Download OpenAPI specification:Download
Retrieve a single instance of model
with the given uuid
or
external_id
+team_uuid
.
model
: The name of the model to search for the instance.uuid
: The UUID of the instance to retrieve. Optional if external_id
is
provided.external_id
: The External ID of the instance to retrieve.
Not used if uuid
is provided.fetch_details
: Fetch detail records if true
. Defaults to false
.detail_models
: Deprecated. Use include_models
instead.include_models
: Comma separated related model names to fetch, or empty
string to fetch all. Only used if fetch_details
is true
.exclude_models
: Optional comma separated related model names to exclude.team_uuid
: The team_uuid of the instance to retrieve. Required if
external_id
is specified.active_only
: Retrieve active (i.e. not soft-deleted) instances only.
Defaults to True
.include_nulls
: If False
, strips null and empty values from the response.
Defaults to True
.model | string (Model) |
uuid | string <uuid4> (Uuid) |
external_id | string (External Id) |
fetch_details | boolean (Fetch Details) Default: false |
detail_models | string (Detail Models) Default: "" |
include_models | string (Include Models) Default: "" |
exclude_models | string (Exclude Models) Default: "" |
include_paths | string (Include Paths) Default: "" |
exclude_paths | string (Exclude Paths) Default: "" |
active_only | boolean (Active Only) Default: true |
include_nulls | boolean (Include Nulls) Default: true |
simplified | boolean (Simplified) Default: false |
x-team | string <uuid4> (X-Team) |
{- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
Deletes a list of UUIDs of a given model.
x-team | string (X-Team) |
model required | string (Model) |
uuids required | Array of strings <uuid4> (Uuids) [ items <uuid4 > ] |
soft_delete | boolean (Soft Delete) Default: false |
{- "model": "string",
- "uuids": [
- "string"
], - "soft_delete": false
}
{- "success": true,
- "status": "string",
- "message": "string",
- "deleted": [
- "string"
], - "failed": [
- "string"
]
}
Retrieve multiple instances of multiple models as defined in the payload.
Works like a batch version of the GET /resources
endpoint.
payload
: A list of dicts with the keys model
, uuid
, external_id
,
and team_uuid
.active_only
: Only return active (i.e. not soft-deleted) instances. Defaults
to True
.include_nulls
: If False
, strips null and empty values from the response.
Defaults to True
.simplified
: If True
, returns a simplified (flat) response. Defaults to
False
.active_only | boolean (Active Only) Default: true |
include_nulls | boolean (Include Nulls) Default: true |
simplified | boolean (Simplified) Default: false |
x-team | string (X-Team) |
model | string (Model) |
uuid | string <uuid4> (Uuid) |
external_id | string (External Id) |
fetch_details | boolean (Fetch Details) Default: false |
include_models | Array of strings (Include Models) Default: [] |
exclude_models | Array of strings (Exclude Models) Default: [] |
include_paths | Array of strings (Include Paths) Default: [] |
exclude_paths | Array of strings (Exclude Paths) Default: [] |
detail_models | Array of strings (Detail Models) Default: [] |
[- {
- "model": "string",
- "uuid": "string",
- "external_id": "string",
- "fetch_details": false,
- "include_models": [ ],
- "exclude_models": [ ],
- "include_paths": [ ],
- "exclude_paths": [ ],
- "detail_models": [ ]
}
]
{- "status": "string",
- "resources": [
- {
- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
]
}
Retrieve multiple instances of multiple models as defined in the payload.
Works like a batch version of the GET /resources
endpoint.
payload
: A search query as described by SearchQuerySchema.active_only
: Only return active (i.e. not soft-deleted) instances. Defaults
to True
.team_agnostic
: If True
, ignores the x-team
header and returns instances
from all teams.flat
: If True
, returns a list of flat (not nested) dicts.active_only | boolean (Active Only) Default: true |
team_agnostic | boolean (Team Agnostic) Default: false |
flat | boolean (Flat) Default: false |
paginate | boolean (Paginate) Default: true |
ignore_count | boolean (Ignore Count) Default: false |
x-team | string (X-Team) |
model required | string (Model) |
select | Array of strings (Select) |
filter | object (Filter) |
exclude | object (Exclude) |
search | object (Search) |
dependency_state | object (Dependency State) |
order_by | Array of strings (Order By) |
Array of Distinct (any) or Distinct (boolean) (Distinct) | |
annotate | object (Annotate) |
aggregate | object (Aggregate) |
offset | integer (Offset) Default: 0 |
limit | integer (Limit) Default: 100 |
{- "model": "string",
- "select": [
- "string"
], - "filter": { },
- "exclude": { },
- "search": { },
- "dependency_state": { },
- "order_by": [
- "string"
], - "distinct": [
- null
], - "annotate": { },
- "aggregate": { },
- "offset": 0,
- "limit": 100
}
{- "model": "string",
- "count": 0,
- "total_count": 0,
- "offset": 0,
- "limit": 0,
- "has_more": true,
- "data": [
- { }
]
}
Attempt to find records based on a uuid
or external_id
+team_uuid
and
update them if found, or create new records if not. This endpoint
can be used to update/create multiple objects of multiple, unrelated
models.
payload.data
: A list of dicts with the keys model
, uuid
, external_id
,
team_uuid
, and data
.payload.batch
: If True
then the operation may be queued by the endpoint.
:return: Either a list of the updated/created objects, or a task_id if the operation
was queued.include_nulls | boolean (Include Nulls) Default: true |
x-team | string (X-Team) |
required | Array of objects (Data) |
batch | boolean (Batch) Default: false |
simplified | boolean (Simplified) Default: false |
migration | boolean (Migration) Default: false |
fetch | boolean (Fetch) Default: false |
create | boolean (Create) Default: false |
update | boolean (Update) Default: false |
replace | boolean (Replace) Default: false |
clear_nulls | boolean (Clear Nulls) Default: false |
dry_run | boolean (Dry Run) Default: false |
{- "data": [
- {
- "model": "string",
- "data": { },
- "fetch": true,
- "create": true,
- "update": true,
- "replace": true,
- "submit": false,
- "enrich": false,
- "dry_run": false,
- "update_status": false,
- "additional_event_data": { }
}
], - "batch": false,
- "simplified": false,
- "migration": false,
- "fetch": false,
- "create": false,
- "update": false,
- "replace": false,
- "clear_nulls": false,
- "dry_run": false
}
{- "status": "string",
- "resources": [
- {
- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
]
}
Check for existing duplicates of the resource list passed in the payload.
This endpoint uses the same payload format as the update_or_create
endpoint,
but it doesn't actually create any records.
:return: A list of lists, where the inner list is the duplicates found (if any).
x-team | string (X-Team) |
header required | object (Header) |
columns required | Array of strings (Columns) |
required | Array of strings or strings (Rows) [ items ] |
{- "header": { },
- "columns": [
- "string"
], - "rows": [
- [
- "string"
]
]
}
{- "header": {
- "property1": [
- null
], - "property2": [
- null
]
}, - "lines": [
- {
- "property1": [
- null
], - "property2": [
- null
]
}
]
}
Check for existing duplicates of the resource list passed in the payload.
This endpoint uses the same payload format as the update_or_create
endpoint,
but it doesn't actually create any records.
:return: A list of lists, where the inner list is the duplicates found (if any).
x-team | string (X-Team) |
required | Array of objects (Data) |
batch | boolean (Batch) Default: false |
simplified | boolean (Simplified) Default: false |
migration | boolean (Migration) Default: false |
fetch | boolean (Fetch) Default: false |
create | boolean (Create) Default: false |
update | boolean (Update) Default: false |
replace | boolean (Replace) Default: false |
clear_nulls | boolean (Clear Nulls) Default: false |
dry_run | boolean (Dry Run) Default: false |
{- "data": [
- {
- "model": "string",
- "data": { },
- "fetch": true,
- "create": true,
- "update": true,
- "replace": true,
- "submit": false,
- "enrich": false,
- "dry_run": false,
- "update_status": false,
- "additional_event_data": { }
}
], - "batch": false,
- "simplified": false,
- "migration": false,
- "fetch": false,
- "create": false,
- "update": false,
- "replace": false,
- "clear_nulls": false,
- "dry_run": false
}
{- "status": "string",
- "duplicates": [ ]
}
Finds a model instance using a uuid
or external_id
, and makes copy of
it for each item in the payload.
payload.data
: A list of dicts with the keys model
and data
.
:return: The list of duplicated instances.x-team | string (X-Team) |
model required | string (Model) |
uuid | string <uuid4> (Uuid) |
external_id | string (External Id) |
[- {
- "model": "string",
- "uuid": "string",
- "external_id": "string"
}
]
{- "status": "string",
- "resources": [
- {
- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
]
}
Finds model instances using a uuid
or external_id
, and converts them to a
different module and/or submodule.
payload.data
: A list of dicts with the keys model
and data
.
:return: The list of converted instances.x-team | string (X-Team) |
model required | string (Model) |
uuid | string <uuid4> (Uuid) |
external_id | string (External Id) |
module required | string (Module) |
submodule required | string (Submodule) |
duplicate | boolean (Duplicate) Default: false |
[- {
- "model": "string",
- "uuid": "string",
- "external_id": "string",
- "module": "string",
- "submodule": "string",
- "duplicate": false
}
]
{- "status": "string",
- "resources": [
- {
- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
]
}
Transform models between module/submodules with specific rules
x-team | string (X-Team) |
model required | string (Model) |
uuid | string <uuid4> (Uuid) |
external_id | string (External Id) |
module required | string (Module) |
submodule required | string (Submodule) |
object (Duplicate Arguments) Default: {"duplicate_lines":true} | |
object (Transform Arguments) Default: {"receive_lines":[]} |
[- {
- "model": "string",
- "uuid": "string",
- "external_id": "string",
- "module": "string",
- "submodule": "string",
- "duplicate_arguments": {
- "duplicate_lines": true
}, - "transform_arguments": {
- "receive_lines": [ ]
}
}
]
{- "status": "string",
- "resources": [
- {
- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
]
}
Move transactions between teams
x-team | string (X-Team) |
model required | string (Model) |
uuid required | string <uuid4> (Uuid) |
new_team_uuid required | string <uuid4> (New Team Uuid) |
[- {
- "model": "string",
- "uuid": "string",
- "new_team_uuid": "string"
}
]
{- "status": "string",
- "resources": [
- {
- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
]
}
For a given Transaction and date_issued string (YYYY-MM-DD), return the due_date calculated, based on the Customer's or Supplier's payment terms - based on the transaction's module and submodule.
uuid required | string <uuid4> (Uuid) |
date_issued required | string (Date Issued) |
x-team | string <uuid4> (X-Team) |
{- "success": true,
- "data": [
- null
]
}
It is assumed that conversion to the Team Data UUID that encodes the model has been done by the caller, for sake of implementation simplicity at this time.
x-team | string (X-Team) |
string (Email) | |
uuid required | string (Uuid) |
id required | integer (Id) |
[- {
- "email": "string",
- "uuid": "string",
- "id": 0
}
]
{- "success": true,
- "data": [
- null
]
}
x-team | string (X-Team) |
transaction_uuid | string <uuid> (Transaction Uuid) |
date_issued required | string <date> (Date Issued) |
module required | string (Module) |
submodule required | string (Submodule) |
document_type | string (Document Type) |
status | string (Status) |
currency | string (Currency) |
tax_included | boolean (Tax Included) |
supplier_id | string <uuid> (Supplier Id) |
customer_id | string <uuid> (Customer Id) |
employee_id | string <uuid> (Employee Id) |
required | Array of objects (Lines) |
{- "transaction_uuid": "3a6bcbed-b7dc-4791-84fe-b20f12be4001",
- "date_issued": "2019-08-24",
- "module": "string",
- "submodule": "string",
- "document_type": "string",
- "status": "string",
- "currency": "string",
- "tax_included": true,
- "supplier_id": "3cb1e20c-c6c9-4e71-ba66-399c468f697c",
- "customer_id": "160c0c4b-9966-4dc1-a916-8407eb10d74e",
- "employee_id": "df4fd699-0854-488d-9cc2-15e751a80ee3",
- "lines": [
- {
- "line_uuid": "9e7574fe-bdba-45e4-a7ea-861287f5a8c6",
- "account_id": "449e7a5c-69d3-4b8a-aaaf-5c9b713ebc65",
- "location_id": "46910cc3-ab41-4b80-b4a7-94dab9f1b795",
- "subsidiary_id": "d403c263-7610-4ef9-bd57-1503d6091ba3",
- "department_id": "094fb5f1-8160-46ea-8cec-010c4b44e054",
- "item_id": "4d8cd62e-a579-4dae-af8c-3172f96f8f7c",
- "employee_id": "df4fd699-0854-488d-9cc2-15e751a80ee3",
- "project_id": "405d8375-3514-403b-8c43-83ae74cfe0e9",
- "cost_centre_id": "30d6d5d4-9850-4d2f-97b2-5a2e48f456ac",
- "project_task_id": "3c0547d9-ed37-480b-b00e-e071e694d183",
- "cost_type_id": "5cb6b93f-876e-4ac6-8d89-aad1bf5be5da",
- "fixed_asset_id": "fd93a66a-f68a-4c5e-ba07-0fa81b1ea0dc",
- "warehouse_id": "825f5f2b-307c-4cc1-9373-6d0c4692d478",
- "zone_id": "4495020a-236f-46e0-9453-e3f9cc6476f4",
- "supplier_id": "3cb1e20c-c6c9-4e71-ba66-399c468f697c",
- "customer_id": "160c0c4b-9966-4dc1-a916-8407eb10d74e",
- "discount_amount": 0,
- "tax_rate_decimal": 0,
- "total": 0,
- "quantity": 0,
- "unit_price": 0
}
]
}
{- "status": "string",
- "budget_lines": [
- {
- "budget_uuid": "e9846131-7d0b-4638-84d4-df2e028bad21",
- "budget_name": "string",
- "budget_description": "string",
- "budget_type": "string",
- "budget_interval": "string",
- "budget_line_uuid": "77e824f5-4af2-4fd8-bdec-ab4f3dea9c16",
- "budget_line_description": "string",
- "start": "2019-08-24",
- "end": "2019-08-24",
- "total_exclusive_local": 0,
- "spend_new_local": 0,
- "spend_pending_local": 0,
- "spend_committed_local": 0,
- "spend_actual_local": 0,
- "spend_processing_local": 0,
- "total_spend_local": 0,
- "remaining_local": 0,
- "this_spend_new_local": 0,
- "this_spend_pending_local": 0,
- "this_spend_committed_local": 0,
- "this_spend_actual_local": 0,
- "this_spend_processing_local": 0,
- "this_total_spend_local": 0,
- "budget_owner_uuids": [ ],
- "budget_line_owner_uuids": [ ],
- "transaction_line_uuids": [ ]
}
]
}
x-team | string (X-Team) |
budget_uuid | string <uuid> (Budget Uuid) |
relink_all | boolean (Relink All) Default: false |
force | boolean (Force) Default: false |
{- "budget_uuid": "e9846131-7d0b-4638-84d4-df2e028bad21",
- "relink_all": false,
- "force": false
}
{- "success": true
}
Attach a file to a specific model and uuid.
x-team | string (X-Team) |
model required | string (Model) |
object_uuid required | string (Object Uuid) |
file_uuid required | string <uuid4> (File Uuid) |
attachment_type required | string (Attachment Type) |
replace_uuid | string <uuid4> (Replace Uuid) |
replaced_attachment_type | string (Replaced Attachment Type) |
{- "model": "string",
- "object_uuid": "string",
- "file_uuid": "string",
- "attachment_type": "string",
- "replace_uuid": "string",
- "replaced_attachment_type": "string"
}
{- "success": true
}
have a status not set to "DELETED" and have no value for deleted_at, as we want to detect and prevent duplicates.
sha1_digest required | string (Sha1 Digest) |
x-team | string (X-Team) |
{- "success": true,
- "data": {
- "created_at": "2019-08-24T14:15:22Z",
- "updated_at": "2019-08-24T14:15:22Z",
- "uuid": "095be615-a8ad-4c33-8e9c-c7612fbf6c9f",
- "id": 0,
- "deleted_at": "2019-08-24T14:15:22Z",
- "status_type": "string",
- "status": "string",
- "status_at": "2019-08-24T14:15:22Z",
- "organization": "452c1a86-a0af-475b-b03f-724878b0f387",
- "team": "95527efb-6695-4aae-916e-c9869b1fb2bd",
- "external_id": "string",
- "created_by": "ee824cad-d7a6-4f48-87dc-e8461a9201c4",
- "updated_by": "deea00dc-b6b6-4412-a483-26ac61e1f6fe",
- "submitted_by": "6703ac2f-9eb5-40e9-9fde-511b2dbf4be5",
- "ordering": 0,
- "custom": { },
- "migration_notes_json": { },
- "document_type": "",
- "is_approved": false,
- "is_complete": false,
- "completed_at": "2019-08-24T14:15:22Z",
- "validation_level": "string",
- "validation_json": { },
- "s3_path": "string",
- "sanitised_filename": "string",
- "size": 0,
- "sha1_digest": "string",
- "detected_mime_type": "string",
- "for_extraction": true,
- "ingestion_json": { },
- "enrichment_json": { },
- "module": "SYSTEM",
- "submodule": "FILE",
- "threads": [
- "497f6eca-6276-4993-bfeb-53cbbbba6f08"
], - "approvals": [
- "497f6eca-6276-4993-bfeb-53cbbbba6f08"
], - "log_messages": [
- "497f6eca-6276-4993-bfeb-53cbbbba6f08"
], - "datasets": [
- 0
], - "depends_on": [
- 0
], - "dependency_of": [
- 0
], - "related_resource_of": [
- 0
]
}
}
Request the full, signed S3 path for a file, when supplied with the File's UUID.
uuid required | string <uuid> (Uuid) |
x-team | string (X-Team) |
{- "success": true,
- "data": [
- null
]
}
Request the full, signed S3 path for a file, when supplied with the File's UUID. Redirects to the signed S3 URL to initiate the download.
uuid required | string <uuid> (Uuid) |
model_name required | string (Model Name) |
attachment_type required | string (Attachment Type) |
x-team | string (X-Team) |
{- "success": true,
- "data": [
- null
]
}
Create a new Inbox for the specified Team.
x-team | string (X-Team) |
name required | string (Name) |
mailbox required | string (Mailbox) |
resource_module required | string (Resource Module) |
location_uuid | string <uuid4> (Location Uuid) |
subsidiary_uuid | string <uuid4> (Subsidiary Uuid) |
{- "name": "string",
- "mailbox": "string",
- "resource_module": "string",
- "location_uuid": "string",
- "subsidiary_uuid": "string"
}
{- "success": true,
- "data": [
- null
]
}
Send an email from an Inbox. The email sending API requires a valid Inbox UUID to be used.
x-team | string (X-Team) |
inbox_uuid required | string <uuid4> (Inbox Uuid) |
thread_uuid | string <uuid4> (Thread Uuid) |
required | To Address (string) or Array of To Address (strings) (To Address) |
subject required | string (Subject) |
email_body required | string (Email Body) |
html_body | boolean (Html Body) Default: true |
cc_addresses | Array of strings (Cc Addresses) |
bcc_addresses | Array of strings (Bcc Addresses) |
Array of objects (Attachments) |
{- "inbox_uuid": "string",
- "thread_uuid": "string",
- "to_address": "string",
- "subject": "string",
- "email_body": "string",
- "html_body": true,
- "cc_addresses": [
- "string"
], - "bcc_addresses": [
- "string"
], - "attachments": [
- {
- "model": "string",
- "uuid": "string",
- "attach_to_email": true,
- "attachment_types": [
- "string"
]
}
]
}
{- "success": true,
- "data": [
- null
]
}
Trigger the logic to query Postmark for the verification status of all custom send domains and update the CustomSendDomain objects in the database, as appropriate.
x-team | string (X-Team) |
{- "success": true,
- "data": [
- null
]
}
x-team | string (X-Team) |
domain_name required | string (Domain Name) |
verification_email required | string (Verification Email) |
{- "domain_name": "string",
- "verification_email": "string"
}
{- "success": true,
- "data": {
- "message": "Custom Send Domain created successfully. Please complete the Zudello and Postmark verification procedures.",
- "dkim_hostname": "string",
- "dkim_public_key": "string"
}
}
Check that the provided Zudello Verification code is correct for the Custom Send Domain specified by the provided UUID. Set "zudello_verified" to True if it is.
x-team | string (X-Team) |
uuid required | string <uuid4> (Uuid) |
verification_code required | string (Verification Code) |
{- "uuid": "string",
- "verification_code": "string"
}
{- "success": true,
- "data": [
- null
]
}
Place an order and send an email from an Inbox.
x-team | string (X-Team) |
transaction_uuid | string <uuid4> (Transaction Uuid) |
inbox_uuid | string <uuid4> (Inbox Uuid) |
send_email | boolean (Send Email) Default: false |
To Address (string) or Array of To Address (strings) (To Address) | |
subject | string (Subject) |
email_body | string (Email Body) |
html_body | boolean (Html Body) Default: true |
cc_addresses | Array of strings (Cc Addresses) |
bcc_addresses | Array of strings (Bcc Addresses) |
{- "transaction_uuid": "string",
- "inbox_uuid": "string",
- "send_email": false,
- "to_address": "string",
- "subject": "string",
- "email_body": "string",
- "html_body": true,
- "cc_addresses": [
- "string"
], - "bcc_addresses": [
- "string"
]
}
{- "success": true,
- "data": [
- null
]
}
Apply a supplier-configured expense split to the given transaction
x-team | string (X-Team) |
transaction_uuid required | string <uuid4> (Transaction Uuid) |
{- "transaction_uuid": "string"
}
{- "success": true,
- "data": [
- null
]
}
Upload a file to be imported later
x-team | string <uuid4> (X-Team) |
file required | string <binary> (File) |
resource_type required | string (Resource Type) |
related_resource_uuid | string <uuid4> (Related Resource Uuid) |
module | string (Module) Default: "" |
submodule | string (Submodule) Default: "" |
document_type | string (Document Type) Default: "" |
enrich | boolean (Enrich) Default: false |
status | string (Status) Default: "" |
autonumber | boolean (Autonumber) Default: false |
{- "success": true,
- "data": {
- "uuid": "string",
- "headers": [
- null
], - "row_count": 0,
- "sample_data": [
- { }
], - "auto_mappings": [
- { }
]
}
}
Return the specified number of lines from the specified import file as a dict
import_uuid required | string <uuid4> (Import Uuid) |
lines | integer (Lines) Default: 10 |
x-team | string <uuid4> (X-Team) |
{- "success": true,
- "data": [
- null
]
}
Queue a mapping spec and attempt to import the specified import.
import_uuid required | string <uuid4> (Import Uuid) |
x-team | string <uuid4> (X-Team) |
ignored_columns | Array of strings (Ignored Columns) |
Array of objects (Defaults) | |
required | Array of objects (Map) |
Array of objects (Overrides) | |
replace_existing | boolean (Replace Existing) Default: false |
{- "map": [
- {
- "attribute": "document_number",
- "mapped_to": "Number"
}, - {
- "attribute": "date_issued",
- "mapped_to": "Issued"
}, - {
- "attribute": "date_due",
- "mapped_to": "Due"
}, - {
- "attribute": "total",
- "mapped_to": "Total"
}, - {
- "attribute": "locations",
- "mapped_to": "Location",
- "relation": {
- "payload_key": "locations",
- "attribute": "external_id"
}
}
], - "overrides": [
- {
- "attribute": "module",
- "value": "PURCHASING"
}, - {
- "attribute": "submodule",
- "value": "ORDER"
}
]
}
{- "success": true,
- "data": [
- null
]
}
Export original documents as specified in the search query
template_name required | string (Template Name) |
x-team | string <uuid4> (X-Team) |
model required | string (Model) |
select | Array of strings (Select) |
filter | object (Filter) |
exclude | object (Exclude) |
search | object (Search) |
dependency_state | object (Dependency State) |
order_by | Array of strings (Order By) |
Array of Distinct (any) or Distinct (boolean) (Distinct) | |
annotate | object (Annotate) |
aggregate | object (Aggregate) |
offset | integer (Offset) Default: 0 |
limit | integer (Limit) Default: 100 |
{- "model": "string",
- "select": [
- "string"
], - "filter": { },
- "exclude": { },
- "search": { },
- "dependency_state": { },
- "order_by": [
- "string"
], - "distinct": [
- null
], - "annotate": { },
- "aggregate": { },
- "offset": 0,
- "limit": 100
}
{- "success": true,
- "data": [
- null
]
}
Export results of specified search query as CSV file
template_name required | string (Template Name) |
x-team | string <uuid4> (X-Team) |
model required | string (Model) |
select | Array of strings (Select) |
filter | object (Filter) |
exclude | object (Exclude) |
search | object (Search) |
dependency_state | object (Dependency State) |
order_by | Array of strings (Order By) |
Array of Distinct (any) or Distinct (boolean) (Distinct) | |
annotate | object (Annotate) |
aggregate | object (Aggregate) |
offset | integer (Offset) Default: 0 |
limit | integer (Limit) Default: 100 |
{- "model": "string",
- "select": [
- "string"
], - "filter": { },
- "exclude": { },
- "search": { },
- "dependency_state": { },
- "order_by": [
- "string"
], - "distinct": [
- null
], - "annotate": { },
- "aggregate": { },
- "offset": 0,
- "limit": 100
}
{- "success": true,
- "data": [
- null
]
}
Download a specific export, specified by its UUID. Users requesting download must be part of the same team that created the Export.
download_uuid required | string <uuid4> (Download Uuid) |
x-team | string <uuid4> (X-Team) |
{- "success": true,
- "data": [
- null
]
}
Apply relationships from matched entities to the transaction and associated lines.
transaction_uuid required | string <uuid> (Transaction Uuid) |
x-team | string <uuid> (X-Team) |
{- "success": true,
- "data": [
- null
]
}
Link invoice, purchase order and purchase receipt transactions and return transactions and any allocations. Use either the (optional) StatementLineLinkages (as provided by the front end) or try to determine them via matching logic. After allocation, the apply+coding step is also run on the transaction.
x-team | string <uuid> (X-Team) |
from_uuid required | string <uuid> (From Uuid) |
to_uuids | Array of strings <uuid> (To Uuids) [ items <uuid > ] |
{- "from_uuid": "1d304ad3-8aa4-48b9-a308-7b5ca7b07f62",
- "to_uuids": [
- "497f6eca-6276-4993-bfeb-53cbbbba6f08"
]
}
{- "success": true,
- "data": [
- null
]
}
Link Transaction Lines and return from_transaction and any allocations. Unlike /link_transactions endpoint, this one does not attempt to automatically match lines and uses the line UUIDs provided by the front end. After allocation, the apply + coding step is also run on the Transaction.
x-team | string <uuid> (X-Team) |
from_uuid required | string <uuid> (From Uuid) |
to_uuids required | Array of strings <uuid> (To Uuids) [ items <uuid > ] |
quantity | number (Quantity) |
amount | number (Amount) |
{- "from_uuid": "1d304ad3-8aa4-48b9-a308-7b5ca7b07f62",
- "to_uuids": [
- "497f6eca-6276-4993-bfeb-53cbbbba6f08"
], - "quantity": 0,
- "amount": 0
}
{- "success": true,
- "data": [
- null
]
}
Link invoices and credits to the given statement (or remittance advice in the SALES module).
statement required | string <uuid> (Statement) |
x-team | string <uuid> (X-Team) |
{- "success": true,
- "data": [
- null
]
}
Generate and attach a templated PDF to a resource
x-team | string (X-Team) |
model required | string (Model) |
uuid required | string (Uuid) |
template_uuid | string (Template Uuid) |
{- "model": "string",
- "uuid": "string",
- "template_uuid": "string"
}
{- "success": true,
- "data": [
- null
]
}
Generate and attach a templated PDF to a resource, downloading it
x-team | string (X-Team) |
model required | string (Model) |
uuid required | string (Uuid) |
template_uuid | string (Template Uuid) |
{- "model": "string",
- "uuid": "string",
- "template_uuid": "string"
}
{- "success": true,
- "data": [
- null
]
}
Generate and download a PDF for a resource from the template file provided
x-team | string (X-Team) |
file required | string <binary> (File) |
model | string (Model) Default: "" |
uuid | string <uuid> (Uuid) |
{- "success": true,
- "data": [
- null
]
}
Generate a specific report PDF for a given model
Reports may require a specific model type, or may be generic for multiple models.
x-team | string (X-Team) |
model required | string (Model) |
uuid required | string (Uuid) |
report_type required | any (ReportType) Enum: "APPROVAL_HISTORY" "SYSTEM_DOCUMENT" An enumeration. |
{- "model": "string",
- "uuid": "string",
- "report_type": "APPROVAL_HISTORY"
}
{- "success": true,
- "data": [
- null
]
}
Get exchange rate for a given currency pair and date.
:param base_currency: Base currency code, as 3-letter ISO currency code :param to_currency: Target currency code, as 3-letter ISO currency code :date: Date for which to retrieve exchange rate, as ISO 8601 datetime string. If not provided, or if a future date is requested, the latest exchange rate will be returned. Dates are truncated to midnight of the requested day. ie: H:M:S == 00:00:00
base_currency required | string (Base Currency) |
to_currency required | string (To Currency) |
date | string (Date) |
x-team | string <uuid4> (X-Team) |
{- "success": true,
- "data": [
- null
]
}
Get most up-to-date status for an ABN from the Australian Business Register.
:param abn: Australian Business Number as a string. This will be collapsed to 11 digits before being queried against the database. Spaces and dashes are removed, anything else will be left so "junk" will raise an error.
abn required | string (Abn) |
x-team | string <uuid4> (X-Team) |
{- "success": true,
- "data": [
- null
]
}
x-team | string <uuid4> (X-Team) |
user_token required | string (User Token) |
{- "user_token": "string"
}
{- "success": true,
- "data": [
- null
]
}
x-team | string <uuid4> (X-Team) |
resource_type required | string (Resource Type) |
{- "resource_type": "string"
}
{- "success": true,
- "data": [
- null
]
}
Get a list of all model nams.
for_export
: If true, only return models that can be exported.for_export | boolean (For Export) Default: false |
x-team | string (X-Team) |
{- "success": true,
- "models": [
- "string"
]
}
Get a list of all field names (including relations) that can be used to filter/export a given model.
model
: The model name.model required | string (Model) |
x-team | string (X-Team) |
{- "success": true,
- "relations": { }
}
x-team | string (X-Team) |
module required | string (Module) |
submodule required | string (Submodule) |
required | Array of objects (Item Lines) |
use_item_alternative required | boolean (Use Item Alternative) |
use_item_pricing required | boolean (Use Item Pricing) |
use_line required | boolean (Use Line) |
use_item required | boolean (Use Item) |
line_field | string (Line Field) |
team_id | string <uuid> (Team Id) |
account_id | string <uuid> (Account Id) |
location_id | string <uuid> (Location Id) |
subsidiary_id | string <uuid> (Subsidiary Id) |
department_id | string <uuid> (Department Id) |
employee_id | string <uuid> (Employee Id) |
project_id | string <uuid> (Project Id) |
cost_centre_id | string <uuid> (Cost Centre Id) |
project_task_id | string <uuid> (Project Task Id) |
cost_type_id | string <uuid> (Cost Type Id) |
warehouse_id | string <uuid> (Warehouse Id) |
zone_id | string <uuid> (Zone Id) |
supplier_id | string <uuid> (Supplier Id) |
customer_id | string <uuid> (Customer Id) |
unit_of_measure_id | string <uuid> (Unit Of Measure Id) |
{- "module": "string",
- "submodule": "string",
- "item_lines": [
- {
- "item_id": "4d8cd62e-a579-4dae-af8c-3172f96f8f7c",
- "purchase_price": 0,
- "retail_price": 0,
- "account_id": "449e7a5c-69d3-4b8a-aaaf-5c9b713ebc65",
- "account_group_id": "b1dbd22d-775a-46d9-87cf-0e3115c63eab",
- "cost_centre_id": "30d6d5d4-9850-4d2f-97b2-5a2e48f456ac",
- "cost_type_id": "5cb6b93f-876e-4ac6-8d89-aad1bf5be5da",
- "currency_id": "305e0674-ee79-42b7-bf83-278294a47a7b",
- "customer_id": "160c0c4b-9966-4dc1-a916-8407eb10d74e",
- "customer_category_id": "86b68749-df5b-49d1-b950-00cdb6d4b349",
- "customer_group_id": "9136bb06-5b02-45e6-b51e-7d2eea8ad1e4",
- "department_id": "094fb5f1-8160-46ea-8cec-010c4b44e054",
- "expense_category_id": "2eb32bf9-532e-40af-a96e-e2a25046253a",
- "fixed_asset_id": "fd93a66a-f68a-4c5e-ba07-0fa81b1ea0dc",
- "location_id": "46910cc3-ab41-4b80-b4a7-94dab9f1b795",
- "project_id": "405d8375-3514-403b-8c43-83ae74cfe0e9",
- "project_group_id": "0760a68c-ce08-415f-8555-55c1ec5fe297",
- "project_task_id": "3c0547d9-ed37-480b-b00e-e071e694d183",
- "project_type_id": "d44a44db-c7dc-4e97-96c1-3e6edde807f3",
- "subsidiary_id": "d403c263-7610-4ef9-bd57-1503d6091ba3",
- "supplier_id": "3cb1e20c-c6c9-4e71-ba66-399c468f697c",
- "supplier_category_id": "1157a946-a93f-447d-aa36-80092bb61625",
- "supplier_group_id": "7d3f4262-4711-4450-84a7-b89cde2c5e5b",
- "tax_rate_id": "6156135d-450b-464c-b854-039a7690a62e",
- "unit_of_measure_id": "6280affd-2ee1-4aac-ba20-4c65cbe194bb",
- "warehouse_id": "825f5f2b-307c-4cc1-9373-6d0c4692d478",
- "zone_id": "4495020a-236f-46e0-9453-e3f9cc6476f4"
}
], - "use_item_alternative": true,
- "use_item_pricing": true,
- "use_line": true,
- "use_item": true,
- "line_field": "string",
- "team_id": "810007d0-bec5-486c-b5d1-28fcd8a079ba",
- "account_id": "449e7a5c-69d3-4b8a-aaaf-5c9b713ebc65",
- "location_id": "46910cc3-ab41-4b80-b4a7-94dab9f1b795",
- "subsidiary_id": "d403c263-7610-4ef9-bd57-1503d6091ba3",
- "department_id": "094fb5f1-8160-46ea-8cec-010c4b44e054",
- "employee_id": "df4fd699-0854-488d-9cc2-15e751a80ee3",
- "project_id": "405d8375-3514-403b-8c43-83ae74cfe0e9",
- "cost_centre_id": "30d6d5d4-9850-4d2f-97b2-5a2e48f456ac",
- "project_task_id": "3c0547d9-ed37-480b-b00e-e071e694d183",
- "cost_type_id": "5cb6b93f-876e-4ac6-8d89-aad1bf5be5da",
- "warehouse_id": "825f5f2b-307c-4cc1-9373-6d0c4692d478",
- "zone_id": "4495020a-236f-46e0-9453-e3f9cc6476f4",
- "supplier_id": "3cb1e20c-c6c9-4e71-ba66-399c468f697c",
- "customer_id": "160c0c4b-9966-4dc1-a916-8407eb10d74e",
- "unit_of_measure_id": "6280affd-2ee1-4aac-ba20-4c65cbe194bb"
}
{- "status": "string",
- "item_matches": [
- {
- "item_id": "4d8cd62e-a579-4dae-af8c-3172f96f8f7c",
- "prices": [
- {
- "price": 0,
- "price_type": "purchase_price",
- "source": "Item",
- "match_details": [
- "string"
]
}
]
}
]
}
resource_uuid required | string <uuid4> (Resource Uuid) |
X-Team | string <uuid4> (X-Team) |
{- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
X-Team | string <uuid4> (X-Team) |
resource_model required | string (Resource Model) |
resource_uuid required | string <uuid4> (Resource Uuid) |
required | Array of objects (Milestones) |
{- "resource_model": "string",
- "resource_uuid": "string",
- "milestones": [
- {
- "name": "string",
- "status": "ACTIVE",
- "resource_status": "string",
- "resource_editable": false,
- "steps": [
- {
- "status_type": "string",
- "status_at": "2019-08-24T14:15:22Z",
- "organization_id": "7c60d51f-b44e-4682-87d6-449835ea4de6",
- "is_approved": false,
- "is_complete": false,
- "validation_level": "string",
- "validation_json": { },
- "status": "APPROVED",
- "name": "string",
- "include_submitter": true,
- "auto_approve_submitter": false,
- "apply_previous": false,
- "criteria_pass": 1,
- "criteria_fail": 1,
- "notify": true,
- "approval_external": true,
- "include_attachment": true,
- "forms": [
- {
- "model": "string",
- "model_uuid": "e630cd00-a263-42ca-9b5b-b1fe718847fc",
- "status_pass": "string",
- "status_fail": "string"
}
], - "approver_users": [ ],
- "approver_groups": [ ],
- "reminders": [
- {
- "name": "string",
- "unit": "MINUTE",
- "quantity": 0
}
], - "external": [
- {
- "name": "string",
- "email": "string"
}
], - "escalate": {
- "unit": "MINUTE",
- "quantity": 0
}
}
]
}
]
}
{- "success": true,
- "data": {
- "status_type": "string",
- "status_at": "2019-08-24T14:15:22Z",
- "organization": "452c1a86-a0af-475b-b03f-724878b0f387",
- "is_approved": false,
- "is_complete": false,
- "completed_at": "2019-08-24T14:15:22Z",
- "validation_level": "string",
- "validation_json": { },
- "resource_uuid": "9a3c106a-0244-4962-b5f2-052f4eb77461",
- "status": "ACTIVE",
- "uuid": "string",
- "milestones": [
- {
- "status_type": "string",
- "status_at": "2019-08-24T14:15:22Z",
- "organization": "452c1a86-a0af-475b-b03f-724878b0f387",
- "is_approved": false,
- "is_complete": false,
- "validation_level": "string",
- "validation_json": { },
- "name": "string",
- "status": "ACTIVE",
- "resource_status": "string",
- "resource_editable": false,
- "active_at": "2019-08-24T14:15:22Z",
- "completed_at": "2019-08-24T14:15:22Z",
- "uuid": "string",
- "steps": [
- {
- "status_type": "string",
- "status_at": "2019-08-24T14:15:22Z",
- "organization": "452c1a86-a0af-475b-b03f-724878b0f387",
- "is_approved": false,
- "is_complete": false,
- "validation_level": "string",
- "validation_json": { },
- "status": "APPROVED",
- "name": "string",
- "include_submitter": true,
- "auto_approve_submitter": false,
- "apply_previous": false,
- "criteria_pass": 1,
- "criteria_fail": 1,
- "notify": true,
- "approval_external": true,
- "include_attachment": true,
- "escalate_unit": "string",
- "escalate_quantity": 0,
- "escalate_at": "2019-08-24T14:15:22Z",
- "escalated_at": "2019-08-24T14:15:22Z",
- "completed_at": "2019-08-24T14:15:22Z",
- "uuid": "095be615-a8ad-4c33-8e9c-c7612fbf6c9f",
- "forms": [
- {
- "model": "string",
- "model_uuid": "e630cd00-a263-42ca-9b5b-b1fe718847fc",
- "status_pass": "string",
- "status_fail": "string"
}
], - "approver_users": [ ],
- "approver_groups": [ ],
- "reminders": [
- {
- "name": "string",
- "unit": "MINUTE",
- "quantity": 0
}
], - "external": [
- {
- "status_type": "string",
- "status": "string",
- "status_at": "2019-08-24T14:15:22Z",
- "organization": "452c1a86-a0af-475b-b03f-724878b0f387",
- "is_approved": false,
- "is_complete": false,
- "completed_at": "2019-08-24T14:15:22Z",
- "validation_level": "string",
- "validation_json": { },
- "name": "string",
- "email": "string",
- "response": "string",
- "reason": "string"
}
]
}
]
}
]
}
}
X-Team | string <uuid4> (X-Team) |
status required | string (ProcessStatusEnum) Enum: "APPROVED" "REJECTED" An enumeration. |
resource_model | string (Resource Model) |
resource_uuid | string <uuid4> (Resource Uuid) |
uuid required | string <uuid4> (Uuid) |
reason | string (Reason) |
user_uuid required | string <uuid4> (User Uuid) |
check_only | boolean (Check Only) Default: false |
{- "status": "APPROVED",
- "resource_model": "string",
- "resource_uuid": "string",
- "uuid": "string",
- "reason": "string",
- "user_uuid": "string",
- "check_only": false
}
{- "success": true
}
X-Team | string <uuid4> (X-Team) |
user_uuid required | string <uuid4> (User Uuid) |
required | Array of objects (Approvals) |
{- "user_uuid": "string",
- "approvals": [
- {
- "resource_model": "string",
- "resource_uuid": "string",
- "status": "APPROVED",
- "reason": "string"
}
]
}
{- "success": true,
- "data": [
- {
- "success": true,
- "message": ""
}
]
}
X-Team | string <uuid4> (X-Team) |
uuid required | string <uuid4> (Uuid) |
reason | string (Reason) |
user_uuid required | string <uuid4> (User Uuid) |
{- "uuid": "string",
- "reason": "string",
- "user_uuid": "string"
}
{- "success": true
}
X-Team | string <uuid4> (X-Team) |
resource_uuid required | string <uuid4> (Resource Uuid) |
{- "resource_uuid": "string"
}
{- "success": true
}
X-Team | string <uuid4> (X-Team) |
resource_uuid required | string <uuid4> (Resource Uuid) |
{- "resource_uuid": "string"
}
{- "success": true
}
X-Team | string <uuid4> (X-Team) |
resource_uuid required | string <uuid4> (Resource Uuid) |
milestone_uuid required | string <uuid4> (Milestone Uuid) |
{- "resource_uuid": "string",
- "milestone_uuid": "string"
}
{- "success": true
}
X-Team | string <uuid4> (X-Team) |
resource_uuids required | Array of strings <uuid4> (Resource Uuids) [ items <uuid4 > ] |
{- "resource_uuids": [
- "string"
]
}
{- "success": true
}
X-Team | string <uuid4> (X-Team) |
current_user required | string <uuid> (Current User) |
new_user required | string <uuid> (New User) |
step_uuid required | string <uuid> (Step Uuid) |
reason | string (Reason) |
{- "current_user": "4d1c5e1a-8669-45fd-b0c4-d32e8646ee7c",
- "new_user": "acba1969-e260-4cdf-aecd-2ea73262163e",
- "step_uuid": "36cbcda5-79a6-4bf3-8e09-f04e24f64b58",
- "reason": "string"
}
{- "success": true
}
team_uuids required | Array of strings <uuid4> (Team Uuids) [ items <uuid4 > ] |
channel required | string (ChannelEnum) Enum: "web" "mobile" An enumeration. |
read required | boolean (Read) |
types | Array of strings (Types) |
resource | string <uuid4> (Resource) |
{- "team_uuids": [
- "string"
], - "channel": "web",
- "read": true,
- "types": [
- "string"
], - "resource": "string"
}
[- {
- "team_uuid": "string",
- "count": 0
}
]
page | integer (Page) Default: 1 |
offset | integer (Offset) Default: 10 |
team_uuids required | Array of strings <uuid4> (Team Uuids) [ items <uuid4 > ] |
channel required | string (ChannelEnum) Enum: "web" "mobile" An enumeration. |
read required | boolean (Read) |
types | Array of strings (Types) |
resource | string <uuid4> (Resource) |
{- "team_uuids": [
- "string"
], - "channel": "web",
- "read": true,
- "types": [
- "string"
], - "resource": "string"
}
{- "total": 0,
- "per_page": 0,
- "results": [
- null
]
}
channel required | string (ChannelEnum) Enum: "web" "mobile" An enumeration. |
read required | boolean (Read) |
types | Array of strings (NotificationTypeChoices) Items Enum: "new_document" "assignee" "approval_required" "approval_reminder" "approval_escalation" "approval_delegation" "approval_approved" "approval_rejected" "mention" "comment" |
resource | string <uuid4> (Resource) |
uuids | Array of strings <uuid4> (Uuids) [ items <uuid4 > ] |
{- "channel": "web",
- "read": true,
- "types": [
- "new_document"
], - "resource": "string",
- "uuids": [
- "string"
]
}
{- "message_channels_updated": 0
}
event_model required | string (Event Model) |
event_type required | string (Event Type) |
event_time required | string <date-time> (Event Time) |
resource_model required | string (Resource Model) |
resource_uuid required | string (Resource Uuid) |
team required | string <uuid4> (Team) |
user | string <uuid4> (User) |
previous required | object (Previous) |
data required | object (Data) |
{- "event_model": "string",
- "event_type": "string",
- "event_time": "2019-08-24T14:15:22Z",
- "resource_model": "string",
- "resource_uuid": "string",
- "team": "string",
- "user": "string",
- "previous": { },
- "data": { }
}
{ }
Returns the Slack and/or MS Teams handles for a particular team user
user_uuid required | string <uuid4> (User Uuid) |
X-Team | string <uuid4> (X-Team) |
{- "success": true,
- "data": {
- "uuid": "095be615-a8ad-4c33-8e9c-c7612fbf6c9f",
- "team": "95527efb-6695-4aae-916e-c9869b1fb2bd",
- "user": "76f62a58-5404-486d-9afc-07bded328704",
- "slack_user_id": "string",
- "teams_user_id": "string"
}
}
Sets the Slack and/or MS Teams handles for a particular user and team combination. Updates or creates the MessagingHandle entity.
X-Team | string <uuid4> (X-Team) |
user_id required | string <uuid> (User) |
slack_user_id required | string (Slack User Id) <= 255 characters |
teams_user_id required | string (Teams User Id) <= 255 characters |
{- "user_id": "a169451c-8525-4352-b8ca-070dd449a1a5",
- "slack_user_id": "string",
- "teams_user_id": "string"
}
{- "success": true,
- "data": {
- "uuid": "095be615-a8ad-4c33-8e9c-c7612fbf6c9f",
- "team": "95527efb-6695-4aae-916e-c9869b1fb2bd",
- "user": "76f62a58-5404-486d-9afc-07bded328704",
- "slack_user_id": "string",
- "teams_user_id": "string"
}
}
Return the user's preferences for a particular user and team combination
user_uuid required | string <uuid4> (User Uuid) |
X-Team | string <uuid4> (X-Team) |
{- "success": true,
- "data": [
- {
- "uuid": "string",
- "user_id": "string",
- "notification_type": "string",
- "email": true,
- "web": true,
- "mobile": true,
- "slack": true,
- "teams": true,
- "disabled": true
}
]
}
Set preferences for a particular user and team combination. Updates or creates the Preferences entities.
X-Team | string <uuid4> (X-Team) |
uuid required | string <uuid4> (Uuid) |
user_id required | string <uuid4> (User Id) |
email required | boolean (Email) |
web required | boolean (Web) |
mobile required | boolean (Mobile) |
slack required | boolean (Slack) |
teams required | boolean (Teams) |
disabled required | boolean (Disabled) |
[- {
- "uuid": "string",
- "user_id": "string",
- "email": true,
- "web": true,
- "mobile": true,
- "slack": true,
- "teams": true,
- "disabled": true
}
]
{- "success": true,
- "data": [
- {
- "uuid": "string",
- "user_id": "string",
- "notification_type": "string",
- "email": true,
- "web": true,
- "mobile": true,
- "slack": true,
- "teams": true,
- "disabled": true
}
]
}
Return details of notification types configured in the system.
X-Team | string <uuid4> (X-Team) |
{- "success": true,
- "data": [
- {
- "created_at": "2019-08-24T14:15:22Z",
- "updated_at": "2019-08-24T14:15:22Z",
- "uuid": "095be615-a8ad-4c33-8e9c-c7612fbf6c9f",
- "deleted_at": "2019-08-24T14:15:22Z",
- "name": "string",
- "group": "string",
- "label": "string",
- "description": "string",
- "event": "string",
- "priority": 0
}
]
}
X-Team | string <uuid4> (X-Team) |
field_names required | Array of strings (Field Names) |
resource_uuid required | string (Resource Uuid) |
{- "field_names": [
- "string"
], - "resource_uuid": "string"
}
{- "success": true,
- "data": {
- "document_number": "MY-INV-001",
- "reference": "ABC",
- "custom": {
- "notes": "result"
}
}
}