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Cobalt API
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Checked 17h ago · Updated 1mo ago
Details
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Accounts
11
Alerts
1
App Store
1
Brokerage
12
Categories
10
Chat
4
Imports
15
get
List resumable import jobs
get
Suggest column mapping (Step 2)
post
Confirm column mapping
get
Suggest account mapping (Step 3)
post
Confirm account mapping
get
Suggest category mapping (Step 4)
post
Confirm category mapping
get
Sample of staged rows
get
All staged rows
patch
Patch editable fields on a staged row
get
Account + category resolutions for this import
post
Commit staged rows into transactions
post
Cancel an in-progress commit
get
Get import job status
delete
Discard an in-progress import job
Institutions
4
Plaid
4
Research
7
SnapTrade
1
Subscriptions
2
Tags
5
Transactions
10
User
9
Imports
Confirm column mapping
post
/api/imports/{id}/column-map
Path parameters
id
string
uuid
required
Request body
object
required
defaultAccountName
string
defaultDate
string
mapping
object
required
singleAccountChoice
union
Response
Mapping confirmed; rows staged
object
required
rejected
integer
required
staged
integer
required
success
boolean
required