '<string>',
extensionId: '<string>',
nameColumnNameForPagination: '<string>',
externalId: '<string>'
},
revenueAccountIdOverride: 123
}
]
})
};
fetch('https://sandbox.hurdlr.com/rest/v5/banks/transactions', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://sandbox.hurdlr.com/rest/v5/banks/transactions",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'transactions' => [
[
'apiTransactionId' => '1123144594',
'amount' => 500.39,
'description' => 'United Airlines',
'apiAccountId' => 'fe3mko324njdw',
'date' => '2023-11-07T05:31:56Z',
'plaidPersonalFinanceCategory' => 'FOOD_AND_DRINK_COFFEE',
'finicityCategoryName' => 'Air Travel',
'segmintCategoryName' => 'Air Travel',
'spadeCategoryName' => 'Air Travel',
'merchantCategoryCode' => 2741,
'bankAccountId' => 459043850,
'apiAccountNo' => '5435',
'apiAccountName' => 'Citi Premier Card',
'apiAccountType' => 'CREDIT',
'apiInstitutionId' => 'Citi',
'customData' => [
],
'expenseCategoryOverride' => [
'id' => '<string>',
'companyId' => '<string>',
'name' => '<string>',
'account' => [
'id' => '<string>',
'companyId' => '<string>',
'accountNo' => '<string>',
'parentAccountNo' => '<string>',
'name' => '<string>',
'level' => 123,
'hasChilds' => true,
'isContra' => true,
'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>',
'systemGenerated' => true,
'companyIdLong' => 123,
'customerPartnerId' => 123,
'createdDate' => '2023-11-07T05:31:56Z',
'externalId' => '<string>'
],
'isCore' => true,
'fixedAssetAccount' => [
'id' => '<string>',
'companyId' => '<string>',
'accountNo' => '<string>',
'parentAccountNo' => '<string>',
'name' => '<string>',
'level' => 123,
'hasChilds' => true,
'isContra' => true,
'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>',
'systemGenerated' => true,
'companyIdLong' => 123,
'customerPartnerId' => 123,
'createdDate' => '2023-11-07T05:31:56Z',
'externalId' => '<string>'
],
'isSuspense' => true,
'hasChilds' => true,
'level' => 123,
'systemGenerated' => true,
'precedence' => 123,
'categoryNo' => '<string>',
'parentCategoryNo' => '<string>',
'parentCategory' => '<unknown>',
'apiCategoryId' => '<string>',
'extensionId' => '<string>',
'nameColumnNameForPagination' => '<string>',
'externalId' => '<string>'
],
'revenueAccountIdOverride' => 123
]
]
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: */*"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://sandbox.hurdlr.com/rest/v5/banks/transactions"
payload := strings.NewReader("{\n \"transactions\": [\n {\n \"apiTransactionId\": \"1123144594\",\n \"amount\": 500.39,\n \"description\": \"United Airlines\",\n \"apiAccountId\": \"fe3mko324njdw\",\n \"date\": \"2023-11-07T05:31:56Z\",\n \"plaidPersonalFinanceCategory\": \"FOOD_AND_DRINK_COFFEE\",\n \"finicityCategoryName\": \"Air Travel\",\n \"segmintCategoryName\": \"Air Travel\",\n \"spadeCategoryName\": \"Air Travel\",\n \"merchantCategoryCode\": 2741,\n \"bankAccountId\": 459043850,\n \"apiAccountNo\": \"5435\",\n \"apiAccountName\": \"Citi Premier Card\",\n \"apiAccountType\": \"CREDIT\",\n \"apiInstitutionId\": \"Citi\",\n \"customData\": {},\n \"expenseCategoryOverride\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"name\": \"<string>\",\n \"account\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"accountNo\": \"<string>\",\n \"parentAccountNo\": \"<string>\",\n \"name\": \"<string>\",\n \"level\": 123,\n \"hasChilds\": true,\n \"isContra\": true,\n \"taxCategory\": {\n \"id\": \"<string>\",\n \"name\": \"<string>\",\n \"displayName\": \"<string>\",\n \"taxCategorySchedC1040Name\": \"<string>\",\n \"taxCategory1065Name\": \"<string>\",\n \"taxCategory1120Name\": \"<string>\",\n \"taxCategory1120SName\": \"<string>\",\n \"taxCategoryT2125Name\": \"<string>\",\n \"form1040SchedCLineNumber\": \"<string>\",\n \"form1040SchedCDisplayName\": \"<string>\",\n \"t2125LineNumber\": \"<string>\",\n \"t2125DisplayName\": \"<string>\",\n \"form1065LineNumber\": \"<string>\",\n \"form1065DisplayName\": \"<string>\",\n \"form1120SLineNumber\": \"<string>\",\n \"form1120SDisplayName\": \"<string>\",\n \"entityId\": 123\n },\n \"taxCategoryName\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"level0No\": \"<string>\",\n \"level0Name\": \"<string>\",\n \"level1No\": \"<string>\",\n \"level1Name\": \"<string>\",\n \"level2No\": \"<string>\",\n \"level2Name\": \"<string>\",\n \"level3No\": \"<string>\",\n \"level3Name\": \"<string>\",\n \"systemGenerated\": true,\n \"companyIdLong\": 123,\n \"customerPartnerId\": 123,\n \"createdDate\": \"2023-11-07T05:31:56Z\",\n \"externalId\": \"<string>\"\n },\n \"isCore\": true,\n \"fixedAssetAccount\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"accountNo\": \"<string>\",\n \"parentAccountNo\": \"<string>\",\n \"name\": \"<string>\",\n \"level\": 123,\n \"hasChilds\": true,\n \"isContra\": true,\n \"taxCategory\": {\n \"id\": \"<string>\",\n \"name\": \"<string>\",\n \"displayName\": \"<string>\",\n \"taxCategorySchedC1040Name\": \"<string>\",\n \"taxCategory1065Name\": \"<string>\",\n \"taxCategory1120Name\": \"<string>\",\n \"taxCategory1120SName\": \"<string>\",\n \"taxCategoryT2125Name\": \"<string>\",\n \"form1040SchedCLineNumber\": \"<string>\",\n \"form1040SchedCDisplayName\": \"<string>\",\n \"t2125LineNumber\": \"<string>\",\n \"t2125DisplayName\": \"<string>\",\n \"form1065LineNumber\": \"<string>\",\n \"form1065DisplayName\": \"<string>\",\n \"form1120SLineNumber\": \"<string>\",\n \"form1120SDisplayName\": \"<string>\",\n \"entityId\": 123\n },\n \"taxCategoryName\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"level0No\": \"<string>\",\n \"level0Name\": \"<string>\",\n \"level1No\": \"<string>\",\n \"level1Name\": \"<string>\",\n \"level2No\": \"<string>\",\n \"level2Name\": \"<string>\",\n \"level3No\": \"<string>\",\n \"level3Name\": \"<string>\",\n \"systemGenerated\": true,\n \"companyIdLong\": 123,\n \"customerPartnerId\": 123,\n \"createdDate\": \"2023-11-07T05:31:56Z\",\n \"externalId\": \"<string>\"\n },\n \"isSuspense\": true,\n \"hasChilds\": true,\n \"level\": 123,\n \"systemGenerated\": true,\n \"precedence\": 123,\n \"categoryNo\": \"<string>\",\n \"parentCategoryNo\": \"<string>\",\n \"parentCategory\": \"<unknown>\",\n \"apiCategoryId\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"nameColumnNameForPagination\": \"<string>\",\n \"externalId\": \"<string>\"\n },\n \"revenueAccountIdOverride\": 123\n }\n ]\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "*/*")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://sandbox.hurdlr.com/rest/v5/banks/transactions")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "*/*")
.body("{\n \"transactions\": [\n {\n \"apiTransactionId\": \"1123144594\",\n \"amount\": 500.39,\n \"description\": \"United Airlines\",\n \"apiAccountId\": \"fe3mko324njdw\",\n \"date\": \"2023-11-07T05:31:56Z\",\n \"plaidPersonalFinanceCategory\": \"FOOD_AND_DRINK_COFFEE\",\n \"finicityCategoryName\": \"Air Travel\",\n \"segmintCategoryName\": \"Air Travel\",\n \"spadeCategoryName\": \"Air Travel\",\n \"merchantCategoryCode\": 2741,\n \"bankAccountId\": 459043850,\n \"apiAccountNo\": \"5435\",\n \"apiAccountName\": \"Citi Premier Card\",\n \"apiAccountType\": \"CREDIT\",\n \"apiInstitutionId\": \"Citi\",\n \"customData\": {},\n \"expenseCategoryOverride\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"name\": \"<string>\",\n \"account\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"accountNo\": \"<string>\",\n \"parentAccountNo\": \"<string>\",\n \"name\": \"<string>\",\n \"level\": 123,\n \"hasChilds\": true,\n \"isContra\": true,\n \"taxCategory\": {\n \"id\": \"<string>\",\n \"name\": \"<string>\",\n \"displayName\": \"<string>\",\n \"taxCategorySchedC1040Name\": \"<string>\",\n \"taxCategory1065Name\": \"<string>\",\n \"taxCategory1120Name\": \"<string>\",\n \"taxCategory1120SName\": \"<string>\",\n \"taxCategoryT2125Name\": \"<string>\",\n \"form1040SchedCLineNumber\": \"<string>\",\n \"form1040SchedCDisplayName\": \"<string>\",\n \"t2125LineNumber\": \"<string>\",\n \"t2125DisplayName\": \"<string>\",\n \"form1065LineNumber\": \"<string>\",\n \"form1065DisplayName\": \"<string>\",\n \"form1120SLineNumber\": \"<string>\",\n \"form1120SDisplayName\": \"<string>\",\n \"entityId\": 123\n },\n \"taxCategoryName\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"level0No\": \"<string>\",\n \"level0Name\": \"<string>\",\n \"level1No\": \"<string>\",\n \"level1Name\": \"<string>\",\n \"level2No\": \"<string>\",\n \"level2Name\": \"<string>\",\n \"level3No\": \"<string>\",\n \"level3Name\": \"<string>\",\n \"systemGenerated\": true,\n \"companyIdLong\": 123,\n \"customerPartnerId\": 123,\n \"createdDate\": \"2023-11-07T05:31:56Z\",\n \"externalId\": \"<string>\"\n },\n \"isCore\": true,\n \"fixedAssetAccount\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"accountNo\": \"<string>\",\n \"parentAccountNo\": \"<string>\",\n \"name\": \"<string>\",\n \"level\": 123,\n \"hasChilds\": true,\n \"isContra\": true,\n \"taxCategory\": {\n \"id\": \"<string>\",\n \"name\": \"<string>\",\n \"displayName\": \"<string>\",\n \"taxCategorySchedC1040Name\": \"<string>\",\n \"taxCategory1065Name\": \"<string>\",\n \"taxCategory1120Name\": \"<string>\",\n \"taxCategory1120SName\": \"<string>\",\n \"taxCategoryT2125Name\": \"<string>\",\n \"form1040SchedCLineNumber\": \"<string>\",\n \"form1040SchedCDisplayName\": \"<string>\",\n \"t2125LineNumber\": \"<string>\",\n \"t2125DisplayName\": \"<string>\",\n \"form1065LineNumber\": \"<string>\",\n \"form1065DisplayName\": \"<string>\",\n \"form1120SLineNumber\": \"<string>\",\n \"form1120SDisplayName\": \"<string>\",\n \"entityId\": 123\n },\n \"taxCategoryName\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"level0No\": \"<string>\",\n \"level0Name\": \"<string>\",\n \"level1No\": \"<string>\",\n \"level1Name\": \"<string>\",\n \"level2No\": \"<string>\",\n \"level2Name\": \"<string>\",\n \"level3No\": \"<string>\",\n \"level3Name\": \"<string>\",\n \"systemGenerated\": true,\n \"companyIdLong\": 123,\n \"customerPartnerId\": 123,\n \"createdDate\": \"2023-11-07T05:31:56Z\",\n \"externalId\": \"<string>\"\n },\n \"isSuspense\": true,\n \"hasChilds\": true,\n \"level\": 123,\n \"systemGenerated\": true,\n \"precedence\": 123,\n \"categoryNo\": \"<string>\",\n \"parentCategoryNo\": \"<string>\",\n \"parentCategory\": \"<unknown>\",\n \"apiCategoryId\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"nameColumnNameForPagination\": \"<string>\",\n \"externalId\": \"<string>\"\n },\n \"revenueAccountIdOverride\": 123\n }\n ]\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://sandbox.hurdlr.com/rest/v5/banks/transactions")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = '*/*'
request.body = "{\n \"transactions\": [\n {\n \"apiTransactionId\": \"1123144594\",\n \"amount\": 500.39,\n \"description\": \"United Airlines\",\n \"apiAccountId\": \"fe3mko324njdw\",\n \"date\": \"2023-11-07T05:31:56Z\",\n \"plaidPersonalFinanceCategory\": \"FOOD_AND_DRINK_COFFEE\",\n \"finicityCategoryName\": \"Air Travel\",\n \"segmintCategoryName\": \"Air Travel\",\n \"spadeCategoryName\": \"Air Travel\",\n \"merchantCategoryCode\": 2741,\n \"bankAccountId\": 459043850,\n \"apiAccountNo\": \"5435\",\n \"apiAccountName\": \"Citi Premier Card\",\n \"apiAccountType\": \"CREDIT\",\n \"apiInstitutionId\": \"Citi\",\n \"customData\": {},\n \"expenseCategoryOverride\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"name\": \"<string>\",\n \"account\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"accountNo\": \"<string>\",\n \"parentAccountNo\": \"<string>\",\n \"name\": \"<string>\",\n \"level\": 123,\n \"hasChilds\": true,\n \"isContra\": true,\n \"taxCategory\": {\n \"id\": \"<string>\",\n \"name\": \"<string>\",\n \"displayName\": \"<string>\",\n \"taxCategorySchedC1040Name\": \"<string>\",\n \"taxCategory1065Name\": \"<string>\",\n \"taxCategory1120Name\": \"<string>\",\n \"taxCategory1120SName\": \"<string>\",\n \"taxCategoryT2125Name\": \"<string>\",\n \"form1040SchedCLineNumber\": \"<string>\",\n \"form1040SchedCDisplayName\": \"<string>\",\n \"t2125LineNumber\": \"<string>\",\n \"t2125DisplayName\": \"<string>\",\n \"form1065LineNumber\": \"<string>\",\n \"form1065DisplayName\": \"<string>\",\n \"form1120SLineNumber\": \"<string>\",\n \"form1120SDisplayName\": \"<string>\",\n \"entityId\": 123\n },\n \"taxCategoryName\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"level0No\": \"<string>\",\n \"level0Name\": \"<string>\",\n \"level1No\": \"<string>\",\n \"level1Name\": \"<string>\",\n \"level2No\": \"<string>\",\n \"level2Name\": \"<string>\",\n \"level3No\": \"<string>\",\n \"level3Name\": \"<string>\",\n \"systemGenerated\": true,\n \"companyIdLong\": 123,\n \"customerPartnerId\": 123,\n \"createdDate\": \"2023-11-07T05:31:56Z\",\n \"externalId\": \"<string>\"\n },\n \"isCore\": true,\n \"fixedAssetAccount\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"accountNo\": \"<string>\",\n \"parentAccountNo\": \"<string>\",\n \"name\": \"<string>\",\n \"level\": 123,\n \"hasChilds\": true,\n \"isContra\": true,\n \"taxCategory\": {\n \"id\": \"<string>\",\n \"name\": \"<string>\",\n \"displayName\": \"<string>\",\n \"taxCategorySchedC1040Name\": \"<string>\",\n \"taxCategory1065Name\": \"<string>\",\n \"taxCategory1120Name\": \"<string>\",\n \"taxCategory1120SName\": \"<string>\",\n \"taxCategoryT2125Name\": \"<string>\",\n \"form1040SchedCLineNumber\": \"<string>\",\n \"form1040SchedCDisplayName\": \"<string>\",\n \"t2125LineNumber\": \"<string>\",\n \"t2125DisplayName\": \"<string>\",\n \"form1065LineNumber\": \"<string>\",\n \"form1065DisplayName\": \"<string>\",\n \"form1120SLineNumber\": \"<string>\",\n \"form1120SDisplayName\": \"<string>\",\n \"entityId\": 123\n },\n \"taxCategoryName\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"level0No\": \"<string>\",\n \"level0Name\": \"<string>\",\n \"level1No\": \"<string>\",\n \"level1Name\": \"<string>\",\n \"level2No\": \"<string>\",\n \"level2Name\": \"<string>\",\n \"level3No\": \"<string>\",\n \"level3Name\": \"<string>\",\n \"systemGenerated\": true,\n \"companyIdLong\": 123,\n \"customerPartnerId\": 123,\n \"createdDate\": \"2023-11-07T05:31:56Z\",\n \"externalId\": \"<string>\"\n },\n \"isSuspense\": true,\n \"hasChilds\": true,\n \"level\": 123,\n \"systemGenerated\": true,\n \"precedence\": 123,\n \"categoryNo\": \"<string>\",\n \"parentCategoryNo\": \"<string>\",\n \"parentCategory\": \"<unknown>\",\n \"apiCategoryId\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"nameColumnNameForPagination\": \"<string>\",\n \"externalId\": \"<string>\"\n },\n \"revenueAccountIdOverride\": 123\n }\n ]\n}"
response = http.request(request)
puts response.read_body[
{
"errors": {
"fieldErrors": {},
"globalErrors": [
{
"errorMessage": "<string>"
}
]
},
"id": "<string>",
"webhook": {
"userId": "<string>",
"accountantUserId": "<string>"
}
}
]Banks
Insert transactions
Push new transactions directly from a bank into the Tight API
POST
/
v5
/
banks
/
transactions
Insert transactions
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",
"plaidPersonalFinanceCategory": "FOOD_AND_DRINK_COFFEE",
"finicityCategoryName": "Air Travel",
"segmintCategoryName": "Air Travel",
"spadeCategoryName": "Air Travel",
"merchantCategoryCode": 2741,
"bankAccountId": 459043850,
"apiAccountNo": "5435",
"apiAccountName": "Citi Premier Card",
"apiAccountType": "CREDIT",
"apiInstitutionId": "Citi",
"customData": {},
"expenseCategoryOverride": {
"id": "<string>",
"companyId": "<string>",
"name": "<string>",
"account": {
"id": "<string>",
"companyId": "<string>",
"accountNo": "<string>",
"parentAccountNo": "<string>",
"name": "<string>",
"level": 123,
"hasChilds": true,
"isContra": true,
"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>",
"systemGenerated": true,
"companyIdLong": 123,
"customerPartnerId": 123,
"createdDate": "2023-11-07T05:31:56Z",
"externalId": "<string>"
},
"isCore": true,
"fixedAssetAccount": {
"id": "<string>",
"companyId": "<string>",
"accountNo": "<string>",
"parentAccountNo": "<string>",
"name": "<string>",
"level": 123,
"hasChilds": true,
"isContra": true,
"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>",
"systemGenerated": true,
"companyIdLong": 123,
"customerPartnerId": 123,
"createdDate": "2023-11-07T05:31:56Z",
"externalId": "<string>"
},
"isSuspense": true,
"hasChilds": true,
"level": 123,
"systemGenerated": true,
"precedence": 123,
"categoryNo": "<string>",
"parentCategoryNo": "<string>",
"parentCategory": "<unknown>",
"apiCategoryId": "<string>",
"extensionId": "<string>",
"nameColumnNameForPagination": "<string>",
"externalId": "<string>"
},
"revenueAccountIdOverride": 123
}
]
}
'import requests
url = "https://sandbox.hurdlr.com/rest/v5/banks/transactions"
payload = { "transactions": [
{
"apiTransactionId": "1123144594",
"amount": 500.39,
"description": "United Airlines",
"apiAccountId": "fe3mko324njdw",
"date": "2023-11-07T05:31:56Z",
"plaidPersonalFinanceCategory": "FOOD_AND_DRINK_COFFEE",
"finicityCategoryName": "Air Travel",
"segmintCategoryName": "Air Travel",
"spadeCategoryName": "Air Travel",
"merchantCategoryCode": 2741,
"bankAccountId": 459043850,
"apiAccountNo": "5435",
"apiAccountName": "Citi Premier Card",
"apiAccountType": "CREDIT",
"apiInstitutionId": "Citi",
"customData": {},
"expenseCategoryOverride": {
"id": "<string>",
"companyId": "<string>",
"name": "<string>",
"account": {
"id": "<string>",
"companyId": "<string>",
"accountNo": "<string>",
"parentAccountNo": "<string>",
"name": "<string>",
"level": 123,
"hasChilds": True,
"isContra": True,
"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>",
"systemGenerated": True,
"companyIdLong": 123,
"customerPartnerId": 123,
"createdDate": "2023-11-07T05:31:56Z",
"externalId": "<string>"
},
"isCore": True,
"fixedAssetAccount": {
"id": "<string>",
"companyId": "<string>",
"accountNo": "<string>",
"parentAccountNo": "<string>",
"name": "<string>",
"level": 123,
"hasChilds": True,
"isContra": True,
"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>",
"systemGenerated": True,
"companyIdLong": 123,
"customerPartnerId": 123,
"createdDate": "2023-11-07T05:31:56Z",
"externalId": "<string>"
},
"isSuspense": True,
"hasChilds": True,
"level": 123,
"systemGenerated": True,
"precedence": 123,
"categoryNo": "<string>",
"parentCategoryNo": "<string>",
"parentCategory": "<unknown>",
"apiCategoryId": "<string>",
"extensionId": "<string>",
"nameColumnNameForPagination": "<string>",
"externalId": "<string>"
},
"revenueAccountIdOverride": 123
}
] }
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "*/*"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': '*/*'},
body: JSON.stringify({
transactions: [
{
apiTransactionId: '1123144594',
amount: 500.39,
description: 'United Airlines',
apiAccountId: 'fe3mko324njdw',
date: '2023-11-07T05:31:56Z',
plaidPersonalFinanceCategory: 'FOOD_AND_DRINK_COFFEE',
finicityCategoryName: 'Air Travel',
segmintCategoryName: 'Air Travel',
spadeCategoryName: 'Air Travel',
merchantCategoryCode: 2741,
bankAccountId: 459043850,
apiAccountNo: '5435',
apiAccountName: 'Citi Premier Card',
apiAccountType: 'CREDIT',
apiInstitutionId: 'Citi',
customData: {},
expenseCategoryOverride: {
id: '<string>',
companyId: '<string>',
name: '<string>',
account: {
id: '<string>',
companyId: '<string>',
accountNo: '<string>',
parentAccountNo: '<string>',
name: '<string>',
level: 123,
hasChilds: true,
isContra: true,
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>',
systemGenerated: true,
companyIdLong: 123,
customerPartnerId: 123,
createdDate: '2023-11-07T05:31:56Z',
externalId: '<string>'
},
isCore: true,
fixedAssetAccount: {
id: '<string>',
companyId: '<string>',
accountNo: '<string>',
parentAccountNo: '<string>',
name: '<string>',
level: 123,
hasChilds: true,
isContra: true,
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>',
systemGenerated: true,
companyIdLong: 123,
customerPartnerId: 123,
createdDate: '2023-11-07T05:31:56Z',
externalId: '<string>'
},
isSuspense: true,
hasChilds: true,
level: 123,
systemGenerated: true,
precedence: 123,
categoryNo: '<string>',
parentCategoryNo: '<string>',
parentCategory: '<unknown>',
apiCategoryId: '<string>',
extensionId: '<string>',
nameColumnNameForPagination: '<string>',
externalId: '<string>'
},
revenueAccountIdOverride: 123
}
]
})
};
fetch('https://sandbox.hurdlr.com/rest/v5/banks/transactions', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://sandbox.hurdlr.com/rest/v5/banks/transactions",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'transactions' => [
[
'apiTransactionId' => '1123144594',
'amount' => 500.39,
'description' => 'United Airlines',
'apiAccountId' => 'fe3mko324njdw',
'date' => '2023-11-07T05:31:56Z',
'plaidPersonalFinanceCategory' => 'FOOD_AND_DRINK_COFFEE',
'finicityCategoryName' => 'Air Travel',
'segmintCategoryName' => 'Air Travel',
'spadeCategoryName' => 'Air Travel',
'merchantCategoryCode' => 2741,
'bankAccountId' => 459043850,
'apiAccountNo' => '5435',
'apiAccountName' => 'Citi Premier Card',
'apiAccountType' => 'CREDIT',
'apiInstitutionId' => 'Citi',
'customData' => [
],
'expenseCategoryOverride' => [
'id' => '<string>',
'companyId' => '<string>',
'name' => '<string>',
'account' => [
'id' => '<string>',
'companyId' => '<string>',
'accountNo' => '<string>',
'parentAccountNo' => '<string>',
'name' => '<string>',
'level' => 123,
'hasChilds' => true,
'isContra' => true,
'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>',
'systemGenerated' => true,
'companyIdLong' => 123,
'customerPartnerId' => 123,
'createdDate' => '2023-11-07T05:31:56Z',
'externalId' => '<string>'
],
'isCore' => true,
'fixedAssetAccount' => [
'id' => '<string>',
'companyId' => '<string>',
'accountNo' => '<string>',
'parentAccountNo' => '<string>',
'name' => '<string>',
'level' => 123,
'hasChilds' => true,
'isContra' => true,
'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>',
'systemGenerated' => true,
'companyIdLong' => 123,
'customerPartnerId' => 123,
'createdDate' => '2023-11-07T05:31:56Z',
'externalId' => '<string>'
],
'isSuspense' => true,
'hasChilds' => true,
'level' => 123,
'systemGenerated' => true,
'precedence' => 123,
'categoryNo' => '<string>',
'parentCategoryNo' => '<string>',
'parentCategory' => '<unknown>',
'apiCategoryId' => '<string>',
'extensionId' => '<string>',
'nameColumnNameForPagination' => '<string>',
'externalId' => '<string>'
],
'revenueAccountIdOverride' => 123
]
]
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: */*"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://sandbox.hurdlr.com/rest/v5/banks/transactions"
payload := strings.NewReader("{\n \"transactions\": [\n {\n \"apiTransactionId\": \"1123144594\",\n \"amount\": 500.39,\n \"description\": \"United Airlines\",\n \"apiAccountId\": \"fe3mko324njdw\",\n \"date\": \"2023-11-07T05:31:56Z\",\n \"plaidPersonalFinanceCategory\": \"FOOD_AND_DRINK_COFFEE\",\n \"finicityCategoryName\": \"Air Travel\",\n \"segmintCategoryName\": \"Air Travel\",\n \"spadeCategoryName\": \"Air Travel\",\n \"merchantCategoryCode\": 2741,\n \"bankAccountId\": 459043850,\n \"apiAccountNo\": \"5435\",\n \"apiAccountName\": \"Citi Premier Card\",\n \"apiAccountType\": \"CREDIT\",\n \"apiInstitutionId\": \"Citi\",\n \"customData\": {},\n \"expenseCategoryOverride\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"name\": \"<string>\",\n \"account\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"accountNo\": \"<string>\",\n \"parentAccountNo\": \"<string>\",\n \"name\": \"<string>\",\n \"level\": 123,\n \"hasChilds\": true,\n \"isContra\": true,\n \"taxCategory\": {\n \"id\": \"<string>\",\n \"name\": \"<string>\",\n \"displayName\": \"<string>\",\n \"taxCategorySchedC1040Name\": \"<string>\",\n \"taxCategory1065Name\": \"<string>\",\n \"taxCategory1120Name\": \"<string>\",\n \"taxCategory1120SName\": \"<string>\",\n \"taxCategoryT2125Name\": \"<string>\",\n \"form1040SchedCLineNumber\": \"<string>\",\n \"form1040SchedCDisplayName\": \"<string>\",\n \"t2125LineNumber\": \"<string>\",\n \"t2125DisplayName\": \"<string>\",\n \"form1065LineNumber\": \"<string>\",\n \"form1065DisplayName\": \"<string>\",\n \"form1120SLineNumber\": \"<string>\",\n \"form1120SDisplayName\": \"<string>\",\n \"entityId\": 123\n },\n \"taxCategoryName\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"level0No\": \"<string>\",\n \"level0Name\": \"<string>\",\n \"level1No\": \"<string>\",\n \"level1Name\": \"<string>\",\n \"level2No\": \"<string>\",\n \"level2Name\": \"<string>\",\n \"level3No\": \"<string>\",\n \"level3Name\": \"<string>\",\n \"systemGenerated\": true,\n \"companyIdLong\": 123,\n \"customerPartnerId\": 123,\n \"createdDate\": \"2023-11-07T05:31:56Z\",\n \"externalId\": \"<string>\"\n },\n \"isCore\": true,\n \"fixedAssetAccount\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"accountNo\": \"<string>\",\n \"parentAccountNo\": \"<string>\",\n \"name\": \"<string>\",\n \"level\": 123,\n \"hasChilds\": true,\n \"isContra\": true,\n \"taxCategory\": {\n \"id\": \"<string>\",\n \"name\": \"<string>\",\n \"displayName\": \"<string>\",\n \"taxCategorySchedC1040Name\": \"<string>\",\n \"taxCategory1065Name\": \"<string>\",\n \"taxCategory1120Name\": \"<string>\",\n \"taxCategory1120SName\": \"<string>\",\n \"taxCategoryT2125Name\": \"<string>\",\n \"form1040SchedCLineNumber\": \"<string>\",\n \"form1040SchedCDisplayName\": \"<string>\",\n \"t2125LineNumber\": \"<string>\",\n \"t2125DisplayName\": \"<string>\",\n \"form1065LineNumber\": \"<string>\",\n \"form1065DisplayName\": \"<string>\",\n \"form1120SLineNumber\": \"<string>\",\n \"form1120SDisplayName\": \"<string>\",\n \"entityId\": 123\n },\n \"taxCategoryName\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"level0No\": \"<string>\",\n \"level0Name\": \"<string>\",\n \"level1No\": \"<string>\",\n \"level1Name\": \"<string>\",\n \"level2No\": \"<string>\",\n \"level2Name\": \"<string>\",\n \"level3No\": \"<string>\",\n \"level3Name\": \"<string>\",\n \"systemGenerated\": true,\n \"companyIdLong\": 123,\n \"customerPartnerId\": 123,\n \"createdDate\": \"2023-11-07T05:31:56Z\",\n \"externalId\": \"<string>\"\n },\n \"isSuspense\": true,\n \"hasChilds\": true,\n \"level\": 123,\n \"systemGenerated\": true,\n \"precedence\": 123,\n \"categoryNo\": \"<string>\",\n \"parentCategoryNo\": \"<string>\",\n \"parentCategory\": \"<unknown>\",\n \"apiCategoryId\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"nameColumnNameForPagination\": \"<string>\",\n \"externalId\": \"<string>\"\n },\n \"revenueAccountIdOverride\": 123\n }\n ]\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "*/*")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://sandbox.hurdlr.com/rest/v5/banks/transactions")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "*/*")
.body("{\n \"transactions\": [\n {\n \"apiTransactionId\": \"1123144594\",\n \"amount\": 500.39,\n \"description\": \"United Airlines\",\n \"apiAccountId\": \"fe3mko324njdw\",\n \"date\": \"2023-11-07T05:31:56Z\",\n \"plaidPersonalFinanceCategory\": \"FOOD_AND_DRINK_COFFEE\",\n \"finicityCategoryName\": \"Air Travel\",\n \"segmintCategoryName\": \"Air Travel\",\n \"spadeCategoryName\": \"Air Travel\",\n \"merchantCategoryCode\": 2741,\n \"bankAccountId\": 459043850,\n \"apiAccountNo\": \"5435\",\n \"apiAccountName\": \"Citi Premier Card\",\n \"apiAccountType\": \"CREDIT\",\n \"apiInstitutionId\": \"Citi\",\n \"customData\": {},\n \"expenseCategoryOverride\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"name\": \"<string>\",\n \"account\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"accountNo\": \"<string>\",\n \"parentAccountNo\": \"<string>\",\n \"name\": \"<string>\",\n \"level\": 123,\n \"hasChilds\": true,\n \"isContra\": true,\n \"taxCategory\": {\n \"id\": \"<string>\",\n \"name\": \"<string>\",\n \"displayName\": \"<string>\",\n \"taxCategorySchedC1040Name\": \"<string>\",\n \"taxCategory1065Name\": \"<string>\",\n \"taxCategory1120Name\": \"<string>\",\n \"taxCategory1120SName\": \"<string>\",\n \"taxCategoryT2125Name\": \"<string>\",\n \"form1040SchedCLineNumber\": \"<string>\",\n \"form1040SchedCDisplayName\": \"<string>\",\n \"t2125LineNumber\": \"<string>\",\n \"t2125DisplayName\": \"<string>\",\n \"form1065LineNumber\": \"<string>\",\n \"form1065DisplayName\": \"<string>\",\n \"form1120SLineNumber\": \"<string>\",\n \"form1120SDisplayName\": \"<string>\",\n \"entityId\": 123\n },\n \"taxCategoryName\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"level0No\": \"<string>\",\n \"level0Name\": \"<string>\",\n \"level1No\": \"<string>\",\n \"level1Name\": \"<string>\",\n \"level2No\": \"<string>\",\n \"level2Name\": \"<string>\",\n \"level3No\": \"<string>\",\n \"level3Name\": \"<string>\",\n \"systemGenerated\": true,\n \"companyIdLong\": 123,\n \"customerPartnerId\": 123,\n \"createdDate\": \"2023-11-07T05:31:56Z\",\n \"externalId\": \"<string>\"\n },\n \"isCore\": true,\n \"fixedAssetAccount\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"accountNo\": \"<string>\",\n \"parentAccountNo\": \"<string>\",\n \"name\": \"<string>\",\n \"level\": 123,\n \"hasChilds\": true,\n \"isContra\": true,\n \"taxCategory\": {\n \"id\": \"<string>\",\n \"name\": \"<string>\",\n \"displayName\": \"<string>\",\n \"taxCategorySchedC1040Name\": \"<string>\",\n \"taxCategory1065Name\": \"<string>\",\n \"taxCategory1120Name\": \"<string>\",\n \"taxCategory1120SName\": \"<string>\",\n \"taxCategoryT2125Name\": \"<string>\",\n \"form1040SchedCLineNumber\": \"<string>\",\n \"form1040SchedCDisplayName\": \"<string>\",\n \"t2125LineNumber\": \"<string>\",\n \"t2125DisplayName\": \"<string>\",\n \"form1065LineNumber\": \"<string>\",\n \"form1065DisplayName\": \"<string>\",\n \"form1120SLineNumber\": \"<string>\",\n \"form1120SDisplayName\": \"<string>\",\n \"entityId\": 123\n },\n \"taxCategoryName\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"level0No\": \"<string>\",\n \"level0Name\": \"<string>\",\n \"level1No\": \"<string>\",\n \"level1Name\": \"<string>\",\n \"level2No\": \"<string>\",\n \"level2Name\": \"<string>\",\n \"level3No\": \"<string>\",\n \"level3Name\": \"<string>\",\n \"systemGenerated\": true,\n \"companyIdLong\": 123,\n \"customerPartnerId\": 123,\n \"createdDate\": \"2023-11-07T05:31:56Z\",\n \"externalId\": \"<string>\"\n },\n \"isSuspense\": true,\n \"hasChilds\": true,\n \"level\": 123,\n \"systemGenerated\": true,\n \"precedence\": 123,\n \"categoryNo\": \"<string>\",\n \"parentCategoryNo\": \"<string>\",\n \"parentCategory\": \"<unknown>\",\n \"apiCategoryId\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"nameColumnNameForPagination\": \"<string>\",\n \"externalId\": \"<string>\"\n },\n \"revenueAccountIdOverride\": 123\n }\n ]\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://sandbox.hurdlr.com/rest/v5/banks/transactions")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = '*/*'
request.body = "{\n \"transactions\": [\n {\n \"apiTransactionId\": \"1123144594\",\n \"amount\": 500.39,\n \"description\": \"United Airlines\",\n \"apiAccountId\": \"fe3mko324njdw\",\n \"date\": \"2023-11-07T05:31:56Z\",\n \"plaidPersonalFinanceCategory\": \"FOOD_AND_DRINK_COFFEE\",\n \"finicityCategoryName\": \"Air Travel\",\n \"segmintCategoryName\": \"Air Travel\",\n \"spadeCategoryName\": \"Air Travel\",\n \"merchantCategoryCode\": 2741,\n \"bankAccountId\": 459043850,\n \"apiAccountNo\": \"5435\",\n \"apiAccountName\": \"Citi Premier Card\",\n \"apiAccountType\": \"CREDIT\",\n \"apiInstitutionId\": \"Citi\",\n \"customData\": {},\n \"expenseCategoryOverride\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"name\": \"<string>\",\n \"account\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"accountNo\": \"<string>\",\n \"parentAccountNo\": \"<string>\",\n \"name\": \"<string>\",\n \"level\": 123,\n \"hasChilds\": true,\n \"isContra\": true,\n \"taxCategory\": {\n \"id\": \"<string>\",\n \"name\": \"<string>\",\n \"displayName\": \"<string>\",\n \"taxCategorySchedC1040Name\": \"<string>\",\n \"taxCategory1065Name\": \"<string>\",\n \"taxCategory1120Name\": \"<string>\",\n \"taxCategory1120SName\": \"<string>\",\n \"taxCategoryT2125Name\": \"<string>\",\n \"form1040SchedCLineNumber\": \"<string>\",\n \"form1040SchedCDisplayName\": \"<string>\",\n \"t2125LineNumber\": \"<string>\",\n \"t2125DisplayName\": \"<string>\",\n \"form1065LineNumber\": \"<string>\",\n \"form1065DisplayName\": \"<string>\",\n \"form1120SLineNumber\": \"<string>\",\n \"form1120SDisplayName\": \"<string>\",\n \"entityId\": 123\n },\n \"taxCategoryName\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"level0No\": \"<string>\",\n \"level0Name\": \"<string>\",\n \"level1No\": \"<string>\",\n \"level1Name\": \"<string>\",\n \"level2No\": \"<string>\",\n \"level2Name\": \"<string>\",\n \"level3No\": \"<string>\",\n \"level3Name\": \"<string>\",\n \"systemGenerated\": true,\n \"companyIdLong\": 123,\n \"customerPartnerId\": 123,\n \"createdDate\": \"2023-11-07T05:31:56Z\",\n \"externalId\": \"<string>\"\n },\n \"isCore\": true,\n \"fixedAssetAccount\": {\n \"id\": \"<string>\",\n \"companyId\": \"<string>\",\n \"accountNo\": \"<string>\",\n \"parentAccountNo\": \"<string>\",\n \"name\": \"<string>\",\n \"level\": 123,\n \"hasChilds\": true,\n \"isContra\": true,\n \"taxCategory\": {\n \"id\": \"<string>\",\n \"name\": \"<string>\",\n \"displayName\": \"<string>\",\n \"taxCategorySchedC1040Name\": \"<string>\",\n \"taxCategory1065Name\": \"<string>\",\n \"taxCategory1120Name\": \"<string>\",\n \"taxCategory1120SName\": \"<string>\",\n \"taxCategoryT2125Name\": \"<string>\",\n \"form1040SchedCLineNumber\": \"<string>\",\n \"form1040SchedCDisplayName\": \"<string>\",\n \"t2125LineNumber\": \"<string>\",\n \"t2125DisplayName\": \"<string>\",\n \"form1065LineNumber\": \"<string>\",\n \"form1065DisplayName\": \"<string>\",\n \"form1120SLineNumber\": \"<string>\",\n \"form1120SDisplayName\": \"<string>\",\n \"entityId\": 123\n },\n \"taxCategoryName\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"level0No\": \"<string>\",\n \"level0Name\": \"<string>\",\n \"level1No\": \"<string>\",\n \"level1Name\": \"<string>\",\n \"level2No\": \"<string>\",\n \"level2Name\": \"<string>\",\n \"level3No\": \"<string>\",\n \"level3Name\": \"<string>\",\n \"systemGenerated\": true,\n \"companyIdLong\": 123,\n \"customerPartnerId\": 123,\n \"createdDate\": \"2023-11-07T05:31:56Z\",\n \"externalId\": \"<string>\"\n },\n \"isSuspense\": true,\n \"hasChilds\": true,\n \"level\": 123,\n \"systemGenerated\": true,\n \"precedence\": 123,\n \"categoryNo\": \"<string>\",\n \"parentCategoryNo\": \"<string>\",\n \"parentCategory\": \"<unknown>\",\n \"apiCategoryId\": \"<string>\",\n \"extensionId\": \"<string>\",\n \"nameColumnNameForPagination\": \"<string>\",\n \"externalId\": \"<string>\"\n },\n \"revenueAccountIdOverride\": 123\n }\n ]\n}"
response = http.request(request)
puts response.read_body[
{
"errors": {
"fieldErrors": {},
"globalErrors": [
{
"errorMessage": "<string>"
}
]
},
"id": "<string>",
"webhook": {
"userId": "<string>",
"accountantUserId": "<string>"
}
}
]Authorizations
The access token received from the authorization server in the OAuth 2.0 flow.
Body
*/*
Transaction data
Parameters for a list of transaction(s) V5 endpoint
List of transactions
Show child attributes
Show child attributes
Response
200 - application/json
Successful operation
⌘I