openapi: 3.1.0
info:
title: Accounting subpackage_balanceSheets API
version: 1.0.0
servers:
- url: https://api.merge.dev/api
- url: https://api-eu.merge.dev/api
- url: https://api-ap.merge.dev/api
tags:
- name: subpackage_balanceSheets
paths:
/accounting/v1/balance-sheets:
get:
operationId: list
summary: List
description: Returns a list of `BalanceSheet` objects.{/* BEGIN_ACCOUNTING_BALANCESHEET_FETCH_SUPPORTED_FIELDS */}{/* END_ACCOUNTING_BALANCESHEET_FETCH_SUPPORTED_FIELDS */}
tags:
- subpackage_balanceSheets
parameters:
- name: company_id
in: query
description: If provided, will only return balance sheets for this company.
required: false
schema:
type: string
- name: created_after
in: query
description: If provided, will only return objects created after this datetime.
required: false
schema:
type: string
format: date-time
- name: created_before
in: query
description: If provided, will only return objects created before this datetime.
required: false
schema:
type: string
format: date-time
- name: cursor
in: query
description: The pagination cursor value.
required: false
schema:
type: string
- name: expand
in: query
description: Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.
required: false
schema:
type: array
items:
$ref: '#/components/schemas/BalanceSheetsGetParametersExpandSchemaItems'
- name: include_deleted_data
in: query
description: 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](https://docs.merge.dev/integrations/hris/supported-features/).
required: false
schema:
type: boolean
- name: include_remote_data
in: query
description: Whether to include the original data Merge fetched from the third-party to produce these models.
required: false
schema:
type: boolean
- name: include_shell_data
in: query
description: Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).
required: false
schema:
type: boolean
- name: modified_after
in: query
description: If provided, only objects synced by Merge after this date time will be returned.
required: false
schema:
type: string
format: date-time
- name: modified_before
in: query
description: If provided, only objects synced by Merge before this date time will be returned.
required: false
schema:
type: string
format: date-time
- name: page_size
in: query
description: Number of results to return per page. The maximum limit is 100.
required: false
schema:
type: integer
- name: remote_id
in: query
description: The API provider's ID for the given object.
required: false
schema:
type: string
- name: Authorization
in: header
description: Token-based authentication with required prefix "Bearer"
required: true
schema:
type: string
- name: X-Account-Token
in: header
description: Token identifying the end user.
required: true
schema:
type: string
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/PaginatedBalanceSheetList'
/accounting/v1/balance-sheets/{id}:
get:
operationId: retrieve
summary: Retrieve
description: Returns a `BalanceSheet` object with the given `id`.{/* BEGIN_ACCOUNTING_BALANCESHEET_FETCH_SUPPORTED_FIELDS */}{/* END_ACCOUNTING_BALANCESHEET_FETCH_SUPPORTED_FIELDS */}
tags:
- subpackage_balanceSheets
parameters:
- name: id
in: path
required: true
schema:
type: string
format: uuid
- name: expand
in: query
description: Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.
required: false
schema:
type: array
items:
$ref: '#/components/schemas/BalanceSheetsIdGetParametersExpandSchemaItems'
- name: include_remote_data
in: query
description: Whether to include the original data Merge fetched from the third-party to produce these models.
required: false
schema:
type: boolean
- name: include_shell_data
in: query
description: Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).
required: false
schema:
type: boolean
- name: Authorization
in: header
description: Token-based authentication with required prefix "Bearer"
required: true
schema:
type: string
- name: X-Account-Token
in: header
description: Token identifying the end user.
required: true
schema:
type: string
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/BalanceSheet'
components:
schemas:
PaginatedBalanceSheetList:
type: object
properties:
next:
type:
- string
- 'null'
previous:
type:
- string
- 'null'
results:
type: array
items:
$ref: '#/components/schemas/BalanceSheet'
title: PaginatedBalanceSheetList
TransactionCurrencyEnum:
type: string
enum:
- 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
description: The currency code in ISO 4217 format.
title: TransactionCurrencyEnum
BalanceSheet:
type: object
properties:
id:
type: string
format: uuid
remote_id:
type:
- string
- 'null'
description: The third-party API ID of the matching object.
created_at:
type: string
format: date-time
description: The datetime that this object was created by Merge.
modified_at:
type: string
format: date-time
description: The datetime that this object was modified by Merge.
name:
type:
- string
- 'null'
description: The balance sheet's name.
currency:
oneOf:
- $ref: '#/components/schemas/TransactionCurrencyEnum'
- type: 'null'
description: The balance sheet's currency. The currency code in ISO 4217 format.
company:
type:
- string
- 'null'
format: uuid
description: '`Company` object for the given `BalanceSheet` object.'
date:
type:
- string
- 'null'
format: date-time
description: The balance sheet's date. The balance sheet data will reflect the company's financial position this point in time.
net_assets:
type:
- number
- 'null'
format: double
description: The balance sheet's net assets.
assets:
type: array
items:
$ref: '#/components/schemas/ReportItem'
liabilities:
type: array
items:
$ref: '#/components/schemas/ReportItem'
equity:
type: array
items:
$ref: '#/components/schemas/ReportItem'
remote_generated_at:
type:
- string
- 'null'
format: date-time
description: The time that balance sheet was generated by the accounting system.
remote_was_deleted:
type: boolean
description: 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](https://docs.merge.dev/integrations/hris/supported-features/).
field_mappings:
oneOf:
- $ref: '#/components/schemas/BalanceSheetFieldMappings'
- type: 'null'
remote_data:
type:
- array
- 'null'
items:
$ref: '#/components/schemas/RemoteData'
description: '# The BalanceSheet Object
### Description
The `BalanceSheet` object shows a company’s assets, liabilities, and equity. Assets should be equal to liability and equity combined. This shows the company’s financial health at a specific point in time.
### Usage Example
Fetch from the `LIST BalanceSheets` endpoint and view a company''s balance sheets.'
title: BalanceSheet
RemoteData:
type: object
properties:
path:
type: string
description: The third-party API path that is being called.
data:
description: The data returned from the third-party for this object in its original, unnormalized format.
required:
- path
description: '# The RemoteData Object
### Description
The `RemoteData` object is used to represent the full data pulled from the third-party API for an object.
### Usage Example
TODO'
title: RemoteData
BalanceSheetsIdGetParametersExpandSchemaItems:
type: string
enum:
- company
title: BalanceSheetsIdGetParametersExpandSchemaItems
ReportItem:
type: object
properties:
remote_id:
type:
- string
- 'null'
description: The third-party API ID of the matching object.
created_at:
type: string
format: date-time
description: The datetime that this object was created by Merge.
modified_at:
type: string
format: date-time
description: The datetime that this object was modified by Merge.
name:
type:
- string
- 'null'
description: The report item's name.
value:
type:
- number
- 'null'
format: double
description: The report item's value.
sub_items:
type: object
additionalProperties:
description: Any type
company:
type:
- string
- 'null'
format: uuid
description: The company the report item belongs to.
remote_was_deleted:
type: boolean
description: 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](https://docs.merge.dev/integrations/hris/supported-features/).
description: '# The ReportItem Object
### Description
The `ReportItem` object is used to represent a report item for a Balance Sheet, Cash Flow Statement or Profit and Loss Report.
### Usage Example
Fetch from the `GET BalanceSheet` endpoint and view the balance sheet''s report items.'
title: ReportItem
BalanceSheetFieldMappings:
type: object
properties:
organization_defined_targets:
type: object
additionalProperties:
description: Any type
linked_account_defined_targets:
type: object
additionalProperties:
description: Any type
title: BalanceSheetFieldMappings
BalanceSheetsGetParametersExpandSchemaItems:
type: string
enum:
- company
title: BalanceSheetsGetParametersExpandSchemaItems
securitySchemes:
tokenAuth:
type: http
scheme: bearer
description: Token-based authentication with required prefix "Bearer"