Overview

The Company Info Data Model is designed to simplify the management and retrieval of company-related information across various accounting platforms.

• Unified company properties: The model unifies essential company details, such as name, legal name, base currency, and registration number, allowing for easy access to and management of company information from different platforms.
• Comprehensive contact information: Retrieve company addresses, external links, and phone numbers for a complete view of company contacts.
• Financial year tracking: Monitor the company’s financial year start date for accurate reporting and analysis.

Properties Supported

Property	Type	Description
platform_id	string	The Platform’s ID for the company
name	string	The company name
legal_name	string	Legal name of the company
base_currency	string	The primary currency of the company
fiscal_start_at	date	The starting date of the Financial year for this company
org_created_at	date	Date the record was created in the RootFi system.
registration_number	string	Reference of the registration number
tax_number	string	Company tax number
updated_at	date	The date at which the information was updated on the accounting platform

Expandable Attributes

You can expand the following attributes to get the related data

Property	Data Model	Description
phone_numbers	Phone Numbers	List of phone number for the company
addresses	Addresses	List of addresses for the company
external_links	External Links	List of external links for the company

Phone Numbers

Property	Type	Description
platform_id	string	The Platform's ID for the phone number
data_model	string	The data model to which this number is linked. Values are: COMPANY_INFO, CONTACTS
data_model_id	string	The unique identifier for the data model associated with this number
number	string	The number of the contact person.
type	enum	The type of the number. Values are: MOBILE, TELEPHONE, FAX.
updated_at	date	The date and time at which the number information was last updated in the accounting platform

Addresses

Property	Type	Description
platform_id	string	Platform's ID for the address
type	enum	The type of address. Values are: BILLING, SHIPPING.
data_model	string	The data model to which this address is linked. Values are COMPANY_INFO, CONTACTS, INVOICES, BILLS, EXPENSES, BILL_CREDIT_NOTES, INVOICE_CREDIT_NOTES, SALES_ORDERS, PURCHASE_ORDERS
data_model_id	string	The unique identifier for the data model associated with this address
street	string	The street information of the address
locality	string	The locality or neighborhood information of the address
city	string	The city information of the address
state	string	The state or region information of the address
country	string	The country information of the address
pincode	string	The postal or zip code of the address
updated_at	date	The date and time at which the address information was last updated in the accounting platform

External Links

Property	Type	Description
platform_id	string	The Platform's ID for the external link
data_model	string	The data model to which this link is related. Values are: COMPANY_INFO, CONTACTS
data_model_id	string	The unique identifier for the data model associated with this link
link	string	The URL or email data.
type	enum	The type of link. Values are: WEBSITE, EMAIL.
updated_at	date	The date and time at which the link information was last updated in the accounting platform

The Company Info Object

{
  "platform_id": "1234567890123456789"
  "name": "RootFi",
  "legal_name": "RootFi Inc.",
  "base_currency": "INR",
  "fiscal_start_at": "2023-12-31T00:00:00.000Z",
  "org_created_at": "2023-12-31T00:00:00.000Z",
  "registration_number": "07CEUPK5322M1ZX",
  "tax_number": "ODSPS1279G",
  "updated_at": "2023-12-31T00:00:00.000Z"
}