Transactions
The Transaction includes different types of transactions. The Transactions object does not cover expenses, credit notes, vendor credit, invoices, purchase orders, and journal entries. See the “transaction_type” field for more information.
Properties
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_dateString
Optional
The date upon which the transaction occurred.
accountString
Optional
The transaction's account.
contactString
Optional
The contact to whom the transaction relates to.
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.
exchange_rateString
Optional
The transaction's exchange rate.
companyString
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.
JSON
{
  "remote_id": "121222",
  "memo": "Pickleball paddles",
  "unit_price": "25.0",
  "quantity": "10.0",
  "item": "0958cbc6-6040-430a-848e-aafacbadf4ae",
  "account": "2b38c085-2620-4269-b5ec-75dd9095ed2c",
  "tracking_category": "f1214c24-2702-4617-b74b-3ddecfc0d384",
  "tracking_categories": [
    "f1214c24-2702-4617-b74b-3ddecfc0d384",
    "9b840d2-686a-465a-8a8e-7b028498f8e4",
    "a47e11b6-c73b-4a0c-be31-130fc48177fa"
  ],
  "total_line_amount": 260,
  "tax_rate": "a12e7c20-1922-9df7-s75n-edfeewnn7384",
  "currency": "USD",
  "exchange_rate": "2.9",
  "company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
  "modified_at": "2021-10-16T00:00:00Z"
}
Properties
tracking_categoriesArray
Required
The line's associated tracking categories.
remote_idString
Optional
The third-party API ID of the matching object.
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.
itemString
Optional
accountString
Optional
The line item's account.
tracking_categoryString
Optional
The line's associated tracking category.
total_line_amountString
Optional
The line item's total.
tax_rateString
Optional
The line item's tax rate.
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.
exchange_rateString
Optional
The line item's exchange rate.
companyString
Optional
The company the line belongs to.
modified_atString
Required
This is the datetime that this object was last updated by Merge
remote_was_deletedBoolean
Required
Indicates whether or not this object has been deleted by third party webhooks.
accounting_periodString
Optional
The accounting period that the Transaction was generated in.
idString
Required
remote_idString
Optional
The third-party API ID of the matching object.
modified_atString
Required
This is the datetime that this object was last updated by Merge
field_mappingsObject
Optional
remote_dataRemoteData[]
Optional
The Transaction object
JSON
{
  "transaction_type": "estimate",
  "number": "122",
  "transaction_date": "2020-03-31T00:00:00Z0",
  "account": "3e442c5d-8f51-4103-b5c9-dcee39c30a08",
  "contact": "2c22ce34-5c6e-4fc7-a594-7f26bb4cf78b",
  "total_amount": 260,
  "currency": "USD",
  "exchange_rate": "2.9",
  "company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
  "tracking_categories": [
    "b38c59b0-a9d7-4740-b1ee-5436c6751e3d",
    "9b840d2-686a-465a-8a8e-7b028498f8e4",
    "a47e11b6-c73b-4a0c-be31-130fc48177fa"
  ],
  "line_items": [
    {
      "remote_id": "121222",
      "memo": "Pickleball paddles",
      "unit_price": "25.0",
      "quantity": "10.0",
      "item": "0958cbc6-6040-430a-848e-aafacbadf4ae",
      "account": "2b38c085-2620-4269-b5ec-75dd9095ed2c",
      "tracking_category": "f1214c24-2702-4617-b74b-3ddecfc0d384",
      "tracking_categories": [
        "f1214c24-2702-4617-b74b-3ddecfc0d384",
        "9b840d2-686a-465a-8a8e-7b028498f8e4",
        "a47e11b6-c73b-4a0c-be31-130fc48177fa"
      ],
      "total_line_amount": 260,
      "tax_rate": "a12e7c20-1922-9df7-s75n-edfeewnn7384",
      "currency": "USD",
      "exchange_rate": "2.9",
      "company": "595c8f97-2ac4-45b7-b000-41bdf43240b5"
    },
    {
      "memo": "Pickleball Balls",
      "unit_price": 1,
      "quantity": 10,
      "item": "249c9faa-3045-4a31-953b-8f22d3613301",
      "account": "3e442c5d-8f51-4103-b5c9-dcee39c30a08",
      "tracking_category": "f1214c24-2702-4617-b74b-3ddecfc0d384",
      "tracking_categories": [
        "f1214c24-2702-4617-b74b-3ddecfc0d384",
        "9b840d2-686a-465a-8a8e-7b028498f8e4",
        "a47e11b6-c73b-4a0c-be31-130fc48177fa"
      ],
      "total_line_amount": 20,
      "tax_rate": "a12e7c20-1922-9df7-s75n-edfeewnn7384"
    }
  ],
  "remote_was_deleted": true,
  "accounting_period": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
  "id": "0048ea5b-911e-4dff-9364-92070dea62ff",
  "remote_id": "239741",
  "modified_at": "2021-10-16T00:00:00Z",
Show advanced fields
}
GET
/transactions

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

US
EU

Returns a list of Transaction objects.


Header Parameters
AuthorizationString
Required
Token-based authentication with required prefix "Bearer"
X-Account-TokenString
Required
Token identifying the end user.
Query & Path Parameters
company_idString
Optional
If provided, will only return accounting transactions for this company.
created_afterString
Optional
If provided, will only return objects created after this datetime.
created_beforeString
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
Whether to include data that was marked as deleted by third party webhooks.
include_remote_dataBoolean
Optional
Whether to include the original data Merge fetched from the third-party to produce these models.
modified_afterString
Optional
If provided, only objects synced by Merge after this date time will be returned.
modified_beforeString
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_afterString
Optional
If provided, will only return objects created after this datetime.
transaction_date_beforeString
Optional
If provided, will only return objects created before this datetime.
Response
JSON
{
  "next": "cD0yMDIxLTAxLTA2KzAzJTNBMjQlM0E1My40MzQzMjYlMkIwMCUzQTAw",
  "previous": "cj1sZXdwd2VycWVtY29zZnNkc2NzUWxNMEUxTXk0ME16UXpNallsTWtJ",
  "results": [
    {
      "transaction_type": "estimate",
      "number": "122",
      "transaction_date": "2020-03-31T00:00:00Z0",
      "account": "3e442c5d-8f51-4103-b5c9-dcee39c30a08",
      "contact": "2c22ce34-5c6e-4fc7-a594-7f26bb4cf78b",
      "total_amount": 260,
      "currency": "USD",
      "exchange_rate": "2.9",
      "company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
      "tracking_categories": [
        "b38c59b0-a9d7-4740-b1ee-5436c6751e3d",
        "9b840d2-686a-465a-8a8e-7b028498f8e4",
        "a47e11b6-c73b-4a0c-be31-130fc48177fa"
      ],
      "line_items": [
        {
          "remote_id": "121222",
          "memo": "Pickleball paddles",
          "unit_price": "25.0",
          "quantity": "10.0",
          "item": "0958cbc6-6040-430a-848e-aafacbadf4ae",
          "account": "2b38c085-2620-4269-b5ec-75dd9095ed2c",
          "tracking_category": "f1214c24-2702-4617-b74b-3ddecfc0d384",
          "tracking_categories": [
            "f1214c24-2702-4617-b74b-3ddecfc0d384",
            "9b840d2-686a-465a-8a8e-7b028498f8e4",
            "a47e11b6-c73b-4a0c-be31-130fc48177fa"
          ],
          "total_line_amount": 260,
          "tax_rate": "a12e7c20-1922-9df7-s75n-edfeewnn7384",
          "currency": "USD",
          "exchange_rate": "2.9",
          "company": "595c8f97-2ac4-45b7-b000-41bdf43240b5"
        },
        {
          "memo": "Pickleball Balls",
          "unit_price": 1,
          "quantity": 10,
          "item": "249c9faa-3045-4a31-953b-8f22d3613301",
          "account": "3e442c5d-8f51-4103-b5c9-dcee39c30a08",
          "tracking_category": "f1214c24-2702-4617-b74b-3ddecfc0d384",
          "tracking_categories": [
            "f1214c24-2702-4617-b74b-3ddecfc0d384",
            "9b840d2-686a-465a-8a8e-7b028498f8e4",
            "a47e11b6-c73b-4a0c-be31-130fc48177fa"
          ],
          "total_line_amount": 20,
          "tax_rate": "a12e7c20-1922-9df7-s75n-edfeewnn7384"
        }
      ],
      "remote_was_deleted": true,
      "accounting_period": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
      "id": "0048ea5b-911e-4dff-9364-92070dea62ff",
      "remote_id": "239741",
      "modified_at": "2021-10-16T00:00:00Z",
Show advanced fields
    }
  ]
}
Field support by platform
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

companyString
contactString
currencyEnum
line_itemsTransactionLineItem[]
remote_idstring
memostring
unit_pricestring
quantitystring
itemstring
accountstring
tracking_categorystring
tracking_categoriesarray
total_line_amountstring
tax_ratestring
currencystring
exchange_ratestring
companystring
modified_atstring
numberString
remote_dataRemoteData[]
pathstring
datastring
remote_idString
total_amountString
tracking_categoriesArray
transaction_dateString
transaction_typeString
NetSuite
NetSuite

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

accountString
accounting_periodString
companyString
contactString
currencyEnum
exchange_rateString
line_itemsTransactionLineItem[]
remote_idstring
memostring
unit_pricestring
quantitystring
itemstring
accountstring
tracking_categorystring
tracking_categoriesarray
total_line_amountstring
tax_ratestring
currencystring
exchange_ratestring
companystring
modified_atstring
numberString
remote_dataRemoteData[]
pathstring
datastring
remote_idString
total_amountString
tracking_categoriesArray
transaction_dateString
transaction_typeString
QuickBooks Online
QuickBooks Online

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

accountString
contactString
currencyEnum
exchange_rateString
line_itemsTransactionLineItem[]
remote_idstring
memostring
unit_pricestring
quantitystring
itemstring
accountstring
tracking_categorystring
tracking_categoriesarray
total_line_amountstring
tax_ratestring
currencystring
exchange_ratestring
companystring
modified_atstring
numberString
remote_dataRemoteData[]
pathstring
datastring
remote_idString
total_amountString
tracking_categoriesArray
transaction_dateString
transaction_typeString
Xero
Xero

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

exchange_rateString
line_itemsTransactionLineItem[]
remote_idstring
memostring
unit_pricestring
quantitystring
itemstring
accountstring
tracking_categorystring
tracking_categoriesarray
total_line_amountstring
tax_ratestring
currencystring
exchange_ratestring
companystring
modified_atstring
remote_dataRemoteData[]
pathstring
datastring
remote_idString
total_amountString
transaction_dateString
transaction_typeString
Not seeing a platform that you're looking for? Submit a request for it here.
Hint: Use the /linked-accounts endpoint to pull platform support information.
GET
/transactions/{id}

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

US
EU

Returns a Transaction object with the given id.


Header Parameters
AuthorizationString
Required
Token-based authentication with required prefix "Bearer"
X-Account-TokenString
Required
Token identifying the end user.
Query & Path Parameters
expandString
Optional
Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.
idString
Required
include_remote_dataBoolean
Optional
Whether to include the original data Merge fetched from the third-party to produce these models.
Response
JSON
{
  "transaction_type": "estimate",
  "number": "122",
  "transaction_date": "2020-03-31T00:00:00Z0",
  "account": "3e442c5d-8f51-4103-b5c9-dcee39c30a08",
  "contact": "2c22ce34-5c6e-4fc7-a594-7f26bb4cf78b",
  "total_amount": 260,
  "currency": "USD",
  "exchange_rate": "2.9",
  "company": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
  "tracking_categories": [
    "b38c59b0-a9d7-4740-b1ee-5436c6751e3d",
    "9b840d2-686a-465a-8a8e-7b028498f8e4",
    "a47e11b6-c73b-4a0c-be31-130fc48177fa"
  ],
  "line_items": [
    {
      "remote_id": "121222",
      "memo": "Pickleball paddles",
      "unit_price": "25.0",
      "quantity": "10.0",
      "item": "0958cbc6-6040-430a-848e-aafacbadf4ae",
      "account": "2b38c085-2620-4269-b5ec-75dd9095ed2c",
      "tracking_category": "f1214c24-2702-4617-b74b-3ddecfc0d384",
      "tracking_categories": [
        "f1214c24-2702-4617-b74b-3ddecfc0d384",
        "9b840d2-686a-465a-8a8e-7b028498f8e4",
        "a47e11b6-c73b-4a0c-be31-130fc48177fa"
      ],
      "total_line_amount": 260,
      "tax_rate": "a12e7c20-1922-9df7-s75n-edfeewnn7384",
      "currency": "USD",
      "exchange_rate": "2.9",
      "company": "595c8f97-2ac4-45b7-b000-41bdf43240b5"
    },
    {
      "memo": "Pickleball Balls",
      "unit_price": 1,
      "quantity": 10,
      "item": "249c9faa-3045-4a31-953b-8f22d3613301",
      "account": "3e442c5d-8f51-4103-b5c9-dcee39c30a08",
      "tracking_category": "f1214c24-2702-4617-b74b-3ddecfc0d384",
      "tracking_categories": [
        "f1214c24-2702-4617-b74b-3ddecfc0d384",
        "9b840d2-686a-465a-8a8e-7b028498f8e4",
        "a47e11b6-c73b-4a0c-be31-130fc48177fa"
      ],
      "total_line_amount": 20,
      "tax_rate": "a12e7c20-1922-9df7-s75n-edfeewnn7384"
    }
  ],
  "remote_was_deleted": true,
  "accounting_period": "595c8f97-2ac4-45b7-b000-41bdf43240b5",
  "id": "0048ea5b-911e-4dff-9364-92070dea62ff",
  "remote_id": "239741",
  "modified_at": "2021-10-16T00:00:00Z",
Show advanced fields
}
Field support by platform
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

companyString
contactString
currencyEnum
line_itemsTransactionLineItem[]
remote_idstring
memostring
unit_pricestring
quantitystring
itemstring
accountstring
tracking_categorystring
tracking_categoriesarray
total_line_amountstring
tax_ratestring
currencystring
exchange_ratestring
companystring
modified_atstring
numberString
remote_dataRemoteData[]
pathstring
datastring
remote_idString
total_amountString
tracking_categoriesArray
transaction_dateString
transaction_typeString
NetSuite
NetSuite

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

accountString
accounting_periodString
companyString
contactString
currencyEnum
exchange_rateString
line_itemsTransactionLineItem[]
remote_idstring
memostring
unit_pricestring
quantitystring
itemstring
accountstring
tracking_categorystring
tracking_categoriesarray
total_line_amountstring
tax_ratestring
currencystring
exchange_ratestring
companystring
modified_atstring
numberString
remote_dataRemoteData[]
pathstring
datastring
remote_idString
total_amountString
tracking_categoriesArray
transaction_dateString
transaction_typeString
QuickBooks Online
QuickBooks Online

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

accountString
contactString
currencyEnum
exchange_rateString
line_itemsTransactionLineItem[]
remote_idstring
memostring
unit_pricestring
quantitystring
itemstring
accountstring
tracking_categorystring
tracking_categoriesarray
total_line_amountstring
tax_ratestring
currencystring
exchange_ratestring
companystring
modified_atstring
numberString
remote_dataRemoteData[]
pathstring
datastring
remote_idString
total_amountString
tracking_categoriesArray
transaction_dateString
transaction_typeString
Xero
Xero

Merge supports Passthrough Requests to this platform's API

Supported Response Fields

exchange_rateString
line_itemsTransactionLineItem[]
remote_idstring
memostring
unit_pricestring
quantitystring
itemstring
accountstring
tracking_categorystring
tracking_categoriesarray
total_line_amountstring
tax_ratestring
currencystring
exchange_ratestring
companystring
modified_atstring
remote_dataRemoteData[]
pathstring
datastring
remote_idString
total_amountString
transaction_dateString
transaction_typeString
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Hint: Use the /linked-accounts endpoint to pull platform support information.
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