Bank Accounts AI Tools

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In Zoho ERP, you can track your transactions, have manual and automatic feeds imported for your bank and credit card accounts.

Download Bank Accounts OpenAPI Document

End Points

POST

/bankaccounts/{account_id}

GET

/bankaccounts/{account_id}

DELETE

/bankaccounts/{account_id}

POST

/bankaccounts/{account_id}/inactive

POST

/bankaccounts/{account_id}/active

POST

/bankstatements

GET

/bankaccounts/{account_id}/statement/lastimported

DELETE

/bankaccounts/{account_id}/statement/{statement_id}

Attribute

account_id

string

ID of the bank/credit card account.

account_name

string

Name of the Bank/Credit Card account.

account_code

string

Code of the account.

currency_id

string

ID of the currency associated with the account.

currency_code

string

Code of the currency associated with the bank account.

currency_symbol

string

Symbol of the currency associated with the account.

price_precision

integer

Precision of the price values.

account_type

string

Type of account. Values can be Bank or Credit Card.

account_number

string

Number associated with the bank account.

uncategorized_transactions

integer

Number of uncategorized transactions.

total_unprinted_checks

integer

Number of unprinted checks.

is_active

boolean

Indicates whether the account is active.

is_feeds_subscribed

boolean

Indicates whether feeds are enabled for the Bank/Credit Card account.

is_feeds_active

boolean

Indicates whether feeds are active.

balance

double

Balance present in the account.

bank_balance

integer

Balance present in the bank.

bcy_balance

double

Balance in base currency.

bank_name

string

Name of the bank.

is_primary_account

boolean

Indicates whether the account is the primary account in Zoho ERP.

description

string

Description of the account.

refresh_status_code

string

Refresh status code of the bank.

feeds_last_refresh_date

string

Last refreshed date of the feeds.

service_id

string

Service ID of the account.

is_system_account

boolean

Indicates whether the account is a system account.

is_show_warning_for_feeds_refresh

boolean

Indicates whether a warning should be shown when refreshing bank feeds.

{
    "account_id": "460000000050127",
    "account_name": "Corporate Account",
    "account_code": "string",
    "currency_id": "460000000000097",
    "currency_code": "INR",
    "currency_symbol": "₹",
    "price_precision": 2,
    "account_type": "bank",
    "account_number": "80000009823",
    "uncategorized_transactions": 0,
    "total_unprinted_checks": 0,
    "is_active": true,
    "is_feeds_subscribed": false,
    "is_feeds_active": false,
    "balance": 0,
    "bank_balance": 0,
    "bcy_balance": 0,
    "bank_name": "Xavier Bank",
    "is_primary_account": false,
    "description": "Salary details.",
    "refresh_status_code": "string",
    "feeds_last_refresh_date": "string",
    "service_id": "string",
    "is_system_account": false,
    "is_show_warning_for_feeds_refresh": false
}

Create a bank account AI Tools

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Create a bank account or a credit card account for your organization.
OAuth Scope : ERP.banking.CREATE

Arguments

account_name

string

(Required)

Name of the Bank/Credit Card account.

account_type

string

(Required)

Type of account. Values can be Bank or Credit Card.

account_number

string

Number associated with the bank account.

account_code

string

Code of the account.

currency_id

string

ID of the currency associated with the account.

currency_code

string

Code of the currency associated with the bank account.

description

string

Description of the account.

bank_name

string

Name of the bank.

is_primary_account

boolean

Indicates whether the account is the primary account in Zoho ERP.

Query Parameters

organization_id

string

(Required)

ID of the organization

Request Example

parameters_data='{"field1":"value1","field2":"value2"}';
headers_data = Map();
headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
response = invokeUrl
[
url: "https://www.zohoapis.in/erp/v3/bankaccounts?organization_id=10234695"
type: POST
headers: headers_data
content-type: application/json
parameters: parameters_data
connection: <connection_name>
];
info response;

OkHttpClient client = new OkHttpClient();

MediaType mediaType = MediaType.parse("application/json");
RequestBody body = RequestBody.create(mediaType, "{\"field1\":\"value1\",\"field2\":\"value2\"}");
Request request = new Request.Builder()
  .url("https://www.zohoapis.in/erp/v3/bankaccounts?organization_id=10234695")
  .post(body)
  .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f")
  .addHeader("content-type", "application/json")
  .build();

Response response = client.newCall(request).execute();

const options = {
  method: 'POST',
  headers: {
    Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f',
    'content-type': 'application/json'
  },
  body: '{"field1":"value1","field2":"value2"}'
};

fetch('https://www.zohoapis.in/erp/v3/bankaccounts?organization_id=10234695', options)
  .then(response => response.json())
  .then(response => console.log(response))
  .catch(err => console.error(err));

import http.client

conn = http.client.HTTPSConnection("www.zohoapis.in")

payload = "{\"field1\":\"value1\",\"field2\":\"value2\"}"

headers = {
    'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f",
    'content-type': "application/json"
    }

conn.request("POST", "/erp/v3/bankaccounts?organization_id=10234695", payload, headers)

res = conn.getresponse()
data = res.read()

print(data.decode("utf-8"))

const http = require("https");

const options = {
  "method": "POST",
  "hostname": "www.zohoapis.in",
  "port": null,
  "path": "/erp/v3/bankaccounts?organization_id=10234695",
  "headers": {
    "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f",
    "content-type": "application/json"
  }
};

const req = http.request(options, function (res) {
  const chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function () {
    const body = Buffer.concat(chunks);
    console.log(body.toString());
  });
});

req.write(JSON.stringify({field1: 'value1', field2: 'value2'}));
req.end();

curl --request POST \
  --url 'https://www.zohoapis.in/erp/v3/bankaccounts?organization_id=10234695' \
  --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f' \
  --header 'content-type: application/json' \
  --data '{"field1":"value1","field2":"value2"}'

{
    "account_name": "Corporate Account",
    "account_type": "bank",
    "account_number": "80000009823",
    "account_code": "string",
    "currency_id": "460000000000097",
    "currency_code": "INR",
    "description": "Salary details.",
    "bank_name": "Xavier Bank",
    "is_primary_account": false
}

{
    "code": 0,
    "message": "The account has been created.",
    "bankaccount": {
        "account_id": "460000000050127",
        "account_name": "Corporate Account",
        "account_code": "string",
        "currency_id": "460000000000097",
        "currency_code": "INR",
        "currency_symbol": "₹",
        "price_precision": 2,
        "account_type": "bank",
        "account_number": "80000009823",
        "uncategorized_transactions": 0,
        "total_unprinted_checks": 0,
        "is_active": true,
        "is_feeds_subscribed": false,
        "is_feeds_active": false,
        "balance": 0,
        "bank_balance": 0,
        "bcy_balance": 0,
        "bank_name": "Xavier Bank",
        "is_primary_account": false,
        "description": "Salary details.",
        "refresh_status_code": "string",
        "feeds_last_refresh_date": "string",
        "service_id": "string",
        "is_system_account": false,
        "is_show_warning_for_feeds_refresh": false
    }
}

List view of accounts AI Tools

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List all bank and credit card accounts for your organization.
OAuth Scope : ERP.banking.READ

Query Parameters

organization_id

string

(Required)

ID of the organization

filter_by

string

Filter accounts by their status. Allowed Values: Status.All, Status.Active and Status.Inactive.

sort_column

string

Sort the values based on the allowed values. Allowed Values: account_name,account_type and account_code.

page

integer

Page number to be fetched. Default value is 1.

per_page

integer

Number of records to be fetched per page. Default value is 200.

Request Example

headers_data = Map();
headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
response = invokeUrl
[
url: "https://www.zohoapis.in/erp/v3/bankaccounts?organization_id=10234695"
type: GET
headers: headers_data
connection: <connection_name>
];
info response;

OkHttpClient client = new OkHttpClient();

Request request = new Request.Builder()
  .url("https://www.zohoapis.in/erp/v3/bankaccounts?organization_id=10234695")
  .get()
  .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f")
  .build();

Response response = client.newCall(request).execute();

const options = {
  method: 'GET',
  headers: {
    Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'
  }
};

fetch('https://www.zohoapis.in/erp/v3/bankaccounts?organization_id=10234695', options)
  .then(response => response.json())
  .then(response => console.log(response))
  .catch(err => console.error(err));

import http.client

conn = http.client.HTTPSConnection("www.zohoapis.in")

headers = { 'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" }

conn.request("GET", "/erp/v3/bankaccounts?organization_id=10234695", headers=headers)

res = conn.getresponse()
data = res.read()

print(data.decode("utf-8"))

const http = require("https");

const options = {
  "method": "GET",
  "hostname": "www.zohoapis.in",
  "port": null,
  "path": "/erp/v3/bankaccounts?organization_id=10234695",
  "headers": {
    "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f"
  }
};

const req = http.request(options, function (res) {
  const chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function () {
    const body = Buffer.concat(chunks);
    console.log(body.toString());
  });
});

req.end();

curl --request GET \
  --url 'https://www.zohoapis.in/erp/v3/bankaccounts?organization_id=10234695' \
  --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'

{
    "code": 0,
    "message": "success",
    "bankaccounts": [
        {
            "account_id": "460000000050127",
            "account_name": "Corporate Account",
            "account_code": "string",
            "currency_id": "460000000000097",
            "currency_code": "INR",
            "account_type": "bank",
            "account_number": "80000009823",
            "uncategorized_transactions": 0,
            "total_unprinted_checks": 0,
            "is_active": true,
            "balance": 0,
            "bank_balance": 0,
            "bcy_balance": 0,
            "bank_name": "Xavier Bank",
            "is_primary_account": false
        },
        {...},
        {...}
    ]
}

Update bank account AI Tools

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Modify the account that was created.
OAuth Scope : ERP.banking.UPDATE

Arguments

account_name

string

(Required)

Name of the Bank/Credit Card account.

account_type

string

(Required)

Type of account. Values can be Bank or Credit Card.

account_number

string

Number associated with the bank account.

account_code

string

Code of the account.

currency_id

string

ID of the currency associated with the account.

currency_code

string

Code of the currency associated with the bank account.

description

string

Description of the account.

bank_name

string

Name of the bank.

is_primary_account

boolean

Indicates whether the account is the primary account in Zoho ERP.

Path Parameters

account_id

string

(Required)

Unique identifier of the bank account.

Query Parameters

organization_id

string

(Required)

ID of the organization

Request Example

parameters_data='{"field1":"value1","field2":"value2"}';
headers_data = Map();
headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
response = invokeUrl
[
url: "https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127?organization_id=10234695"
type: PUT
headers: headers_data
content-type: application/json
parameters: parameters_data
connection: <connection_name>
];
info response;

OkHttpClient client = new OkHttpClient();

MediaType mediaType = MediaType.parse("application/json");
RequestBody body = RequestBody.create(mediaType, "{\"field1\":\"value1\",\"field2\":\"value2\"}");
Request request = new Request.Builder()
  .url("https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127?organization_id=10234695")
  .put(body)
  .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f")
  .addHeader("content-type", "application/json")
  .build();

Response response = client.newCall(request).execute();

const options = {
  method: 'PUT',
  headers: {
    Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f',
    'content-type': 'application/json'
  },
  body: '{"field1":"value1","field2":"value2"}'
};

fetch('https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127?organization_id=10234695', options)
  .then(response => response.json())
  .then(response => console.log(response))
  .catch(err => console.error(err));

import http.client

conn = http.client.HTTPSConnection("www.zohoapis.in")

payload = "{\"field1\":\"value1\",\"field2\":\"value2\"}"

headers = {
    'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f",
    'content-type': "application/json"
    }

conn.request("PUT", "/erp/v3/bankaccounts/460000000050127?organization_id=10234695", payload, headers)

res = conn.getresponse()
data = res.read()

print(data.decode("utf-8"))

const http = require("https");

const options = {
  "method": "PUT",
  "hostname": "www.zohoapis.in",
  "port": null,
  "path": "/erp/v3/bankaccounts/460000000050127?organization_id=10234695",
  "headers": {
    "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f",
    "content-type": "application/json"
  }
};

const req = http.request(options, function (res) {
  const chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function () {
    const body = Buffer.concat(chunks);
    console.log(body.toString());
  });
});

req.write(JSON.stringify({field1: 'value1', field2: 'value2'}));
req.end();

curl --request PUT \
  --url 'https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127?organization_id=10234695' \
  --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f' \
  --header 'content-type: application/json' \
  --data '{"field1":"value1","field2":"value2"}'

{
    "account_name": "Corporate Account",
    "account_type": "bank",
    "account_number": "80000009823",
    "account_code": "string",
    "currency_id": "460000000000097",
    "currency_code": "INR",
    "description": "Salary details.",
    "bank_name": "Xavier Bank",
    "is_primary_account": false
}

{
    "code": 0,
    "message": "The details of the account has been updated.",
    "bankaccount": {
        "account_id": "460000000050127",
        "account_name": "Corporate Account",
        "account_code": "string",
        "currency_id": "460000000000097",
        "currency_code": "INR",
        "currency_symbol": "₹",
        "price_precision": 2,
        "account_type": "bank",
        "account_number": "80000009823",
        "uncategorized_transactions": 0,
        "total_unprinted_checks": 0,
        "is_active": true,
        "is_feeds_subscribed": false,
        "is_feeds_active": false,
        "balance": 0,
        "bank_balance": 0,
        "bcy_balance": 0,
        "bank_name": "Xavier Bank",
        "is_primary_account": false,
        "description": "Salary details.",
        "refresh_status_code": "string",
        "feeds_last_refresh_date": "string",
        "service_id": "string",
        "is_system_account": false,
        "is_show_warning_for_feeds_refresh": false
    }
}

Get account details AI Tools

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Get a detailed look of the account specified.
OAuth Scope : ERP.banking.READ

Path Parameters

account_id

string

(Required)

Unique identifier of the bank account.

Query Parameters

organization_id

string

(Required)

ID of the organization

Request Example

headers_data = Map();
headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
response = invokeUrl
[
url: "https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127?organization_id=10234695"
type: GET
headers: headers_data
connection: <connection_name>
];
info response;

OkHttpClient client = new OkHttpClient();

Request request = new Request.Builder()
  .url("https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127?organization_id=10234695")
  .get()
  .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f")
  .build();

Response response = client.newCall(request).execute();

const options = {
  method: 'GET',
  headers: {
    Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'
  }
};

fetch('https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127?organization_id=10234695', options)
  .then(response => response.json())
  .then(response => console.log(response))
  .catch(err => console.error(err));

import http.client

conn = http.client.HTTPSConnection("www.zohoapis.in")

headers = { 'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" }

conn.request("GET", "/erp/v3/bankaccounts/460000000050127?organization_id=10234695", headers=headers)

res = conn.getresponse()
data = res.read()

print(data.decode("utf-8"))

const http = require("https");

const options = {
  "method": "GET",
  "hostname": "www.zohoapis.in",
  "port": null,
  "path": "/erp/v3/bankaccounts/460000000050127?organization_id=10234695",
  "headers": {
    "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f"
  }
};

const req = http.request(options, function (res) {
  const chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function () {
    const body = Buffer.concat(chunks);
    console.log(body.toString());
  });
});

req.end();

curl --request GET \
  --url 'https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127?organization_id=10234695' \
  --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'

{
    "code": 0,
    "message": "success",
    "bankaccount": {
        "account_id": "460000000050127",
        "account_name": "Corporate Account",
        "account_code": "string",
        "currency_id": "460000000000097",
        "currency_code": "INR",
        "currency_symbol": "₹",
        "price_precision": 2,
        "account_type": "bank",
        "account_number": "80000009823",
        "uncategorized_transactions": 0,
        "total_unprinted_checks": 0,
        "is_active": true,
        "is_feeds_subscribed": false,
        "is_feeds_active": false,
        "balance": 0,
        "bank_balance": 0,
        "bcy_balance": 0,
        "bank_name": "Xavier Bank",
        "is_primary_account": false,
        "description": "Salary details.",
        "refresh_status_code": "string",
        "feeds_last_refresh_date": "string",
        "service_id": "string",
        "is_system_account": false,
        "is_show_warning_for_feeds_refresh": false
    }
}

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Delete a bank account from your organization.
OAuth Scope : ERP.banking.DELETE

Path Parameters

account_id

string

(Required)

Unique identifier of the bank account.

Query Parameters

organization_id

string

(Required)

ID of the organization

Request Example

headers_data = Map();
headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
response = invokeUrl
[
url: "https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127?organization_id=10234695"
type: DELETE
headers: headers_data
connection: <connection_name>
];
info response;

OkHttpClient client = new OkHttpClient();

Request request = new Request.Builder()
  .url("https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127?organization_id=10234695")
  .delete(null)
  .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f")
  .build();

Response response = client.newCall(request).execute();

const options = {
  method: 'DELETE',
  headers: {
    Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'
  }
};

fetch('https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127?organization_id=10234695', options)
  .then(response => response.json())
  .then(response => console.log(response))
  .catch(err => console.error(err));

import http.client

conn = http.client.HTTPSConnection("www.zohoapis.in")

headers = { 'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" }

conn.request("DELETE", "/erp/v3/bankaccounts/460000000050127?organization_id=10234695", headers=headers)

res = conn.getresponse()
data = res.read()

print(data.decode("utf-8"))

const http = require("https");

const options = {
  "method": "DELETE",
  "hostname": "www.zohoapis.in",
  "port": null,
  "path": "/erp/v3/bankaccounts/460000000050127?organization_id=10234695",
  "headers": {
    "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f"
  }
};

const req = http.request(options, function (res) {
  const chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function () {
    const body = Buffer.concat(chunks);
    console.log(body.toString());
  });
});

req.end();

curl --request DELETE \
  --url 'https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127?organization_id=10234695' \
  --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'

{
    "code": 0,
    "message": "The account has been deleted."
}

Deactivate account AI Tools

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Make an account inactive.
OAuth Scope : ERP.banking.CREATE

Path Parameters

account_id

string

(Required)

Unique identifier of the bank account.

Query Parameters

organization_id

string

(Required)

ID of the organization

Request Example

headers_data = Map();
headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
response = invokeUrl
[
url: "https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/inactive?organization_id=10234695"
type: POST
headers: headers_data
connection: <connection_name>
];
info response;

OkHttpClient client = new OkHttpClient();

Request request = new Request.Builder()
  .url("https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/inactive?organization_id=10234695")
  .post(null)
  .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f")
  .build();

Response response = client.newCall(request).execute();

const options = {
  method: 'POST',
  headers: {
    Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'
  }
};

fetch('https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/inactive?organization_id=10234695', options)
  .then(response => response.json())
  .then(response => console.log(response))
  .catch(err => console.error(err));

import http.client

conn = http.client.HTTPSConnection("www.zohoapis.in")

headers = { 'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" }

conn.request("POST", "/erp/v3/bankaccounts/460000000050127/inactive?organization_id=10234695", headers=headers)

res = conn.getresponse()
data = res.read()

print(data.decode("utf-8"))

const http = require("https");

const options = {
  "method": "POST",
  "hostname": "www.zohoapis.in",
  "port": null,
  "path": "/erp/v3/bankaccounts/460000000050127/inactive?organization_id=10234695",
  "headers": {
    "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f"
  }
};

const req = http.request(options, function (res) {
  const chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function () {
    const body = Buffer.concat(chunks);
    console.log(body.toString());
  });
});

req.end();

curl --request POST \
  --url 'https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/inactive?organization_id=10234695' \
  --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'

{
    "code": 0,
    "message": "The account has been marked as inactive."
}

Activate account AI Tools

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Make an account active.
OAuth Scope : ERP.banking.CREATE

Path Parameters

account_id

string

(Required)

Unique identifier of the bank account.

Query Parameters

organization_id

string

(Required)

ID of the organization

Request Example

headers_data = Map();
headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
response = invokeUrl
[
url: "https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/active?organization_id=10234695"
type: POST
headers: headers_data
connection: <connection_name>
];
info response;

OkHttpClient client = new OkHttpClient();

Request request = new Request.Builder()
  .url("https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/active?organization_id=10234695")
  .post(null)
  .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f")
  .build();

Response response = client.newCall(request).execute();

const options = {
  method: 'POST',
  headers: {
    Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'
  }
};

fetch('https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/active?organization_id=10234695', options)
  .then(response => response.json())
  .then(response => console.log(response))
  .catch(err => console.error(err));

import http.client

conn = http.client.HTTPSConnection("www.zohoapis.in")

headers = { 'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" }

conn.request("POST", "/erp/v3/bankaccounts/460000000050127/active?organization_id=10234695", headers=headers)

res = conn.getresponse()
data = res.read()

print(data.decode("utf-8"))

const http = require("https");

const options = {
  "method": "POST",
  "hostname": "www.zohoapis.in",
  "port": null,
  "path": "/erp/v3/bankaccounts/460000000050127/active?organization_id=10234695",
  "headers": {
    "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f"
  }
};

const req = http.request(options, function (res) {
  const chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function () {
    const body = Buffer.concat(chunks);
    console.log(body.toString());
  });
});

req.end();

curl --request POST \
  --url 'https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/active?organization_id=10234695' \
  --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'

{
    "code": 0,
    "message": "The account has been marked as active."
}

Import a bank/credit card statement AI Tools

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Import your bank/credit card statement into your organization.
OAuth Scope : ERP.banking.CREATE

Arguments

account_id

string

(Required)

ID of the bank/credit card account.

start_date

string

The date from which the transactions should be imported.

end_date

string

The date up to which the transactions should be imported.

transactions

array

(Required)

List of bank statement transactions to be imported.

Show Sub-Attributes

transaction_id

string

Unique ID that is specific to the transaction.

date

string

(Required)

Date of the transaction.

debit_or_credit

string

(Required)

Indicates whether the transaction is a debit or credit.

amount

double

(Required)

Amount involved in the transaction.

payee

string

Payee involved in the transaction.

description

string

Description of the transaction.

reference_number

string

Reference number of the transaction.

Query Parameters

organization_id

string

(Required)

ID of the organization

Request Example

parameters_data='{"field1":"value1","field2":"value2"}';
headers_data = Map();
headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
response = invokeUrl
[
url: "https://www.zohoapis.in/erp/v3/bankstatements?organization_id=10234695"
type: POST
headers: headers_data
content-type: application/json
parameters: parameters_data
connection: <connection_name>
];
info response;

OkHttpClient client = new OkHttpClient();

MediaType mediaType = MediaType.parse("application/json");
RequestBody body = RequestBody.create(mediaType, "{\"field1\":\"value1\",\"field2\":\"value2\"}");
Request request = new Request.Builder()
  .url("https://www.zohoapis.in/erp/v3/bankstatements?organization_id=10234695")
  .post(body)
  .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f")
  .addHeader("content-type", "application/json")
  .build();

Response response = client.newCall(request).execute();

const options = {
  method: 'POST',
  headers: {
    Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f',
    'content-type': 'application/json'
  },
  body: '{"field1":"value1","field2":"value2"}'
};

fetch('https://www.zohoapis.in/erp/v3/bankstatements?organization_id=10234695', options)
  .then(response => response.json())
  .then(response => console.log(response))
  .catch(err => console.error(err));

import http.client

conn = http.client.HTTPSConnection("www.zohoapis.in")

payload = "{\"field1\":\"value1\",\"field2\":\"value2\"}"

headers = {
    'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f",
    'content-type': "application/json"
    }

conn.request("POST", "/erp/v3/bankstatements?organization_id=10234695", payload, headers)

res = conn.getresponse()
data = res.read()

print(data.decode("utf-8"))

const http = require("https");

const options = {
  "method": "POST",
  "hostname": "www.zohoapis.in",
  "port": null,
  "path": "/erp/v3/bankstatements?organization_id=10234695",
  "headers": {
    "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f",
    "content-type": "application/json"
  }
};

const req = http.request(options, function (res) {
  const chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function () {
    const body = Buffer.concat(chunks);
    console.log(body.toString());
  });
});

req.write(JSON.stringify({field1: 'value1', field2: 'value2'}));
req.end();

curl --request POST \
  --url 'https://www.zohoapis.in/erp/v3/bankstatements?organization_id=10234695' \
  --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f' \
  --header 'content-type: application/json' \
  --data '{"field1":"value1","field2":"value2"}'

{
    "account_id": "460000000050127",
    "start_date": "2019-01-01",
    "end_date": "2019-01-02",
    "transactions": [
        {
            "transaction_id": "XXXXSCD01",
            "date": "2012-01-14",
            "debit_or_credit": "credit",
            "amount": 7500,
            "payee": "Zylker Inc",
            "description": "Electronics purchase",
            "reference_number": "Ref-2134"
        }
    ]
}

{
    "code": 0,
    "message": "Your bank statement has been imported."
}

Get last imported statement AI Tools

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Get the details of previously imported statement for the account.
OAuth Scope : ERP.banking.READ

Path Parameters

account_id

string

(Required)

Unique identifier of the bank account.

Query Parameters

organization_id

string

(Required)

ID of the organization

Request Example

headers_data = Map();
headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
response = invokeUrl
[
url: "https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/statement/lastimported?organization_id=10234695"
type: GET
headers: headers_data
connection: <connection_name>
];
info response;

OkHttpClient client = new OkHttpClient();

Request request = new Request.Builder()
  .url("https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/statement/lastimported?organization_id=10234695")
  .get()
  .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f")
  .build();

Response response = client.newCall(request).execute();

const options = {
  method: 'GET',
  headers: {
    Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'
  }
};

fetch('https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/statement/lastimported?organization_id=10234695', options)
  .then(response => response.json())
  .then(response => console.log(response))
  .catch(err => console.error(err));

import http.client

conn = http.client.HTTPSConnection("www.zohoapis.in")

headers = { 'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" }

conn.request("GET", "/erp/v3/bankaccounts/460000000050127/statement/lastimported?organization_id=10234695", headers=headers)

res = conn.getresponse()
data = res.read()

print(data.decode("utf-8"))

const http = require("https");

const options = {
  "method": "GET",
  "hostname": "www.zohoapis.in",
  "port": null,
  "path": "/erp/v3/bankaccounts/460000000050127/statement/lastimported?organization_id=10234695",
  "headers": {
    "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f"
  }
};

const req = http.request(options, function (res) {
  const chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function () {
    const body = Buffer.concat(chunks);
    console.log(body.toString());
  });
});

req.end();

curl --request GET \
  --url 'https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/statement/lastimported?organization_id=10234695' \
  --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'

{
    "code": 0,
    "message": "success",
    "statement": [
        {
            "statement_id": "460000000049013",
            "from_date": "2012-01-12",
            "to_date": "2012-01-19",
            "source": "CSV",
            "transactions": [
                {
                    "transaction_id": "460000000049023",
                    "debit_or_credit": "credit",
                    "date": "2012-01-14",
                    "customer_id": "460000000026049",
                    "payee": "Zylker Inc",
                    "reference_number": "Ref-2134",
                    "transaction_type": "expense",
                    "amount": 7500,
                    "status": "categorized"
                }
            ]
        },
        {...},
        {...}
    ]
}

Delete last imported statement AI Tools

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Delete the statement that was previously imported.
OAuth Scope : ERP.banking.DELETE

Path Parameters

account_id

string

(Required)

Unique identifier of the bank account.

statement_id

string

(Required)

Unique identifier of the bank statement.

Query Parameters

organization_id

string

(Required)

ID of the organization

Request Example

headers_data = Map();
headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
response = invokeUrl
[
url: "https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/statement/460000000049013?organization_id=10234695"
type: DELETE
headers: headers_data
connection: <connection_name>
];
info response;

OkHttpClient client = new OkHttpClient();

Request request = new Request.Builder()
  .url("https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/statement/460000000049013?organization_id=10234695")
  .delete(null)
  .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f")
  .build();

Response response = client.newCall(request).execute();

const options = {
  method: 'DELETE',
  headers: {
    Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'
  }
};

fetch('https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/statement/460000000049013?organization_id=10234695', options)
  .then(response => response.json())
  .then(response => console.log(response))
  .catch(err => console.error(err));

import http.client

conn = http.client.HTTPSConnection("www.zohoapis.in")

headers = { 'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" }

conn.request("DELETE", "/erp/v3/bankaccounts/460000000050127/statement/460000000049013?organization_id=10234695", headers=headers)

res = conn.getresponse()
data = res.read()

print(data.decode("utf-8"))

const http = require("https");

const options = {
  "method": "DELETE",
  "hostname": "www.zohoapis.in",
  "port": null,
  "path": "/erp/v3/bankaccounts/460000000050127/statement/460000000049013?organization_id=10234695",
  "headers": {
    "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f"
  }
};

const req = http.request(options, function (res) {
  const chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function () {
    const body = Buffer.concat(chunks);
    console.log(body.toString());
  });
});

req.end();

curl --request DELETE \
  --url 'https://www.zohoapis.in/erp/v3/bankaccounts/460000000050127/statement/460000000049013?organization_id=10234695' \
  --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'

{
    "code": 0,
    "message": "You have successfully deleted the last imported statement."
}

Bank Accounts AI Tools Open in ChatGPT Open in ChatGPT to ask questions about this page Open in Claude Open in Claude to ask questions about this page Copy as Markdown Copy this page as markdown to use with AI assistants View as Markdown Open this page as markdown in a new tab

Attribute

Create a bank account AI Tools Open in ChatGPT Open in ChatGPT to ask questions about this page Open in Claude Open in Claude to ask questions about this page Copy as Markdown Copy this page as markdown to use with AI assistants View as Markdown Open this page as markdown in a new tab

Arguments

Query Parameters

List view of accounts AI Tools Open in ChatGPT Open in ChatGPT to ask questions about this page Open in Claude Open in Claude to ask questions about this page Copy as Markdown Copy this page as markdown to use with AI assistants View as Markdown Open this page as markdown in a new tab

Query Parameters

Update bank account AI Tools Open in ChatGPT Open in ChatGPT to ask questions about this page Open in Claude Open in Claude to ask questions about this page Copy as Markdown Copy this page as markdown to use with AI assistants View as Markdown Open this page as markdown in a new tab

Arguments

Path Parameters

Query Parameters

Get account details AI Tools Open in ChatGPT Open in ChatGPT to ask questions about this page Open in Claude Open in Claude to ask questions about this page Copy as Markdown Copy this page as markdown to use with AI assistants View as Markdown Open this page as markdown in a new tab

Path Parameters

Query Parameters

Delete an account AI Tools Open in ChatGPT Open in ChatGPT to ask questions about this page Open in Claude Open in Claude to ask questions about this page Copy as Markdown Copy this page as markdown to use with AI assistants View as Markdown Open this page as markdown in a new tab

Path Parameters

Query Parameters

Deactivate account AI Tools Open in ChatGPT Open in ChatGPT to ask questions about this page Open in Claude Open in Claude to ask questions about this page Copy as Markdown Copy this page as markdown to use with AI assistants View as Markdown Open this page as markdown in a new tab

Path Parameters

Query Parameters

Activate account AI Tools Open in ChatGPT Open in ChatGPT to ask questions about this page Open in Claude Open in Claude to ask questions about this page Copy as Markdown Copy this page as markdown to use with AI assistants View as Markdown Open this page as markdown in a new tab

Path Parameters

Query Parameters

Import a bank/credit card statement AI Tools Open in ChatGPT Open in ChatGPT to ask questions about this page Open in Claude Open in Claude to ask questions about this page Copy as Markdown Copy this page as markdown to use with AI assistants View as Markdown Open this page as markdown in a new tab

Arguments

Query Parameters

Get last imported statement AI Tools Open in ChatGPT Open in ChatGPT to ask questions about this page Open in Claude Open in Claude to ask questions about this page Copy as Markdown Copy this page as markdown to use with AI assistants View as Markdown Open this page as markdown in a new tab

Path Parameters

Query Parameters

Delete last imported statement AI Tools Open in ChatGPT Open in ChatGPT to ask questions about this page Open in Claude Open in Claude to ask questions about this page Copy as Markdown Copy this page as markdown to use with AI assistants View as Markdown Open this page as markdown in a new tab

Path Parameters

Query Parameters

Bank Accounts AI Tools

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Create a bank account AI Tools

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List view of accounts AI Tools

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Update bank account AI Tools

Open in ChatGPT

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Get account details AI Tools

Open in ChatGPT

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Open in Claude

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Delete an account AI Tools

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Deactivate account AI Tools

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Activate account AI Tools

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Get last imported statement AI Tools

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