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v18

latestOpenAPI 3.0.0raw.githubusercontent.com2024-11-18167108845.6 KB
accounting/accounts

Create Accounts

Create accounts in any supported Accounting software

post/accounting/accounts

Query parameters

remote_databoolean

Set to true to include data from the original Accounting software.

Headers

x-connection-tokenstring required

The connection token

Request body

namestring nullable

The name of the account

descriptionstring nullable

A description of the account

classificationstring nullable

The classification of the account

typestring nullable

The type of the account

statusstring nullable

The status of the account

current_balancenumber nullable

The current balance of the account

currencystring nullable

The currency of the account

account_numberstring nullable

The account number

parent_accountstring nullable

The UUID of the parent account

company_info_idstring nullable

The UUID of the associated company info

field_mappingsobject nullable

The custom field mappings of the object between the remote 3rd party & Panora

Example request

{
  "name": "Cash",
  "description": "Main cash account for daily operations",
  "classification": "Asset",
  "type": "Current Asset",
  "status": "Active",
  "current_balance": 10000,
  "currency": "USD",
  "account_number": "1000",
  "parent_account": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "company_info_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "field_mappings": {
    "custom_field_1": "value1",
    "custom_field_2": "value2"
  }
}

Response

namestring nullable

The name of the account

descriptionstring nullable

A description of the account

classificationstring nullable

The classification of the account

typestring nullable

The type of the account

statusstring nullable

The status of the account

current_balancenumber nullable

The current balance of the account

currencystring nullable

The currency of the account

account_numberstring nullable

The account number

parent_accountstring nullable

The UUID of the parent account

company_info_idstring nullable

The UUID of the associated company info

field_mappingsobject nullable

The custom field mappings of the object between the remote 3rd party & Panora

idstring nullable

The UUID of the account record

remote_idstring nullable

The remote ID of the account in the context of the 3rd Party

remote_dataobject nullable

The remote data of the account in the context of the 3rd Party

created_atstring date-time nullable

The created date of the account record

modified_atstring date-time nullable

The last modified date of the account record

Example response

{
  "name": "Cash",
  "description": "Main cash account for daily operations",
  "classification": "Asset",
  "type": "Current Asset",
  "status": "Active",
  "current_balance": 10000,
  "currency": "USD",
  "account_number": "1000",
  "parent_account": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "company_info_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "field_mappings": {
    "custom_field_1": "value1",
    "custom_field_2": "value2"
  },
  "id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "remote_id": "account_1234",
  "remote_data": {
    "raw_data": {
      "additional_field": "some value"
    }
  },
  "created_at": "2024-06-15T12:00:00Z",
  "modified_at": "2024-06-15T12:00:00Z"
}