Codat.Sync.Expenses 2.1.0

Sync for Expenses

Embedded accounting integrations for corporate card providers.

SDK Installation

Nuget

dotnet add package Codat.Sync.Expenses

Example Usage

using CodatSyncExpenses;
using CodatSyncExpenses.Models.Shared;
using CodatSyncExpenses.Models.Operations;

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

var res = await sdk.Accounts.CreateAsync(new CreateAccountRequest() {
    Account = new Account() {
        Currency = "EUR",
        CurrentBalance = 0M,
        Description = "Invoices the business has issued but has not yet collected payment on.",
        FullyQualifiedCategory = "Asset.Current",
        FullyQualifiedName = "Cash On Hand",
        Id = "1b6266d1-1e44-46c5-8eb5-a8f98e03124e",
        IsBankAccount = false,
        Metadata = new AccountMetadata() {
            IsDeleted = false,
        },
        ModifiedDate = "2022-10-23T00:00:00.000Z",
        Name = "Accounts Receivable",
        NominalCode = "610",
        SourceModifiedDate = "2022-10-23T00:00:00.000Z",
        Status = CodatSyncExpenses.Models.Shared.AccountStatus.Active,
        Type = CodatSyncExpenses.Models.Shared.AccountType.Asset,
        ValidDatatypeLinks = new List<AccountValidDataTypeLinks>() {
            new AccountValidDataTypeLinks() {
                Links = new List<string>() {
                    "suscipit",
                },
                Property = "iure",
            },
        },
    },
    AllowSyncOnPushComplete = false,
    CompanyId = "8a210b68-6988-11ed-a1eb-0242ac120002",
    ConnectionId = "2e9d2c44-f675-40ba-8049-353bfcb5e171",
    TimeoutInMinutes = 297534,
});

// handle response

Available Resources and Operations

Accounts

• Create - Create account

Companies

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

Configuration

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

Connections

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

Customers

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

Expenses

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

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

Suppliers

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

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

Library generated by Speakeasy