Account data model
Chart of accounts
View field support, webhooks, and list parameters for each integration on the Supported Integrations page.
| Field | Type | Required | Description |
|---|---|---|---|
id | string | No | Identifier used by the SaaS application to uniquely identify the Account |
created_at | string (date-time) | No | Date and time when the Account was created, in ISO 8601 format and UTC (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) |
updated_at | string (date-time) | No | Date and time when the Account was last updated, in ISO 8601 format and UTC (ISO-8601 / YYYY-MM-DDTHH:MM:SSZ format) |
name | string | No | Account name |
description | string | No | Account description |
type | enum | No | Account type, such as BANK. EQUITY, ASSET, ... Values: ACCOUNTS_PAYABLE, ACCOUNTS_RECEIVABLE, BANK, CREDIT_CARD, FIXED_ASSET, LIABILITY, EQUITY, EXPENSE, REVENUE, OTHER |
status | enum | No | Account status, such as ACTIVE or ARCHIVED Values: ACTIVE, ARCHIVED |
balance | number | No | Balance of the account. |
currency | string | No | Account’s currency, in ISO 4217 format (e.g. U.S. dollars is USD) |
customer_defined_code | string | No | Identifier for tracking and categorizing accounts for reporting or analysis purposes that is defined by the end-customer |
is_payable | boolean | No | True if the account is an “accounts payable” account |
parent_id | string | No | The parent account ID for this account |
taxonomy | AccountingAccountTaxonomy[] | No | |
taxonomy[].type | enum | Yes | Values: CLASSIFICATION, GROUP, SUBGROUP, SYSTEM_ROLE, OTHER |
taxonomy[].original_type | string | No | |
taxonomy[].value | string | Yes | |
organization_id | string | No |
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