Transactions

The Transaction common model includes records of all types of transactions that do not appear in other common models. The type of transaction can be identified through the type field. More specifically, it will contain all types of transactions outside of:

  • Credit Notes
  • Expenses
  • Invoices
  • Journal Entries
  • Payments
  • Purchase Orders
  • Vendor Credits
Properties

idUUID
Required

remote_idString
Optional
The third-party API ID of the matching object.

created_atDateTime (ISO 8601)
Required
The datetime that this object was created by Merge.

modified_atDateTime (ISO 8601)
Required
The datetime that this object was modified by Merge.

transaction_typeString
Optional
The type of transaction, which can by any transaction object not already included in Merge’s common model.

numberString
Optional
The transaction's number used for identifying purposes.

transaction_dateDateTime (ISO 8601)
Optional
The date upon which the transaction occurred.

accountUUID
Optional
The transaction's account.

contactUUID
Optional
The contact to whom the transaction relates to.

inclusive_of_taxBoolean
Optional
If the transaction is inclusive or exclusive of tax. True if inclusive, False if exclusive.

total_amountString
Optional
The total amount being paid after taxes.

currencyEnum
Optional
The transaction's currency. Possible values include: XUA, AFN, AFA, ALL, ALK, DZD, ADP, AOA, AOK, AON, AOR, ARA, ARS, ARM, ARP, ARL, AMD, AWG, AUD, ATS, AZN, AZM, BSD, BHD, BDT, BBD, BYN, BYB, BYR, BEF, BEC, BEL, BZD, BMD, BTN, BOB, BOL, BOV, BOP, BAM, BAD, BAN, BWP, BRC, BRZ, BRE, BRR, BRN, BRB, BRL, GBP, BND, BGL, BGN, BGO, BGM, BUK, BIF, XPF, KHR, CAD, CVE, KYD, XAF, CLE, CLP, CLF, CNX, CNY, CNH, COP, COU, KMF, CDF, CRC, HRD, HRK, CUC, CUP, CYP, CZK, CSK, DKK, DJF, DOP, NLG, XCD, DDM, ECS, ECV, EGP, GQE, ERN, EEK, ETB, EUR, XBA, XEU, XBB, XBC, XBD, FKP, FJD, FIM, FRF, XFO, XFU, GMD, GEK, GEL, DEM, GHS, GHC, GIP, XAU, GRD, GTQ, GWP, GNF, GNS, GYD, HTG, HNL, HKD, HUF, IMP, ISK, ISJ, INR, IDR, IRR, IQD, IEP, ILS, ILP, ILR, ITL, JMD, JPY, JOD, KZT, KES, KWD, KGS, LAK, LVL, LVR, LBP, LSL, LRD, LYD, LTL, LTT, LUL, LUC, LUF, MOP, MKD, MKN, MGA, MGF, MWK, MYR, MVR, MVP, MLF, MTL, MTP, MRU, MRO, MUR, MXV, MXN, MXP, MDC, MDL, MCF, MNT, MAD, MAF, MZE, MZN, MZM, MMK, NAD, NPR, ANG, TWD, NZD, NIO, NIC, NGN, KPW, NOK, OMR, PKR, XPD, PAB, PGK, PYG, PEI, PEN, PES, PHP, XPT, PLN, PLZ, PTE, GWE, QAR, XRE, RHD, RON, ROL, RUB, RUR, RWF, SVC, WST, SAR, RSD, CSD, SCR, SLL, XAG, SGD, SKK, SIT, SBD, SOS, ZAR, ZAL, KRH, KRW, KRO, SSP, SUR, ESP, ESA, ESB, XDR, LKR, SHP, XSU, SDD, SDG, SDP, SRD, SRG, SZL, SEK, CHF, SYP, STN, STD, TVD, TJR, TJS, TZS, XTS, THB, XXX, TPE, TOP, TTD, TND, TRY, TRL, TMT, TMM, USD, USN, USS, UGX, UGS, UAH, UAK, AED, UYW, UYU, UYP, UYI, UZS, VUV, VES, VEB, VEF, VND, VNN, CHE, CHW, XOF, YDD, YER, YUN, YUD, YUM, YUR, ZWN, ZRN, ZRZ, ZMW, ZMK, ZWD, ZWR, ZWL. In cases where there is no clear mapping, the original value passed through will be returned. To receive all enum values in the original format, use the show_enum_origins query parameter. Learn more.

exchange_rateString
Optional
The transaction's exchange rate.

companyUUID
Optional
The company the transaction belongs to.

tracking_categoriesArray
Required

line_itemsTransactionLineItem[]
Required
The TransactionLineItem object
The TransactionLineItem object is used to represent a transaction's line items.
Properties

idUUID
Required

remote_idString
Optional
The third-party API ID of the matching object.

created_atDateTime (ISO 8601)
Required
The datetime that this object was created by Merge.

modified_atDateTime (ISO 8601)
Required
The datetime that this object was modified by Merge.

memoString
Optional
An internal note used by the business to clarify purpose of the transaction.

unit_priceString
Optional
The line item's unit price.

quantityString
Optional
The line item's quantity.

itemUUID
Optional

accountUUID
Optional
The line item's account.

tracking_categoryUUIDDeprecated
Optional
The line's associated tracking category.

The tracking_category field on the TransactionLineItem object is deprecated


tracking_categoriesArray
Required
The transaction line item's associated tracking categories.

total_line_amountString
Optional
The line item's total.

tax_rateUUID
Optional
The tax rate that applies to this line item.

currencyEnum
Optional
The line item's currency. Possible values include: XUA, AFN, AFA, ALL, ALK, DZD, ADP, AOA, AOK, AON, AOR, ARA, ARS, ARM, ARP, ARL, AMD, AWG, AUD, ATS, AZN, AZM, BSD, BHD, BDT, BBD, BYN, BYB, BYR, BEF, BEC, BEL, BZD, BMD, BTN, BOB, BOL, BOV, BOP, BAM, BAD, BAN, BWP, BRC, BRZ, BRE, BRR, BRN, BRB, BRL, GBP, BND, BGL, BGN, BGO, BGM, BUK, BIF, XPF, KHR, CAD, CVE, KYD, XAF, CLE, CLP, CLF, CNX, CNY, CNH, COP, COU, KMF, CDF, CRC, HRD, HRK, CUC, CUP, CYP, CZK, CSK, DKK, DJF, DOP, NLG, XCD, DDM, ECS, ECV, EGP, GQE, ERN, EEK, ETB, EUR, XBA, XEU, XBB, XBC, XBD, FKP, FJD, FIM, FRF, XFO, XFU, GMD, GEK, GEL, DEM, GHS, GHC, GIP, XAU, GRD, GTQ, GWP, GNF, GNS, GYD, HTG, HNL, HKD, HUF, IMP, ISK, ISJ, INR, IDR, IRR, IQD, IEP, ILS, ILP, ILR, ITL, JMD, JPY, JOD, KZT, KES, KWD, KGS, LAK, LVL, LVR, LBP, LSL, LRD, LYD, LTL, LTT, LUL, LUC, LUF, MOP, MKD, MKN, MGA, MGF, MWK, MYR, MVR, MVP, MLF, MTL, MTP, MRU, MRO, MUR, MXV, MXN, MXP, MDC, MDL, MCF, MNT, MAD, MAF, MZE, MZN, MZM, MMK, NAD, NPR, ANG, TWD, NZD, NIO, NIC, NGN, KPW, NOK, OMR, PKR, XPD, PAB, PGK, PYG, PEI, PEN, PES, PHP, XPT, PLN, PLZ, PTE, GWE, QAR, XRE, RHD, RON, ROL, RUB, RUR, RWF, SVC, WST, SAR, RSD, CSD, SCR, SLL, XAG, SGD, SKK, SIT, SBD, SOS, ZAR, ZAL, KRH, KRW, KRO, SSP, SUR, ESP, ESA, ESB, XDR, LKR, SHP, XSU, SDD, SDG, SDP, SRD, SRG, SZL, SEK, CHF, SYP, STN, STD, TVD, TJR, TJS, TZS, XTS, THB, XXX, TPE, TOP, TTD, TND, TRY, TRL, TMT, TMM, USD, USN, USS, UGX, UGS, UAH, UAK, AED, UYW, UYU, UYP, UYI, UZS, VUV, VES, VEB, VEF, VND, VNN, CHE, CHW, XOF, YDD, YER, YUN, YUD, YUM, YUR, ZWN, ZRN, ZRZ, ZMW, ZMK, ZWD, ZWR, ZWL. In cases where there is no clear mapping, the original value passed through will be returned. To receive all enum values in the original format, use the show_enum_origins query parameter. Learn more.

exchange_rateString
Optional
The line item's exchange rate.

companyUUID
Optional
The company the line belongs to.

remote_was_deletedBoolean
Required
Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. Learn more.

remote_was_deletedBoolean
Required
Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. Learn more.

accounting_periodUUID
Optional
The accounting period that the Transaction was generated in.

field_mappingsObject
Optional

remote_dataRemoteData[]
Optional


GET
/transactions

https://api.merge.dev/api/accounting/v1/transactions

US
EU
APAC

Returns a list of Transaction objects.


Query & Path Parameters

company_idString
Optional
If provided, will only return accounting transactions for this company.

created_afterDateTime (ISO 8601)
Optional
If provided, will only return objects created after this datetime.

created_beforeDateTime (ISO 8601)
Optional
If provided, will only return objects created before this datetime.

cursorString
Optional
The pagination cursor value.

expandString
Optional
Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.

include_deleted_dataBoolean
Optional
Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. Learn more.

include_remote_dataBoolean
Optional
Whether to include the original data Merge fetched from the third-party to produce these models.

include_shell_dataBoolean
Optional
Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).

modified_afterDateTime (ISO 8601)
Optional
If provided, only objects synced by Merge after this date time will be returned.

modified_beforeDateTime (ISO 8601)
Optional
If provided, only objects synced by Merge before this date time will be returned.

page_sizeInteger
Optional
Number of results to return per page.

remote_idString
Optional
The API provider's ID for the given object.

transaction_date_afterDateTime (ISO 8601)
Optional
If provided, will only return objects created after this datetime.

transaction_date_beforeDateTime (ISO 8601)
Optional
If provided, will only return objects created before this datetime.

Field support by integration
See all supported fields
Use the /linked-accounts endpoint to pull platform support information
FreshBooks
FreshBooks
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central
NetSuite
NetSuite
QuickBooks Online
QuickBooks Online
Sage Intacct
Sage Intacct
Xero
Xero
GET
/transactions/{id}

https://api.merge.dev/api/accounting/v1/transactions/{id}

US
EU
APAC

Returns a Transaction object with the given id.


Query & Path Parameters

expandString
Optional
Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.

idUUID
Required

include_remote_dataBoolean
Optional
Whether to include the original data Merge fetched from the third-party to produce these models.
Field support by integration
See all supported fields
Use the /linked-accounts endpoint to pull platform support information
FreshBooks
FreshBooks
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central
NetSuite
NetSuite
QuickBooks Online
QuickBooks Online
Sage Intacct
Sage Intacct
Xero
Xero