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API Reference

Create an incoming transaction

Creates a new incoming transaction. Returns the IncomingTransaction object.

Parameters

merchant(string)required

Merchant or payee name.

amount(number)required

Non-negative amount. Legacy negative amounts are normalized to a positive amount plus DEBIT.

direction(enum)

DEBIT or CREDIT. Defaults to CREDIT when omitted; negative amount implies DEBIT.

currency(string)required

ISO 4217 currency code.

transactionDate(string)required

Date of transaction (YYYY-MM-DD).

reference(string)

Reference or transaction ID.

description(string)required

Transaction description.

source(enum)required

Data source.

rawData(object)

Raw data from source. When present with non-manual source, merchant/amount/currency/transactionDate/description are optional. Required when source is csv.