FIS Global Account API
The Account API from FIS Global — 1 operation(s) for account.
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OpenAPI Specification
openapi: 3.2.0
info:
title: FIS® Accounting Data as a Service™ Account API
description: What's changed in our API
version: v2
contact: {}
servers:
- url: https://api.railz.ai
description: Main (production) API server
tags:
- name: Account
paths:
/accounts:
get:
description: Gets the latest chart of accounts for a business.
operationId: accounts
parameters:
- name: businessName
required: true
in: query
schema:
type: string
- name: serviceName
required: true
in: query
schema:
type: string
enum:
- freshbooks
- quickbooks
- quickbooksDesktop
- xero
- oracleNetsuite
- sageBusinessCloud
- sageIntacct
- dynamicsBusinessCentral
- dynamics365Finance
- wave
- myob
- zohoBooks
- name: offset
required: false
in: query
description: The offset is the position in the dataset of a particular record.
schema:
format: integer
type: number
- name: limit
required: false
in: query
description: 'This is the size of the results set you would like (default: 100).'
schema:
format: integer
example: 100
type: number
- name: orderBy
required: false
in: query
schema:
type: string
- name: isActive
required: false
in: query
description: Confirms whether the account is an active account or not.
schema:
format: boolean
example: 'true'
type: boolean
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/GetChartOfAccountsResponseV1Dto'
'202':
description: Data in pending state
content:
application/json:
schema:
$ref: '#/components/schemas/GetChartOfAccountsResponseV1Dto'
'204':
description: No data available
'400':
description: Bad Request Error - Thrown if fields sent via query does not follow specifications
content:
application/json:
schema:
$ref: '#/components/schemas/Error400ResponseDto'
'401':
description: Unauthorized - Not logged in or log in expired
content:
application/json:
schema:
$ref: '#/components/schemas/Error401ResponseDto'
'403':
description: Forbidden - Not enough permission
content:
application/json:
schema:
$ref: '#/components/schemas/Error403ResponseDto'
'500':
description: Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error500ResponseDto'
security:
- bearer: []
summary: Accounts
tags:
- Account
x-summary-source: derived
post:
description: Posts an individual account for a business.
operationId: push-accounts
parameters: []
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/PushChartOfAccountV1Dto'
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/PushChartOfAccountV1ResponseDto'
'400':
description: Bad Request Error - Thrown if fields sent via query does not follow specifications
content:
application/json:
schema:
$ref: '#/components/schemas/Error400ResponseDto'
'401':
description: Unauthorized - Not logged in or log in expired
content:
application/json:
schema:
$ref: '#/components/schemas/Error401ResponseDto'
'403':
description: Forbidden - Not enough permission
content:
application/json:
schema:
$ref: '#/components/schemas/Error403ResponseDto'
'500':
description: Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error500ResponseDto'
security:
- bearer: []
summary: Push accounts
tags:
- Account
x-summary-source: derived
components:
schemas:
Error400Dto:
type: object
properties:
statusCode:
type: number
readOnly: true
example: 400
message:
readOnly: true
example:
- businessName cannot be null
type: array
items:
type: string
error:
type: string
readOnly: true
example: Bad Request
required:
- statusCode
- message
- error
Error403ResponseDto:
type: object
properties:
error:
readOnly: true
allOf:
- $ref: '#/components/schemas/Error403Dto'
payload:
type: object
readOnly: true
example: {}
required:
- error
- payload
Error401Dto:
type: object
properties:
statusCode:
type: number
readOnly: true
example: 401
message:
readOnly: true
example:
- Unauthorized
type: array
items:
type: string
error:
type: string
readOnly: true
example: Unauthorized
required:
- statusCode
- message
- error
Error401ResponseDto:
type: object
properties:
error:
readOnly: true
allOf:
- $ref: '#/components/schemas/Error401Dto'
payload:
type: object
readOnly: true
example: {}
required:
- error
- payload
GetChartOfAccountsResponseV1Dto:
type: object
properties:
pagination:
$ref: '#/components/schemas/PaginationMetaData'
count:
type: number
readOnly: true
example: 1
format: integer
meta:
$ref: '#/components/schemas/ListReportMetaData'
data:
type: array
items:
$ref: '#/components/schemas/GetChartOfAccountsDataV1'
required:
- pagination
- count
- meta
- data
PaginationMetaData:
type: object
properties:
offset:
type: number
readOnly: true
limit:
type: number
readOnly: true
count:
type: number
readOnly: true
required:
- offset
- limit
- count
Error500Dto:
type: object
properties:
error:
type: string
readOnly: true
example: Internal Server Error
message:
readOnly: true
example:
- INTERNAL_ERROR
type: array
items:
type: string
statusCode:
type: number
readOnly: true
example: 500
required:
- error
- message
- statusCode
AccountParentRef:
type: object
properties:
id:
type: string
example: '4'
name:
type: string
example: assets
PushConnection:
type: object
properties:
businessName:
type: string
example: Railz
description: Unique business name identifier.
serviceName:
type: string
example: quickbooks
description: Name of accounting platform service.
enum:
- freshbooks
- quickbooks
- quickbooksDesktop
- xero
- oracleNetsuite
- sageBusinessCloud
- sageIntacct
- dynamicsBusinessCentral
- dynamics365Finance
- wave
- shopify
- square
- plaid
- myob
- zohoBooks
- byod
required:
- businessName
- serviceName
SubsidiaryRef:
type: object
properties:
id:
type: string
example: '1'
name:
type: string
example: Railz Financial
PushChartOfAccountV1:
type: object
properties:
nominalCode:
type: string
example: SALES001
maxLength: 10
minLength: 6
name:
type: string
example: Consulting Income
maxLength: 100
description:
type: string
example: Sales account.
maxLength: 100
type:
type: string
enum:
- bank
- currentAsset
- fixedAsset
- inventory
- nonCurrentAsset
- accountReceivable
- equity
- expense
- otherExpense
- cogs
- accountPayable
- creditCard
- nonCurrentLiability
- currentLiability
- income
- incomeGeneral
- otherIncome
- unbilledReceivable
- deferredExpense
- deferredIncome
example: currentAsset
currency:
type: string
example: CAD
taxRef:
type: string
example: '12'
classification:
type: string
enum:
- asset
- equity
- expense
- liability
- revenue
- nonPosting
example: asset
subsidiaryRefs:
example:
- '1'
- '2'
type: array
items:
type: string
required:
- name
- type
GetChartOfAccountsDataV1:
type: object
properties:
id:
type: string
example: '1'
nominalCode:
type: string
example: '200'
name:
type: string
example: Bank Account
description:
type: string
example: Account description.
group:
type: string
example: Cash And Cash Equivalents
subGroup:
type: string
example: Checking
classification:
type: string
example: Asset
fullyQualifiedName:
type: string
example: 'Expenses : Transportation : Car Mileage'
depth:
type: number
example: 3
currentBalance:
type: number
example: 0
format: float
subType:
type: string
example: Accounts Receivable
isBankAccount:
type: boolean
example: true
isSubAccount:
type: boolean
example: true
isActive:
type: boolean
example: true
subsidiaryRefs:
type: array
items:
$ref: '#/components/schemas/SubsidiaryRef'
parentRef:
$ref: '#/components/schemas/AccountParentRef'
sourceModifiedDate:
format: date-time
type: string
example: '2021-03-09T10:18:29.985Z'
type:
type: string
example: Accounts Receivable
section:
type: string
enum:
- Assets
- Expenses
- Income
- Liabilities
- Equity
- Non-Posting
subSection:
type: string
enum:
- Current Assets
- Non-Current Assets
- Current Liabilities
- Non-Current Liabilities
- Equity
- Income
- Other Income
- Operating Expenses
- Other Expenses
- Cost of Goods Sold
- Other Assets
- Other Liabilities
- Expenses
- Uncategorized Expenses
- Uncategorized Income
- Non-Posting
currencyRef:
$ref: '#/components/schemas/CurrencyRef'
required:
- id
- isActive
- type
- section
- subSection
CurrencyRef:
type: object
properties:
id:
type: string
example: CAD
name:
type: string
example: Canadian Dollar
symbol:
type: string
example: USD,CAD
required:
- id
PushChartOfAccountV1ResponseDto:
type: object
properties:
pushCommunicationId:
type: string
readOnly: true
example: 60473b57f0cdd1683ca71f60
requestedOn:
type: string
readOnly: true
example: '2021-03-09T08:15:22.035Z'
format: date-time
status:
type: string
readOnly: true
example: pending
enum:
- success
- failed
- pending
businessName:
type: string
readOnly: true
example: Railz
serviceName:
type: string
readOnly: true
example: quickbooks
enum:
- freshbooks
- quickbooks
- quickbooksDesktop
- xero
- oracleNetsuite
- sageBusinessCloud
- sageIntacct
- dynamicsBusinessCentral
- dynamics365Finance
- wave
- myob
- zohoBooks
- byod
data:
readOnly: true
allOf:
- $ref: '#/components/schemas/PushChartOfAccountV1'
required:
- pushCommunicationId
- requestedOn
- status
- businessName
- serviceName
- data
PushChartOfAccountV1Dto:
type: object
properties:
connection:
$ref: '#/components/schemas/PushConnection'
data:
$ref: '#/components/schemas/PushChartOfAccountV1'
required:
- connection
- data
Error403Dto:
type: object
properties:
statusCode:
type: number
readOnly: true
example: 403
message:
readOnly: true
example:
- Forbidden resource
type: array
items:
type: string
error:
type: string
readOnly: true
example: Forbidden
required:
- statusCode
- message
- error
Error400ResponseDto:
type: object
properties:
error:
readOnly: true
allOf:
- $ref: '#/components/schemas/Error400Dto'
payload:
type: object
readOnly: true
required:
- error
- payload
ListReportMetaData:
type: object
properties:
reportId:
readOnly: true
example:
- 5fad8a342a88364234392fb5
- 5fad8a342a88364234392fb6
type: array
items:
type: string
serviceName:
type: string
readOnly: true
example: xero
enum:
- freshbooks
- quickbooks
- quickbooksDesktop
- xero
- oracleNetsuite
- sageBusinessCloud
- sageIntacct
- dynamicsBusinessCentral
- dynamics365Finance
- wave
- myob
- zohoBooks
- byod
businessName:
type: string
readOnly: true
example: Railz
createdAt:
type: string
readOnly: true
example: '2020-11-25T01:02:03Z'
format: date-time
updatedAt:
type: string
example: '2020-11-30T01:02:03Z'
format: date-time
readOnly: false
required:
- reportId
- serviceName
- businessName
- createdAt
- updatedAt
Error500ResponseDto:
type: object
properties:
error:
readOnly: true
allOf:
- $ref: '#/components/schemas/Error500Dto'
payload:
type: object
readOnly: true
required:
- error
- payload
securitySchemes:
bearer:
scheme: bearer
bearerFormat: JWT
type: http