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Codat

Codat Transactions API

Create new bank account transactions for a company's connections, and see previous operations.

Documentation Provider Profile APIs.io OpenAPI GitHub

Codat Transactions API is one of 40 APIs that Codat publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Transaction. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, and an API reference.

This API exposes 17 operations across 17 paths, and defines 33 schemas. It is described by OpenAPI 3.2.0, at version 3.0.0.

Requests are made against a single base URL, https://api.codat.io.

17 operations 17 paths 33 schemas 16 GET1 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
3.0.0
Server
https://api.codat.io
Authentication
API Key
Contact
Codat
Terms of Service
View terms
Resource Areas
1

Authentication & Security 1

Codat Transactions API declares 1 security scheme for authenticating requests. An API key is passed in the header as Authorization (auth_header). By default, every request must be authenticated.

  • auth_header — The word "Basic" followed by a space and your API key. [API keys](https://docs.codat.io/platform-api/schemas/ApiKeyDetails) are tokens used to control access t…

Paths & Operations 17

Across 17 paths, the API surfaces 17 operations — 16 GET, 1 POST. Each is listed below with its method, path, parameters, and response codes.

Transactions 17

Create new bank account transactions for a company's connections, and see previous operations.

POST
/companies/{companyId}/connections/{connectionId}/push/bankAccounts/{accountId}/bankTransactions
Create bank transactions
create-bank-transactions 5 params body → 200400401402403404429500
GET
/companies/{companyId}/connections/{connectionId}/options/bankAccounts/{accountId}/bankTransactions
Get create bank transactions model
get-create-bank-transactions-model 3 params → 200401402403404429500503
GET
/companies/{companyId}/push/{pushOperationKey}
Get create operation
get-create-operation 2 params → 200401402403404429500503
GET
/companies/{companyId}/push
List create operations
list-create-operations 5 params → 200400401402403404429500
GET
/companies/{companyId}/connections/{connectionId}/data/accountTransactions
List account transactions
list-accounting-account-transactions 6 params → 200400401402403404409429
GET
/companies/{companyId}/connections/{connectionId}/data/accountTransactions/{accountTransactionId}
Get account transaction
get-accounting-account-transaction 3 params → 200401402403404409429500
GET
/companies/{companyId}/connections/{connectionId}/data/directCosts
List direct costs
list-accounting-direct-costs 6 params → 200400401402403404409429
GET
/companies/{companyId}/connections/{connectionId}/data/directCosts/{directCostId}
Get direct cost
get-accounting-direct-cost 3 params → 200401402403404409429500
GET
/companies/{companyId}/connections/{connectionId}/data/directCosts/{directCostId}/attachments/{attachmentId}
Get direct cost attachment
get-accounting-direct-cost-attachment 4 params → 200401402403404429500503
GET
/companies/{companyId}/connections/{connectionId}/data/directCosts/{directCostId}/attachments/{attachmentId}/download
Download direct cost attachment
download-accounting-direct-cost-attachment 4 params → 200401402403404429500503
GET
/companies/{companyId}/connections/{connectionId}/data/directCosts/{directCostId}/attachments
List direct cost attachments
list-accounting-direct-cost-attachments 3 params → 200401402403404409429500
GET
/companies/{companyId}/data/journalEntries
List journal entries
list-accounting-journal-entries 5 params → 200400401402403404409429
GET
/companies/{companyId}/data/journalEntries/{journalEntryId}
Get journal entry
get-accounting-journal-entry 2 params → 200401402403404409429500
GET
/companies/{companyId}/data/journals
List journals
list-accounting-journals 5 params → 200400401402403404409429
GET
/companies/{companyId}/data/journals/{journalId}
Get journal
get-accounting-journal 2 params → 200401402403404409429500
GET
/companies/{companyId}/connections/{connectionId}/data/transfers
List transfers
list-accounting-transfers 6 params → 200400401402403404409429
GET
/companies/{companyId}/connections/{connectionId}/data/transfers/{transferId}
Get transfer
get-accounting-transfer 3 params → 200401402403404409429500

Schemas 33

The contract defines 33 schemas that model the data the API accepts and returns. The most detailed are PushOperation (13 properties), SourceAccount (10 properties), PushOption (7 properties), ErrorMessage (7 properties). Each schema is shown below with its type and property counts.

CreateBankTransactions
object
2 properties 2 required
PushOption
object
7 properties 3 required
DataType
string
Available data types
PushOperation
object
13 properties 6 required
CreateBankTransactionsResponse
ErrorMessage
object
7 properties
BankTransactions
array
DateTime
string
In Codat's data model, dates and times are represented using the ISO 8601 standard . Date and time fields are formatted as strings; for example: 2020-10-08T22:…
Companies
PushOperations
AccountingBankAccount
object
Accessing Bank Accounts through Banking API This datatype was originally used for accessing bank account data both in accounting integrations and open banking…
AccountingDirectCost
object
Language tip: Direct costs may also be referred to as Spend transactions, Spend money transactions, or Payments in various accounting software. Overview Direct…
AccountingJournalEntry
object
Language tip: For the top-level record of a company's financial transactions, refer to the [Journals](https://docs.codat.io/lending-api/schemas/Journal) data t…
AccountingTrackingCategory
object
Details of a category used for tracking transactions. Language tip Parameters used to track types of spend in various parts of an organization can be called di…
SourceAccount
object
The target bank account in a supported accounting software for ingestion into a bank feed.
10 properties 1 required
AccountingJournal
object
Language tip: For line items, or individual transactions, of a company's financial documents, refer to the [Journal entries](https://docs.codat.io/lending-api/…
SupplementalData
object
Supplemental data is additional data you can include in our standard data types. It is referenced as a configured dynamic key value pair that is unique to the…
1 property
Attachments
object
1 property
AccountingBillCreditNote
object
Bill credit notes or credit notes? In Codat, bill credit notes represent accounts payable only. For accounts receivable, see [Credit notes](https://docs.codat.…
6 required
AccountingPaymentAllocation
object
2 properties 2 required
AccountingAccountTransaction
object
Language tip: In Codat, account transactions represent all transactions posted to a bank account within an accounting software. For bank transactions posted wi…
AccountingJournalEntries
AccountingTransfers
AccountingTransfer
object
A transfer records the movement of money between two bank accounts, or between a bank account and a nominal account. It is a child data type of [account transa…
AccountingDirectCosts
AccountingJournals
AccountingRecordRef
object
Links the current record to the underlying record or data type that created it. For example, if a journal entry is generated based on an invoice, this property…
2 properties
PagingInfo
object
4 properties 4 required
AccountingAttachment
object
The Codat API supports pulling and pushing of file attachments for invoices, bills, direct costs, and direct incomes. Retrieving attachments If a company is au…
CommerceOrder
object
Orders contain the transaction details for all products sold by the company, and include details of any payments, service charges, or refunds related to each o…
AccountingAccount
object
 Language tip: Accounts are also referred to as chart of accounts, nominal accounts, and general ledger. Overview Accounts are the categories a business uses…
Metadata
object
1 property
AccountingAccountTransactions

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

codat-transactions-api-openapi.yml Raw ↑

Other APIs Codat publishes across the network.

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Codat Sync for Commerce API
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Codat Sync for Payroll API
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Codat Account mapping API
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Codat Accounting bank data API
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Codat Accounts payable API
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Codat Accounts receivable API
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Codat Bank accounts API
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Codat Bank statements API
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Codat Companies API
AE Profile APIs.io
#Transaction
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API Details
ID
codat:codat-transactions-api
Server
https://api.codat.io
Docs
https://docs.codat.io/using-the-api/overview
Provider
Codat
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