FIS Global Estimate Controller V2 API
The EstimateControllerV2 API from FIS Global — 1 operation(s) for estimatecontrollerv2.
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OpenAPI Specification
openapi: 3.2.0
info:
title: FIS® Accounting Data as a Service™ Estimate Controller V2…
description: What's changed in our API
version: v2
contact: {}
servers:
- url: https://api.railz.ai
description: Main (production) API server
tags:
- name: EstimateControllerV2
paths:
/v2/accounting/estimates:
get:
description: '**Supported for:**
`freshbooks` `quickbooks` `xero` `oracleNetsuite` `myob`'
operationId: estimates
parameters:
- name: connectionUuid
required: true
in: query
description: Unique connection identifier.
schema:
example: CON-396d5daa-26b2-4979-89b6-cafb2c298155
type: string
- name: startDate
required: false
in: query
description: 'Transaction date greater than or equal to parameter in the format: YYYY-MM-DD.'
schema:
type: string
- name: endDate
required: false
in: query
description: 'Transaction date less than or equal to parameter in the format: YYYY-MM-DD.'
schema:
type: string
- 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: totalAmount
required: false
in: query
schema:
format: float
type: number
- name: status
required: false
in: query
schema:
type: string
enum:
- open
- closed
- void
- unknown
- draft
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/GetEstimateResponseV2Dto'
'202':
description: Data in pending state
content:
application/json:
schema:
$ref: '#/components/schemas/GetEstimateResponseV2Dto'
'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/Error400ResponseDtoV2'
'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: List Estimates
tags:
- EstimateControllerV2
post:
description: '**Supported for:**
`freshbooks` `quickbooks` `xero` `oracleNetsuite`'
operationId: push-estimates
parameters: []
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/PushEstimateV2Dto'
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/PushEstimateV2ResponseDto'
'400':
description: Bad Request Error - Thrown if fields sent via query does not follow specifications
content:
application/json:
schema:
$ref: '#/components/schemas/Error400ResponseDtoV2'
'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: Create an Estimate
tags:
- EstimateControllerV2
components:
schemas:
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
GetEstimateResponseV2Dto:
type: object
properties:
meta:
$ref: '#/components/schemas/BasicStartEndDateReportMetaDataV2'
pagination:
$ref: '#/components/schemas/PaginationMetaData'
data:
type: array
items:
$ref: '#/components/schemas/GetEstimateDataV2'
required:
- meta
- pagination
- data
CustomerRef:
type: object
properties:
id:
type: string
example: '1'
name:
type: string
example: Railz Financial
required:
- id
InventoryRef:
type: object
properties:
id:
type: string
example: '1'
name:
type: string
example: Digital Services
required:
- id
Error401ResponseDto:
type: object
properties:
error:
readOnly: true
allOf:
- $ref: '#/components/schemas/Error401Dto'
payload:
type: object
readOnly: true
example: {}
required:
- error
- payload
TrackingCategoryRefPushDto:
type: object
properties:
id:
type: string
example: '4040'
type:
type: string
enum:
- class
- department
- location
- unknown
required:
- id
TaxRateRef:
type: object
properties:
id:
type: string
example: '1'
name:
type: string
example: HST
effectiveTaxRate:
type: number
example: 13
format: float
required:
- id
PaginationMetaData:
type: object
properties:
offset:
type: number
readOnly: true
limit:
type: number
readOnly: true
count:
type: number
readOnly: true
required:
- offset
- limit
- count
PushEstimateV2ResponseDto:
type: object
properties:
connectionUuid:
type: string
readOnly: true
example: CON-396d5daa-26b2-4979-89b6-cafb2c298155
businessName:
type: string
readOnly: true
example: Railz
serviceName:
type: string
readOnly: true
example: xero
enum:
- freshbooks
- quickbooks
- quickbooksDesktop
- xero
- oracleNetsuite
- sageBusinessCloud
- sageIntacct
- dynamicsBusinessCentral
- dynamics365Finance
- wave
- myob
- zohoBooks
- byod
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
data:
readOnly: true
allOf:
- $ref: '#/components/schemas/PushEstimateV2'
required:
- connectionUuid
- businessName
- serviceName
- pushCommunicationId
- requestedOn
- status
- data
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
PushEstimateV2:
type: object
properties:
passThrough:
type: object
example:
CustomField:
- DefinitionId: '1'
StringValue: my custom value
Name: Field One
additionalProperties: true
currencyRate:
type: number
example: '1.13'
dueDate:
type: string
format: date
example: '2021-03-09'
postedDate:
type: string
format: date
example: '2021-03-09'
acceptedDate:
type: string
format: date
example: '2021-03-09'
expiryDate:
type: string
format: date
example: '2021-03-09'
customerRef:
$ref: '#/components/schemas/CustomerRefDto'
currency:
type: string
example: CAD
lines:
type: array
items:
$ref: '#/components/schemas/EstimateLineV2'
shippingAddress:
$ref: '#/components/schemas/ShippingAddressDto'
memo:
type: string
maxLength: 4000
example: Example memo.
required:
- customerRef
- lines
EstimateLineItemV2:
type: object
properties:
id:
type: string
example: 8a3fdcc9-83eb-4fdd-83e0-52ec1b40b072
accountRef:
$ref: '#/components/schemas/AccountRef'
taxRateRef:
$ref: '#/components/schemas/TaxRateRef'
inventoryRef:
$ref: '#/components/schemas/InventoryRef'
trackingCategoryRefs:
type: array
items:
$ref: '#/components/schemas/TrackingCategoryRefV2'
description:
type: string
example: Services rendered.
unitAmount:
type: number
example: 100.5
format: float
quantity:
type: number
example: 3
format: integer
discountAmount:
type: number
example: 0
format: float
taxAmount:
type: number
example: 20.5
format: float
amount:
type: number
example: 322
format: float
discountPercentage:
type: number
example: 10.5
format: float
required:
- amount
ShippingAddressDto:
type: object
properties:
line1:
type: string
maxLength: 500
example: 1234 Park Street
line2:
type: string
maxLength: 500
example: Suite 1000
city:
type: string
maxLength: 255
example: Toronto
region:
type: string
maxLength: 255
example: 'ON'
description: Region within a country. For example, state name for USA, province name for Canada.
country:
type: string
example: CAN
description: Country name as 3 ISO alpha-3 characters.
postalCode:
type: string
maxLength: 30
example: A0B1C2
description: Postal code. For example, zip code for USA and Canada.
AccountRef:
type: object
properties:
id:
type: string
example: '145'
name:
type: string
example: Example account
required:
- id
Error400DtoV2:
type: object
properties:
statusCode:
type: number
readOnly: true
example: 400
message:
readOnly: true
example:
- connectionUuid should not be empty
type: array
items:
type: string
error:
type: string
readOnly: true
example: Bad Request
required:
- statusCode
- message
- error
BasicStartEndDateReportMetaDataV2:
type: object
properties:
connectionUuid:
type: string
readOnly: true
example: CON-396d5daa-26b2-4979-89b6-cafb2c298155
businessName:
type: string
readOnly: true
example: Railz
serviceName:
type: string
readOnly: true
example: xero
enum:
- freshbooks
- quickbooks
- quickbooksDesktop
- xero
- oracleNetsuite
- sageBusinessCloud
- sageIntacct
- dynamicsBusinessCentral
- dynamics365Finance
- wave
- myob
- zohoBooks
- byod
reportId:
readOnly: true
example:
- 5fad8a342a88364234392fb5
type: array
items:
type: string
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
startDate:
type: string
readOnly: true
example: '2020-11-25T01:02:03Z'
format: date-time
endDate:
type: string
readOnly: true
example: '2020-11-30T01:02:03Z'
format: date-time
required:
- connectionUuid
- businessName
- serviceName
- reportId
- createdAt
- updatedAt
- startDate
- endDate
BaseAddress:
type: object
properties:
line1:
type: string
example: 1234 Park Street
line2:
type: string
example: Suite 1000
city:
type: string
example: Toronto
region:
type: string
example: 'ON'
country:
type: string
example: CAN
postalCode:
type: string
example: A0B1C2
EstimateLineV2:
type: object
properties:
id:
type: string
accountRef:
$ref: '#/components/schemas/AccountRefDto'
taxRateRef:
$ref: '#/components/schemas/TaxRateRefDto'
inventoryRef:
$ref: '#/components/schemas/InventoryRefDto'
description:
type: string
maxLength: 4000
example: Services rendered.
quantity:
type: number
format: float
example: '4'
unitAmount:
type: number
format: float
example: '50.5'
discountPercentage:
type: number
format: float
example: '10.0'
trackingCategoryRefs:
type: array
items:
$ref: '#/components/schemas/TrackingCategoryRefPushDto'
TrackingCategoryRefV2:
type: object
properties:
id:
type: string
example: '4040'
readOnly: false
name:
type: string
readOnly: false
example: Region
type:
type: string
example: class
enum:
- class
- department
- location
- unknown
required:
- id
- type
PushEstimateV2Dto:
type: object
properties:
connectionUuid:
type: string
description: Unique connection identifier.
example: CON-396d5daa-26b2-4979-89b6-cafb2c298155
data:
$ref: '#/components/schemas/PushEstimateV2'
required:
- connectionUuid
- data
Error400ResponseDtoV2:
type: object
properties:
error:
readOnly: true
allOf:
- $ref: '#/components/schemas/Error400DtoV2'
payload:
type: object
readOnly: true
required:
- error
- payload
AccountRefDto:
type: object
properties:
id:
type: string
example: '200'
required:
- id
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
TaxRateRefDto:
type: object
properties:
id:
type: string
example: '12'
required:
- id
InventoryRefDto:
type: object
properties:
id:
type: string
example: '32'
required:
- id
GetEstimateDataV2:
type: object
properties:
passThrough:
type: object
example:
CustomField:
- DefinitionId: '1'
StringValue: my custom value
Name: Field One
additionalProperties: true
id:
type: string
example: '1'
customerRef:
$ref: '#/components/schemas/CustomerRef'
postedDate:
format: date-time
type: string
example: '2021-03-09T10:18:29.985Z'
dueDate:
format: date-time
type: string
example: '2021-03-09T10:18:29.985Z'
acceptedDate:
format: date-time
type: string
example: '2021-03-09T10:18:29.985Z'
expiryDate:
format: date-time
type: string
example: '2021-03-09T10:18:29.985Z'
currency:
type: string
example: USD
currencyRate:
type: number
example: 1.13
format: float
estimateType:
type: string
example: item
enum:
- item
- service
- professional
- miscellaneous
lines:
type: array
items:
$ref: '#/components/schemas/EstimateLineItemV2'
totalDiscount:
type: number
example: 322
format: float
discountPercentage:
type: number
example: 322
format: float
subTotal:
type: number
example: 301.5
format: float
taxAmount:
type: number
example: 20.5
format: float
totalAmount:
type: number
example: 322
format: float
status:
type: string
enum:
- open
- closed
- void
- unknown
- draft
memo:
type: string
example: Example bill memo.
shippingAddress:
$ref: '#/components/schemas/BaseAddress'
sourceModifiedDate:
format: date-time
type: string
example: '2021-03-09T10:18:29.985Z'
required:
- id
- postedDate
- lines
- totalAmount
- status
CustomerRefDto:
type: object
properties:
id:
type: string
example: '124'
required:
- id
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