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The Bank Transactions Data Model simplifies the management and retrieval of transaction information across different accounting platforms.
  • Unified transaction properties: The model consolidates essential transaction details such as transaction date, amount, type, and status, making it easier to work with transaction data from various platforms.
  • Linked account and customer data: Transactions are associated with specific accounts and customers through the account_id and customer_id properties, facilitating easier tracking and reporting.
  • Currency support and exchange rates: The data model includes the transaction currency and exchange rate, enabling accurate representation of multi-currency transactions and conversions.

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Properties Supported

PropertyTypeDescription
platform_idstringThe Platform’s ID for the transaction
account_idstringPlatform ID for the account to which this transaction belongs
from_account_idstringPlatform ID of the bank account to which this transaction is sent from
to_account_idstringPlatform ID for the bank account to which this transaction is sent to
contact_idstringThe platform’s ID for the contact to that made the transaction
currency_idstringThe platform’s ID of the currency for the transaction
transaction_datedateDate of the transaction
amountfloatThe total transaction amount
typestringThe type of the transaction
statusstringThe status of the transaction
currency_ratefloatRate between the currency of the payment and the base currency
debit_or_creditstringThe type of transaction. Values are: DEBIT, CREDIT
updated_atdateThe date at which the transaction was updated on the accounting platform

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Expandable Attributes

You can expand the following attributes to get the related data
PropertyData ModelDescription
accountAccountsThe chart of account associated with this transaction
from_accountBank AccountsThe bank account to which this transaction is sent from
to_accountBank AccountsThe bank account to which this transaction is sent to
contactContactsThe contact that made the transaction
currencyCurrenciesThe currency of the transaction
{
  "platform_id": "3770712000000811013",
  "account_id": "3770712000000493001",
  "contact_id": "3770712000000080069",
  "currency_id": "3770712000000000099",
  "to_account_id": "3770712000000080063",
  "from_account_id": "3770712000000493001",
  "transaction_date": "2022-02-17T00:00:00.000Z",
  "amount": 1234.0,
  "type": "Sales Return",
  "status": "Manually Added",
  "currency_rate": 80.0,
  "debit_or_credit": "CREDIT",
  "updated_at": "2022-02-17T00:00:00.000Z"
}