codat-sync-for-expenses 4.0.0

Push expenses to accounting platforms.

Sync for Expenses

Embedded accounting integrations for corporate card providers.

SDK Installation

pip install codat-sync-for-expenses

Example Usage

import codatsyncexpenses
from codatsyncexpenses.models import operations, shared
from decimal import Decimal

s = codatsyncexpenses.CodatSyncExpenses(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

req = operations.CreateAccountRequest(
    account=shared.Account(
        currency='USD',
        current_balance=Decimal('0'),
        description='Invoices the business has issued but has not yet collected payment on.',
        fully_qualified_category='Asset.Current',
        fully_qualified_name='Cash On Hand',
        id='1b6266d1-1e44-46c5-8eb5-a8f98e03124e',
        metadata=shared.AccountMetadata(),
        modified_date='2022-10-23T00:00:00.000Z',
        name='Accounts Receivable',
        nominal_code='610',
        source_modified_date='2022-10-23T00:00:00.000Z',
        status=shared.AccountStatus.ACTIVE,
        supplemental_data=shared.SupplementalData(
            content={
                "Money": {
                    "blue": 'shred',
                },
            },
        ),
        type=shared.AccountType.ASSET,
        valid_datatype_links=[
            shared.AccountValidDataTypeLinks(
                links=[
                    'abnormally',
                ],
            ),
        ],
    ),
    company_id='8a210b68-6988-11ed-a1eb-0242ac120002',
    connection_id='2e9d2c44-f675-40ba-8049-353bfcb5e171',
)

res = s.accounts.create(req)

if res.create_account_response is not None:
    # handle response
    pass

Available Resources and Operations

accounts

• create - Create account
• get_create_model - Get create account model

companies

• create - Create company
• delete - Delete a company
• get - Get company
• list - List companies
• update - Update company

configuration

• get - Get company configuration
• get_mapping_options - Mapping options
• set - Set company configuration

connections

• create - Create connection
• create_partner_expense_connection - 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
• upload_attachment - Upload attachment

manage_data

• get - Get data status
• get_pull_operation - Get pull operation
• list_pull_operations - List pull operations
• refresh_all_data_types - Refresh all data
• refresh_data_type - Refresh data type

push_operations

• 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
• get_last_successful_sync - Last successful sync
• get_latest_sync - Latest sync status
• initiate_sync - Initiate sync
• list - List sync statuses

transaction_status

• get - Get sync transaction
• list - List sync transactions

Pagination

Some of the endpoints in this SDK support pagination. To use pagination, you make your SDK calls as usual, but the returned response object will have a Next method that can be called to pull down the next group of results. If the return value of Next is None, then there are no more pages to be fetched.

Here's an example of one such pagination call:

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