Codat.Sync.Expenses 5.2.0

Sync for Expenses

Embedded accounting integrations for corporate card providers.

SDK Installation

Nuget

dotnet add package Codat.Sync.Expenses

Example Usage

SDK Example Usage

Example

using Codat.Sync.Expenses;
using Codat.Sync.Expenses.Models.Shared;
using System.Collections.Generic;

var sdk = new CodatSyncExpenses(security: new Security() {
        AuthHeader = "Basic BASE_64_ENCODED(API_KEY)",
    });

CompanyRequestBody req = new CompanyRequestBody() {
    Description = "Requested early access to the new financing scheme.",
    Name = "Bank of Dave",
};

var res = await sdk.Companies.CreateAsync(req);

// handle response

Available Resources and Operations

Companies

• Create - Create company
• Delete - Delete a company
• Get - Get company
• List - List companies
• Update - Update company

Connections

• Create - Create connection
• CreatePartnerExpenseConnection - Create partner expense connection
• Delete - Delete connection
• Get - Get connection
• List - List connections
• Unlink - Unlink connection

Accounts

• Create - Create account
• GetCreateModel - Get create account model

Customers

• Create - Create customer
• Get - Get customer
• List - List customers
• Update - Update customer

Suppliers

• Create - Create supplier
• Get - Get supplier
• List - List suppliers
• Update - Update supplier

ManageData

• Get - Get data status
• GetPullOperation - Get pull operation
• ListPullOperations - List pull operations
• RefreshAllDataTypes - Refresh all data
• RefreshDataType - Refresh data type

PushOperations

• Get - Get push operation
• List - List push operations

Configuration

• Get - Get company configuration
• GetMappingOptions - Mapping options
• Set - Set company configuration

Expenses

• Create - Create expense transaction
• Update - Update expense transactions
• UploadAttachment - Upload attachment

Sync

• Get - Get sync status
• GetLastSuccessfulSync - Last successful sync
• GetLatestSync - Latest sync status
• InitiateSync - Initiate sync
• List - List sync statuses

TransactionStatus

• Get - Get sync transaction
• List - List sync transactions

Server Selection

Server Selection

Select Server by Index

You can override the default server globally by passing a server index to the serverIndex: number optional parameter when initializing the SDK client instance. The selected server will then be used as the default on the operations that use it. This table lists the indexes associated with the available servers:

Override Server URL Per-Client

The default server can also be overridden globally by passing a URL to the serverUrl: str optional parameter when initializing the SDK client instance. For example:

Authentication

Per-Client Security Schemes

This SDK supports the following security scheme globally:

You can set the security parameters through the security optional parameter when initializing the SDK client instance. For example:

using Codat.Sync.Expenses;
using Codat.Sync.Expenses.Models.Shared;
using System.Collections.Generic;

var sdk = new CodatSyncExpenses(security: new Security() {
        AuthHeader = "Basic BASE_64_ENCODED(API_KEY)",
    });

CompanyRequestBody req = new CompanyRequestBody() {
    Description = "Requested early access to the new financing scheme.",
    Name = "Bank of Dave",
};

var res = await sdk.Companies.CreateAsync(req);

// handle response

Support

If you encounter any challenges while utilizing our SDKs, please don't hesitate to reach out for assistance. You can raise any issues by contacting your dedicated Codat representative or reaching out to our support team. We're here to help ensure a smooth experience for you.

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