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Heron Data API (2021-07-19)

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Support: [email protected]
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Categories

Get categories

Get available categories

Authorizations:
BasicAuth

Responses

Response samples

Content type
application/json
{
  • "categories": [
    ]
}

CrmIntegrations

List CRM Integrations

Get a list of CRM Integrations

Authorizations:
BasicAuth

Responses

Response samples

Content type
application/json
{
  • "crm_integrations": [
    ]
}

Create a CRM integration

Create a CRM integration, e.g., with Salesforce

Authorizations:
BasicAuth
Request Body schema: application/json
auth
required
object

Authentication details for the CRM integration

required
object

The configuration for the CRM integration

failure_notification_channel
string or null^\#
Default: null

The channel to send failure notifications to

instance_url
required
string <url>

Base URL of the CRM integration

is_enabled
boolean
Default: true

Whether the integration is enabled

is_live
boolean
Default: true

Whether the integration is live

provider
required
string
Enum: "salesforce" "lendsmart" "orgmeter" "centrex" "lendsaas" "quickbase" "zoho" "origami" "in_memory"

The CRM provider

secret
required
string

A secret key for the CRM integration

property name*
additional property
any

Responses

Request samples

Content type
application/json
{
  • "auth": { },
  • "config": {
    },
  • "failure_notification_channel": null,
  • "instance_url": "https://sandbox.salesforce.com",
  • "is_enabled": true,
  • "is_live": true,
  • "provider": "salesforce",
  • "secret": "string"
}

Response samples

Content type
application/json
{
  • "crm_integration": {
    }
}

Patch a CRM integration

patch a CRM integration

Authorizations:
BasicAuth
path Parameters
heron_id
required
string
Request Body schema: application/json
auth
object

Authentication details for the CRM integration

object

The configuration for the CRM integration

failure_notification_channel
string or null^\#
Default: null

The channel to send failure notifications to

instance_url
string <url>

Base URL of the CRM integration

is_enabled
boolean
Default: true

Whether the integration is enabled

is_live
boolean
Default: true

Whether the integration is live

provider
string
Enum: "salesforce" "lendsmart" "orgmeter" "centrex" "lendsaas" "quickbase" "zoho" "origami" "in_memory"

The CRM provider

secret
string

A secret key for the CRM integration

property name*
additional property
any

Responses

Request samples

Content type
application/json
{
  • "auth": { },
  • "config": {
    },
  • "failure_notification_channel": null,
  • "instance_url": "https://sandbox.salesforce.com",
  • "is_enabled": true,
  • "is_live": true,
  • "provider": "salesforce",
  • "secret": "string"
}

Response samples

Content type
application/json
{
  • "config": {
    },
  • "failure_notification_channel": null,
  • "heron_id": "string",
  • "instance_url": "https://sandbox.salesforce.com",
  • "is_enabled": true,
  • "is_live": true,
  • "provider": "salesforce"
}

EndUserDataSourceAccounts

Update a data source account

Update a data source account

Authorizations:
BasicAuth
path Parameters
heron_id
required
string
Request Body schema: application/json
is_enabled
boolean

Whether or not the account is enabled. If disabled, hides related transactions from analytics

Responses

Request samples

Content type
application/json
{
  • "is_enabled": true
}

Response samples

Content type
application/json
{
  • "account_id": "202348",
  • "anomaly_score": 200,
  • "balances": [
    ],
  • "currency": "USD",
  • "end_date": "2022-01-31",
  • "heron_id": "dso_mzfw6qaPz2fBavAw6t5Tvt",
  • "institution_name": "Chase",
  • "is_enabled": true,
  • "max_date": "2022-01-31",
  • "min_date": "2022-01-01",
  • "name": "Checking Account",
  • "num_transactions": 120,
  • "number": "123456789",
  • "owner_name": "John Doe",
  • "reference_id": "account-202348",
  • "start_date": "2022-01-01",
  • "transactions_match_balances": true,
  • "type": "Checking"
}

EndUserDataSources

Update a data source

Update a data source

Authorizations:
BasicAuth
path Parameters
heron_id
required
string
Request Body schema: application/json
is_enabled
boolean
Default: true

Whether or not the data source is enabled. If disabled, hides related transactions from analytics

Responses

Request samples

Content type
application/json
{
  • "is_enabled": true
}

Response samples

Content type
application/json
{
  • "created": "2024-11-29T12:48:25.660271",
  • "data_source_accounts": [
    ],
  • "heron_id": "dso_Rg3druLkAXJE2ddh5jfDRn",
  • "is_enabled": true,
  • "last_updated": "2025-01-10T12:48:25.660291",
  • "metadata": {
    },
  • "reference_id": "pdf_nMrnHbxbEVQVfSB5hctUZ2",
  • "status": "new",
  • "type": "pdf"
}

Get data source account summary

Get a list of data sources accounts & their summarised information for a company

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Get data sources

Get a list of data sources for a company

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

Response samples

Content type
application/json
[
  • {
    }
]

EmailTemplates

Get email templates

Read all available templates

Authorizations:
BasicAuth

Responses

Response samples

Content type
application/json
{
  • "rules": [
    ]
}

Create an email template

Create an email template used to send emails conditional on events like policy evaluation

Authorizations:
BasicAuth
Request Body schema: application/json
cc_address
string or null
Default: null

The email address to CC

html_body
required
string

The body of the email to send.

name
required
string [ 3 .. 50 ] characters ^[a-zA-Z0-9_-]+$

Unique name of the email template. Used to match which email template to send. Only alphanumeric characters, underscores, and dashes are allowed.

reply_to_address
string or null
Default: null

The email address to reply to

to_address
string or null
Default: null

The email address to send the email to

property name*
additional property
any

Responses

Request samples

Content type
application/json
{
  • "cc_address": null,
  • "html_body": "string",
  • "name": "string",
  • "reply_to_address": null,
  • "to_address": null
}

Response samples

Content type
application/json
{
  • "email_template": {
    }
}

Patch an email template

Update an email template

Authorizations:
BasicAuth
path Parameters
heron_id
required
string
Request Body schema: application/json
cc_address
string or null
Default: null

The email address to CC

html_body
string

The body of the email to send.

name
string [ 3 .. 50 ] characters ^[a-zA-Z0-9_-]+$

Unique name of the email template. Used to match which email template to send. Only alphanumeric characters, underscores, and dashes are allowed.

reply_to_address
string or null
Default: null

The email address to reply to

to_address
string or null
Default: null

The email address to send the email to

property name*
additional property
any

Responses

Request samples

Content type
application/json
{
  • "cc_address": null,
  • "html_body": "string",
  • "name": "string",
  • "reply_to_address": null,
  • "to_address": null
}

Response samples

Content type
application/json
{
  • "email_template": {
    }
}

EndUsers

Get EndUser emails

Get all emails for all end users associate with this user

Authorizations:
BasicAuth
query Parameters
page
required
integer >= 0
limit
required
integer >= 1

Responses

Response samples

Content type
application/json
{
  • "_meta": {
    },
  • "emails": [
    ]
}

List EndUsers

Get a list of EndUsers

Authorizations:
BasicAuth
query Parameters
is_portfolio
boolean or null
Default: null
Example: is_portfolio=true

Whether the end user is part of a lending portfolio

status
string or null
Default: null
Enum: "new" "ready" "processed" "reviewed" "review_requested" "failed"
Example: status=reviewed

Filter by status of end user

end_user_id
string or null
Default: null
Example: end_user_id=your_end_user_id

Filter by ID associated with end_user_id field in transactions

heron_id
string or null
Default: null
Example: heron_id=eus_SjiiCaB2TvxuKLzKVndzCT

Unique ID generated by Heron

order_by
string
Default: "last_updated_desc"
Enum: "last_updated_desc" "last_updated_asc" "created_desc" "created_asc"

Order to return end users by

name
string or null
Default: null
Example: name=your_end_user_name

Filter by name associated with end user

include_scorecard_metrics
boolean
Default: false
Example: include_scorecard_metrics=true

Whether to include scorecard metrics for each end user (under field criteria)

include_data_sources
boolean
Default: false
Example: include_data_sources=true

Whether the to include data sources for each end user

page
integer >= 1
Default: 1

Pagination page number

limit
integer [ 1 .. 10000 ]
Default: 1000

Pagination limit per page

Responses

Response samples

Content type
application/json
{
  • "_meta": {
    },
  • "end_users": [
    ]
}

Create EndUser

Create a new end user. If transactions have previously been sent for this end_user_id, use PUT end_users to update instead.

Authorizations:
BasicAuth
Request Body schema: application/json
object (EndUserPostParams)
end_user_id
required
string [ 1 .. 140 ] characters

id defined by user; links to the end_user_id for transactions

is_portfolio
boolean

Whether the end user is part of a lending portfolio

name
string or null <= 128 characters

Name of end user; may help to improve categorisation accuracy

profit_and_loss_layout
any or null

Responses

Request samples

Content type
application/json
{
  • "end_user": {
    }
}

Response samples

Content type
application/json
{
  • "end_user": {
    }
}

Update EndUser

Confirm an end user is ready for async procesing by sending a status of "ready". The end_user_id must have previously been sent with at least one Transaction if attempting to update the status.

Webhook Tutorial
Authorizations:
BasicAuth
Request Body schema: application/json

Dictionary representing an EndUser

object (EndUser)
end_user_id
required
string [ 1 .. 140 ] characters

id defined by user; links to the end_user_id for transactions

is_portfolio
boolean

Whether the end user is part of a lending portfolio

name
string or null <= 128 characters

Name of end user; may help to improve categorisation accuracy

profit_and_loss_layout
any or null
status
string
Enum: "new" "ready" "processed" "reviewed" "review_requested" "failed"

Status of end user; 'ready' triggers async processing, 'review_requested' triggers manual review request

Responses

Callbacks

Request samples

Content type
application/json
{
  • "end_user": {
    }
}

Response samples

Content type
application/json
{
  • "end_user": {
    }
}

Callback payload samples

Callback
POST: $yourWebhookUrl
Content type
application/json
{
  • "created": "2019-08-24T14:15:22Z",
  • "data": {
    },
  • "meta": { },
  • "topic": "string"
}

Delete EndUser by heron_id or end_user_id

Delete an end user. You must delete associated transactions before doing this.

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

Get EndUser by heron_id or end_user_id

Get an end user using its end_user_id or heron_id

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

Response samples

Content type
application/json
{
  • "end_user": {
    }
}

Get EndUser emails

Get the emails associated with an end user

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Get EndUser information

Get the company details of an end user including loan information

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

Response samples

Content type
application/json
{
  • "amount_requested": 0,
  • "annual_revenue": 0,
  • "business_start_date": "2019-08-24",
  • "company_billing_address": {
    },
  • "company_email": "string",
  • "company_legal_business_name": "string",
  • "company_phone_number": "string",
  • "company_physical_address": {
    },
  • "company_website": "string",
  • "dba": "string",
  • "federal_tax_id": "string",
  • "industry_type": "string",
  • "loan_purpose": "string",
  • "monthly_revenue": 0,
  • "naics": "string",
  • "owner_1": {
    },
  • "owner_2": {
    },
  • "predicted_industry_probability": 0,
  • "source_type": "iso_application_form",
  • "state_of_incorporation": "string",
  • "type_of_business_entity": "string"
}

Patch EndUser information

Update the end user information

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
Request Body schema: application/json
amount_requested
number
annual_revenue
number
business_start_date
string <date>
object (Address)
company_email
string
company_legal_business_name
string
company_phone_number
string
object (Address)
company_website
string
dba
string

Doing business as

federal_tax_id
string
industry_type
string
loan_purpose
string
monthly_revenue
number
naics
string
object (Owner)
object (Owner)
predicted_industry_probability
number
source_type
string
Enum: "api" "iso_application_form" "heron_industry_classifier" "rel6_industry_classifier"

Source of the end user information

state_of_incorporation
string
type_of_business_entity
string

Responses

Request samples

Content type
application/json
{
  • "amount_requested": 0,
  • "annual_revenue": 0,
  • "business_start_date": "2019-08-24",
  • "company_billing_address": {
    },
  • "company_email": "string",
  • "company_legal_business_name": "string",
  • "company_phone_number": "string",
  • "company_physical_address": {
    },
  • "company_website": "string",
  • "dba": "string",
  • "federal_tax_id": "string",
  • "industry_type": "string",
  • "loan_purpose": "string",
  • "monthly_revenue": 0,
  • "naics": "string",
  • "owner_1": {
    },
  • "owner_2": {
    },
  • "predicted_industry_probability": 0,
  • "source_type": "iso_application_form",
  • "state_of_incorporation": "string",
  • "type_of_business_entity": "string"
}

Response samples

Content type
application/json
{
  • "amount_requested": 0,
  • "annual_revenue": 0,
  • "business_start_date": "2019-08-24",
  • "company_billing_address": {
    },
  • "company_email": "string",
  • "company_legal_business_name": "string",
  • "company_phone_number": "string",
  • "company_physical_address": {
    },
  • "company_website": "string",
  • "dba": "string",
  • "federal_tax_id": "string",
  • "industry_type": "string",
  • "loan_purpose": "string",
  • "monthly_revenue": 0,
  • "naics": "string",
  • "owner_1": {
    },
  • "owner_2": {
    },
  • "predicted_industry_probability": 0,
  • "source_type": "iso_application_form",
  • "state_of_incorporation": "string",
  • "type_of_business_entity": "string"
}

Enrich transactions of EndUser

Enriches transactions of an end user identified by its end_user_id or heron_id. There is an optional priority parameter that can be set to high to prioritize the enrichment over normal (default) priority. High priority enrichment is only enabled for enterprise-level accounts. Please contact support@herondata.io to upgrade your account.

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
query Parameters
priority
string
Default: "normal"
Enum: "normal" "high"

Priority for async enrichment

Responses

Response samples

Content type
application/json
{
  • "end_user": {
    }
}

EndUserEmails

Export an end user email as an EML file

Export an end user email as an EML file. Attachments are not included.

Authorizations:
BasicAuth
path Parameters
heron_id
required
string

The heron_id of the email to export

Responses

EndUserFiles

Get recent files by file class

Retrieve the most recent files for the specified file class.

Authorizations:
BasicAuth
query Parameters
file_class
required
string

The file class to filter by.

limit
integer

The maximum number of files to return, defaults to 20

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Get file rename rules

Retrieve all file rename rules for the current user.

Authorizations:
BasicAuth

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a file rename rule

Add a new rename rule for files.

Authorizations:
BasicAuth
Request Body schema: application/json
end_user_file_class
required
any
Enum: "other" "iso_application_form" "bank_statement" "debt_summary" "email" "invoice" "identity_card" "passport" "trade_license" "registration_certificate" "disclosure_certificate" "drivers_licence_front" "acord_125" "loss_run_report" "driver_list" "fleet_list" "fuel_tax_return" "motor_vehicle_record" "ifta_report" "cab_report" "acord_127" "utility_bill" "supplemental_application" "insurance_policy" "schedule_of_values" "statement_of_values" "acord_825" "acord_838" "acord_137" "acord_other" "market_reform_contract" "quote_slip" "pnl_statement" "balance_sheet" "tax_return" "void_check" "brokerage_statement" "inspection_report" "inspection_report_confirmation" "premium_audit" "combined" "money_market_statement" "commercial_financing_contract" "financing_repayment_history" "ucc_filing" "finicity_cashflow_report" "finicity_voe_transactions_report" "salesforce_object_export" "finicity_failed_statement_report" "claims_report"
file_name_template
required
string
required
Array of objects (VariableDefinition)

Responses

Request samples

Content type
application/json
{
  • "end_user_file_class": "other",
  • "file_name_template": "string",
  • "variables": [
    ]
}

Response samples

Content type
application/json
{
  • "end_user_file_class": "other",
  • "file_name_template": "string",
  • "heron_id": "string",
  • "variables": [
    ]
}

Update a file rename rule

Update an existing rename rule identified by its heron_id.

Authorizations:
BasicAuth
path Parameters
heron_id
required
string

The unique identifier of the rename rule.

Request Body schema: application/json
file_name_template
required
string
required
Array of objects (VariableDefinition)

Responses

Request samples

Content type
application/json
{
  • "file_name_template": "string",
  • "variables": [
    ]
}

Response samples

Content type
application/json
{
  • "end_user_file_class": "other",
  • "file_name_template": "string",
  • "heron_id": "string",
  • "variables": [
    ]
}

Update the end user file's class

Use this endpoint to change the end user file's class. The file will be reprocessed as the new type.

Authorizations:
BasicAuth
path Parameters
heron_id
required
string
Request Body schema: application/json
file_class
any
Enum: "other" "iso_application_form" "bank_statement" "debt_summary" "email" "invoice" "identity_card" "passport" "trade_license" "registration_certificate" "disclosure_certificate" "drivers_licence_front" "acord_125" "loss_run_report" "driver_list" "fleet_list" "fuel_tax_return" "motor_vehicle_record" "ifta_report" "cab_report" "acord_127" "utility_bill" "supplemental_application" "insurance_policy" "schedule_of_values" "statement_of_values" "acord_825" "acord_838" "acord_137" "acord_other" "market_reform_contract" "quote_slip" "pnl_statement" "balance_sheet" "tax_return" "void_check" "brokerage_statement" "inspection_report" "inspection_report_confirmation" "premium_audit" "combined" "money_market_statement" "commercial_financing_contract" "financing_repayment_history" "ucc_filing" "finicity_cashflow_report" "finicity_voe_transactions_report" "salesforce_object_export" "finicity_failed_statement_report" "claims_report"
object or null
reference_id
string

Responses

Request samples

Content type
application/json
{
  • "file_class": "other",
  • "page_classes": {
    },
  • "reference_id": "string"
}

Response samples

Content type
application/json
{
  • "bank_statement": null,
  • "created": "2019-08-24T14:15:22Z",
  • "email": null,
  • "file_class": "other",
  • "filename": "string",
  • "heron_id": "string",
  • "iso_application": {
    },
  • "page_classes": {
    },
  • "parent_heron_id": "string",
  • "parsed_results": [ ],
  • "reference_id": "string",
  • "renamed_filename": "string"
}

Get EndUserFile as a base64 string

Get the base64 string representation of an end user file

Authorizations:
BasicAuth
path Parameters
heron_id
required
string

The heron_id of the end user file

Responses

Response samples

Content type
application/json
{
  • "file_b64": "string",
  • "mime_type": "string"
}

Trigger async parsing of an end user file

Authorizations:
BasicAuth
path Parameters
heron_id
required
string

The file's heron_id

Request Body schema: application/json
parser_id
required
string
Enum: "DebtPositionEmailParser" "DriversLicenceFrontParser" "LossRunParser" "PnLStatementParser" "BalanceSheetParser" "TaxReturnParser" "VoidCheckParser" "InspectionReportParser" "MoneyMarketStatementParser" "SalesforceObjectJsonParser"

Responses

Request samples

Content type
application/json
{
  • "parser_id": "DebtPositionEmailParser"
}

Get parsed results from uploaded files

Authorizations:
BasicAuth
path Parameters
heron_id
required
string

The file's heron_id

query Parameters
parser_id
string or null

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Trigger file's rename rule

Authorizations:
BasicAuth
path Parameters
heron_id
required
string

The file's heron_id

Responses

Response samples

Content type
application/json
{
  • "bank_statement": null,
  • "created": "2019-08-24T14:15:22Z",
  • "email": null,
  • "file_class": "other",
  • "filename": "string",
  • "heron_id": "string",
  • "iso_application": {
    },
  • "page_classes": {
    },
  • "parent_heron_id": "string",
  • "parsed_results": [ ],
  • "reference_id": "string",
  • "renamed_filename": "string"
}

Trigger splitting a combined end user file into its child files based on its page_classes

Authorizations:
BasicAuth
path Parameters
heron_id
required
string

The file's heron_id

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Get EndUserFiles

Get all files for an end user

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Post EndUserFile

Upload file to an end user & asynchronously classify its type

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
Request Body schema: application/json
file_base64
required
string
file_class
string
Enum: "other" "iso_application_form" "bank_statement" "debt_summary" "email" "invoice" "identity_card" "passport" "trade_license" "registration_certificate" "disclosure_certificate" "drivers_licence_front" "acord_125" "loss_run_report" "driver_list" "fleet_list" "fuel_tax_return" "motor_vehicle_record" "ifta_report" "cab_report" "acord_127" "utility_bill" "supplemental_application" "insurance_policy" "schedule_of_values" "statement_of_values" "acord_825" "acord_838" "acord_137" "acord_other" "market_reform_contract" "quote_slip" "pnl_statement" "balance_sheet" "tax_return" "void_check" "brokerage_statement" "inspection_report" "inspection_report_confirmation" "premium_audit" "combined" "money_market_statement" "commercial_financing_contract" "financing_repayment_history" "ucc_filing" "finicity_cashflow_report" "finicity_voe_transactions_report" "salesforce_object_export" "finicity_failed_statement_report" "claims_report"
filename
required
string
reference_id
string or null

Responses

Request samples

Content type
application/json
{
  • "file_base64": "string",
  • "file_class": "other",
  • "filename": "string",
  • "reference_id": "string"
}

Response samples

Content type
application/json
{
  • "bank_statement": null,
  • "created": "2019-08-24T14:15:22Z",
  • "email": null,
  • "file_class": "other",
  • "filename": "string",
  • "heron_id": "string",
  • "iso_application": {
    },
  • "page_classes": {
    },
  • "parent_heron_id": "string",
  • "parsed_results": [ ],
  • "reference_id": "string",
  • "renamed_filename": "string"
}

Download EndUserFiles

Download all files for an end user as a zip

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

Download xlsx of parsed results from uploaded files

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

EndUserCalculations

Get EndUser balance

Get balance for given EndUser on a daily and account granularity

Authorizations:
BasicAuth
query Parameters
include_forecast
boolean
Default: false

If true, forecasts the balances of each account

end_user_id
string or null
Default: null
Example: end_user_id=your_end_user_id

end_user_id for statistics; either end_user_id or end_user_heron_id is required

timestamp_max
string or null <date-time>
Default: null
Example: timestamp_max=2025-01-09T12:48:25.647597

Deprecated (use date_max instead). Filter for transactions with timestamp earlier than the input value

date_min
string or null <date>
Default: null
Example: date_min=2025-01-10

Filter for transactions with timestamp after the input value (inclusive). It has precedence over timestamp_min

timestamp_min
string or null <date-time>
Default: null
Example: timestamp_min=2025-01-10T12:48:25.647554

Deprecated (use date_min instead). Filter for transactions with timestamp after the input value

end_user_heron_id
string or null
Default: null
Example: end_user_heron_id=eus_2AMCM37tcHqMrfzCHPQKM3

Heron-generated id for end user; either end_user_id or end_user_heron_id is required

date_max
string or null <date>
Default: null
Example: date_max=2025-01-09

Filter for transactions with date earlier than the input value (inclusive). It has precedence over timestamp_max

to_currency
string or null
Enum: "GBP" "USD" "EUR"
Example: to_currency=USD

ISO 4217 currency code to convert to

Responses

Response samples

Content type
application/json
{
  • "daily_balances": [
    ],
  • "forecasted": [
    ],
  • "summary": {
    }
}

Get EndUser forecasts

Get forecast amounts for a given EndUser and category

Authorizations:
BasicAuth
query Parameters
from_date
string or null <date>
Default: null
Example: from_date=2022-01-01

The earliest transaction timestamp date to use in forecasting

to_date
string or null <date>
Default: null
Example: to_date=2022-01-31

The latest transaction timestamp date to use in forecasting

date_granularity
string
Default: "month"
Enum: "week" "month"
Example: date_granularity=month

Aggregate results over time, i.e., aggregate by week or by month

end_user_id
string or null
Default: null
Example: end_user_id=your_end_user_id

end_user_id for statistics; either end_user_id or end_user_heron_id is required

to_currency
string or null
Enum: "GBP" "USD" "EUR"
Example: to_currency=USD

ISO 4217 currency code to convert to

end_user_heron_id
string or null
Default: null
Example: end_user_heron_id=eus_2AMCM37tcHqMrfzCHPQKM3

Heron-generated id for end user; either end_user_id or end_user_heron_id is required

category_label
string
Example: category_label=Revenue

Label of category to be forecasted; either category_heron_id or category_label must be present

category_heron_id
string
Example: category_heron_id=ctg_ao2tRVDxPkhpBDZT9Uzw5r

Heron ID of category to be forecasted; either category_heron_id or category_label must be present

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Get EndUser statistics

Get summarized statistics for a given EndUser

Authorizations:
BasicAuth
query Parameters
from_date
string or null <date>
Default: null
Example: from_date=2025-01-10

Filter for transactions with timestamp after the input value (as date)

group_by
string
Default: "category"
Enum: "category" "merchant"
Example: group_by=category

Pivot results by merchant or by category

to_date
string or null <date>
Default: null
Example: to_date=2025-01-09

Filter for transactions with timestamp before the input value (as date)

merchant_heron_ids
Array of strings
Default: []
Example: merchant_heron_ids=mrc_UFWYLdkn2z95nU73WmbmSu&merchant_heron_ids=mrc_4265H96v9nqoamLAxv4G2i

Filter by specific merchants

date_granularity
string
Default: "month"
Enum: "day" "week" "month" "quarter" "year"
Example: date_granularity=month

Aggregate results over time, e.g., by week or by quarter

end_user_id
string or null
Default: null
Example: end_user_id=your_end_user_id

end_user_id for statistics; either end_user_id or end_user_heron_id is required

end_user_heron_id
string or null
Default: null
Example: end_user_heron_id=eus_2AMCM37tcHqMrfzCHPQKM3

Heron-generated id for end user; either end_user_id or end_user_heron_id is required

to_currency
string or null
Enum: "GBP" "USD" "EUR"
Example: to_currency=USD

ISO 4217 currency code to convert to

category_heron_ids
Array of strings
Default: []
Example: category_heron_ids=ctg_TXLRHKB4mr6ANEJLDMMuHS&category_heron_ids=ctg_EGsbtyFKjmRdaopL9N6PEk

Filter by specific categories

Responses

Response samples

Content type
application/json
{
  • "statistics": [
    ]
}

Get EndUser anomalies

Get anomalies for given EndUser given a category label or heron id

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

The end_user_id or heron_id of EndUser to upload

query Parameters
category_label_or_heron_id
required
string
Example: category_label_or_heron_id=Revenue

Label or Heron ID of category to find anomalies for

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Get EndUser bank statement summary

Get the bank statement summary by month for an end user

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
query Parameters
grouping
string
Default: "by_month"
Enum: "by_month" "by_data_source_account_heron_id" "rolling_30_days_from_last_txn" "rolling_30_days_from_today" "by_month_by_data_source_account_heron_id"

Determines how to group transactions. It supports calendar month (by_month) or rolling 30-day period (from last txns with rolling_30_days_from_last_txn or from today with rolling_30_days_from_today)

account_ids
Array of strings or null
Default: null
Example: account_ids=1234

Account ids to include in the summary, if not provided, all accounts are included

num_full_calendar_months
integer or null >= 1
Default: null

Number of full calendar months to show in the summary

Responses

Response samples

Content type
application/json
{
  • "average": {
    },
  • "by_data_source_account_heron_id": {
    },
  • "by_month": {
    },
  • "by_month_by_data_source_account_heron_id": {
    },
  • "grouping": "string",
  • "rolling_30_days_from_last_txn": {
    },
  • "rolling_30_days_from_today": {
    },
  • "total": {
    }
}

Get EndUser metric benchmarks

Get the benchmarks for each metric for an end user

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

Response samples

Content type
application/json
{
  • "benchmarks": [
    ]
}

Export as a spreadsheet

Export a spreadsheet for an end user containing key metrics and reports

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

Get EndUser transactions grouped by counterparty or merchant

Get a report of transactions grouped by merchant or counterparty for an end user

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Get EndUser Heron Score (beta)

Get Heron Score for end user with a breakdown of the feature group contributions which resulted in the score. The score is calculated for the day of last transaction. This is a beta feature and is subject to change.

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
query Parameters
date
string or null <date>
Default: null
Example: date=2023-01-19

Cut-off date to consider transactions to for calculating heron score (inclusive)

min_category_confidence
number or null
Default: null
Example: min_category_confidence=0.8

Minimum company categorisation confidence to calculate Heron Score

Responses

Response samples

Content type
application/json
{
  • "data_quality_issues": [
    ],
  • "feature_groups_contributions": {
    },
  • "predicted_at": "2019-08-24T14:15:22Z",
  • "reference_timestamp": "2019-08-24T14:15:22Z",
  • "status": "not_available",
  • "value": 0
}

Get EndUser industry

Predict the industry of the end user based on its name

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

The end_user_id or heron_id of EndUser

query Parameters
naics_code_min_digits
integer [ 2 .. 6 ]
Example: naics_code_min_digits=2

Minimum number of digits in NAICS code

naics_code_max_digits
integer [ 2 .. 6 ]
Example: naics_code_max_digits=6

Maximum number of digits in NAICS code

Responses

Response samples

Content type
application/json
{
  • "label": "Fruit and Vegetable Preserving and Specialty Food Manufacturing",
  • "probability": 0.42,
  • "taxonomy": "naics",
  • "taxonomy_value": "3114"
}

Get EndUser merchant summary

Get the summary of transactions by merchant for an end user for given categories or analytics groups

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
query Parameters
category_label_or_heron_id
Array of strings or null non-empty
analytics_group
Array of strings or null or null non-empty
Enum: "revenue" "cost_of_goods_sold" "operational_expenses" "tax_expenses" "intra_company" "debt" "equity" "other_income" "special_items" "other"
Example: analytics_group=debt
account_ids
Array of strings or null
Default: null
Example: account_ids=1234

Account ids to include in the summary, if not provided, all accounts are included

group_by_counterparty_txn_clusters
boolean
Default: false

Whether to group by counterparty transaction clusters

Responses

Response samples

Content type
application/json
{
  • "by_merchant_summary": [
    ]
}

Get EndUser named dates

Get the named dates associated with an end user, e.g., date of last transaction

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

Response samples

Content type
application/json
{
  • "named_dates": [
    ]
}

Get EndUser cashflow P&L

Calculates the cashflow profit & loss table for an end user, based on the layout defined (if any)

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
query Parameters
from_date
string or null <date>
Default: null
Example: from_date=2022-01-01

The earliest transaction timestamp date to use

currency
string or null
Enum: "GBP" "USD" "EUR"
Example: currency=USD

ISO 4217 currency code for balance

to_date
string or null <date>
Default: null
Example: to_date=2022-01-31

The latest transaction timestamp date to use

dates_ascending
boolean
Default: false

If true, dates are sorted left to right by ascending order. False by default, i.e., by default sorted in descending date order so more recent dates are first

Responses

Response samples

Content type
application/json
{
  • "dates": [
    ],
  • "sections": [
    ]
}

Update EndUser P&L layout

Update the profit and loss layout for the end user, which determines how the profit and loss table is calculated

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
Request Body schema: application/json
category_labels
required
Array of strings non-empty

List of category labels to assign to a different section

section_slug
required
string

Slug of section to assign labels to

Responses

Request samples

Content type
application/json
{
  • "category_labels": [
    ],
  • "section_slug": "operational_expenses"
}

Response samples

Content type
application/json
{
  • "sections": [
    ]
}

Get EndUser recurring transactions report

Get a report of recurring transactions grouped by merchant or counterparty for an end user

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
query Parameters
account_ids
Array of strings or null
Default: null
Example: account_ids=1234

Account ids to include in the report, if not provided, all accounts are included

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Get EndUser scorecard

Get scorecard metrics and rule violations for a user

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
query Parameters
date
string or null <date>
Default: null
Example: date=2023-01-19

Cut-off date to consider transactions to for calculating scorecard (inclusive)

named_date
string or null
Default: null
Enum: "end_user_created" "end_user_last_updated" "last_transaction" "end_user_last_enriched" "last_data_source_end_date_or_transaction_timestamp" "custom_date"
Example: named_date=end_user_created

Qualitative description for date to calculate scorecard

Responses

Response samples

Content type
application/json
{
  • "metrics": [
    ],
  • "rule_violations": [
    ]
}

Request EndUser scorecard

Request scorecard metrics for a date and end user

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
query Parameters
date
required
string <date>
Example: date=2023-01-19

Cut-off date to consider transactions to for calculating scorecard (inclusive)

Responses

Response samples

Content type
application/json
{
  • "message": "string"
}

Get EndUser transaction data coverage

Information about dates covered by any transaction data source

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
query Parameters
start_date
required
string <date>
end_date
required
string <date>

Responses

Response samples

Content type
application/json
{
  • "by_account": {
    },
  • "end_user_heron_id": "string",
  • "reconciliation_by_account": {
    }
}

EndUserAttributes

Get EndUser attribute values

Get calculated attribute values for a given end user

Authorizations:
BasicAuth
path Parameters
end_user_heron_id
required
string

Responses

Response samples

Content type
application/json
[
  • {
    }
]

EnrichmentFeedback

Bulk create category feedback for an end user

Provide bulk feedback on Transaction Categories for a specified end user

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
query Parameters
high_priority
boolean
Default: false

Whether to process the feedback with high priority

Request Body schema: application/json

A list of objects containing a Transaction's heron id and the suggested Category. If you provide a heron_id for Category, you don't need to provide other fields. If heron_id is provided, we disregard label.

required
object (CategoryFeedback)
source
string or null <= 120 characters
Default: null

your identifier for where the feedback comes from e.g. bob_the_underwriter

transaction_heron_ids
Array of strings
Default: []

List of transaction heron IDs

transaction_reference_ids
Array of strings
Default: []

List of transaction reference IDs

Responses

Request samples

Content type
application/json
{
  • "category": {
    },
  • "source": null,
  • "transaction_heron_ids": [ ],
  • "transaction_reference_ids": [ ]
}

Response samples

Content type
application/json
{
  • "num_annotations": 1
}

Create category, merchant feedback

Provide feedback on a Transaction's Categories and Merchants

Authorizations:
BasicAuth
path Parameters
heron_id
required
string

Transaction heron_id

Request Body schema: application/json

A partial Transaction object with the suggested Category and/or Merchant. If you provide a heron_id for Category or Merchant, you don't need to provide other fields. If you don't know the Merchant heron_id nor name, you can just send the is_correct boolean. If heron_id is provided, we disregard name and label. If is_correct is set to true, we disregard all other Merchant fields.

object (TransactionFeedbackSchema)
object
Default: {}
object
Default: {}
source
string or null <= 120 characters
Default: null

your identifier for where the feedback comes from e.g. bob_the_underwriter

Responses

Request samples

Content type
application/json
{
  • "transaction": {
    }
}

EndUserFinancials

Get EndUser's combined financials

Get the combined P&L & Balance Sheet data from financial documents for an EndUser

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
query Parameters
grouping
string or null
Enum: "by_month" "by_quarter" "by_year"

Responses

Response samples

Content type
application/json
{
  • "by_category": [
    ],
  • "by_sub_category": [
    ],
  • "currency": "string",
  • "grouping": "by_month",
  • "metrics": [
    ]
}

EndUserRules

Evaluate all rules for an end user

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Integrations

Send a Finicity Connect email to an end user

Create a Finicity Link for an end user and send a Finicity Connect email to the end user to initiate the connection. The end user must have sufficient end user information to create the link.

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

Responses

Trigger a cashflow report generation for an end user

Request a cashflow report generation for an end user. When the report is ready it will be available as EndUserFile.

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
Request Body schema: application/json
applicant_is_personal_guarantor
required
boolean
for_cra_purpose
required
boolean
user_type
required
string
Enum: "personal" "business"

Responses

Request samples

Content type
application/json
{
  • "applicant_is_personal_guarantor": true,
  • "for_cra_purpose": true,
  • "user_type": "personal"
}

Trigger a statement reports generation for an end user

Request a Finicity statement reports generation for end user. Reports will be generated for each account available and each month going back in time between min_statement_index and max_statement_index. When the report is ready it will be available as EndUserFile.

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
Request Body schema: application/json
max_statement_index
integer
Default: 24
min_statement_index
integer
Default: 1

Responses

Request samples

Content type
application/json
{
  • "max_statement_index": 24,
  • "min_statement_index": 1
}

Trigger a Finicity VOE transactions report generation for an end user

Request a Finicity VOE transactions report generation for an end user. When the report is ready it will be available as an EndUserFile.

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string
Request Body schema: application/json
from_date
string <date-time>

Responses

Request samples

Content type
application/json
{
  • "from_date": "2019-08-24T14:15:22Z"
}

Update an Integration Link

Allows refreshing the access_token of an existing Integration Link

Authorizations:
BasicAuth
path Parameters
item_id
required
string
Request Body schema: application/json

IntegrationLink

object (IntegrationLinkUpdateSchema)
access_token
required
string

The generated token that grants access to the bank (this is encrypted in transit and at-rest with a custom key)

Responses

Request samples

Content type
application/json
{
  • "end_user": {
    }
}

Response samples

Content type
application/json
{
  • "integration_link": {
    }
}

List Integrations

Get a list of Integrations

Authorizations:
BasicAuth

Responses

Response samples

Content type
application/json
{}

Create an integration

Create an integration e.g. with Plaid

Authorizations:
BasicAuth
Request Body schema: application/json
object (IntegrationSchema)
base_url
string <url>

Base URL of the API integration. Required for Plaid integration

client_auth
object
client_id
string

Client ID for API access (this is encrypted in transit and at-rest with a custom key). Required for Plaid integration

client_secret
string

Client Secret for API access (this is encrypted in transit and at-rest with a custom key). Required for Plaid integration

name
required
string

A name for your integration

resource
required
string
Enum: "transaction" "assets_report" "end_user_application" "invoice_factoring_processing" "end_user_files"

For integrations with multiple available resources, the specific resource

type
required
string
Enum: "plaid" "ocrolus" "truelayer" "email" "salesforce" "rel6" "finicity" "smarty_streets"

The integration type, a specific provider

webhook_url
string or null <url>

URL provided by you to which we'll forward all webhooks (optional)

Responses

Request samples

Content type
application/json
{}

Response samples

Content type
application/json
{}

Update Integration

Update an Integration

Authorizations:
BasicAuth
path Parameters
heron_id
required
string
Request Body schema: application/json

Integration

object (IntegrationSchema)
base_url
string <url>

Base URL of the API integration. Required for Plaid integration

client_auth
object
client_id
string

Client ID for API access (this is encrypted in transit and at-rest with a custom key). Required for Plaid integration

client_secret
string

Client Secret for API access (this is encrypted in transit and at-rest with a custom key). Required for Plaid integration

name
required
string

A name for your integration

resource
required
string
Enum: "transaction" "assets_report" "end_user_application" "invoice_factoring_processing" "end_user_files"

For integrations with multiple available resources, the specific resource

type
required
string
Enum: "plaid" "ocrolus" "truelayer" "email" "salesforce" "rel6" "finicity" "smarty_streets"

The integration type, a specific provider

webhook_url
string or null <url>

URL provided by you to which we'll forward all webhooks (optional)

Responses

Request samples

Content type
application/json
{}

Response samples

Content type
application/json
{}

(Soft-)Delete an integration link

Soft-deletes of an integration link (sync is disabled)

Authorizations:
BasicAuth
path Parameters
heron_id
required
string

The Integration's heron_id

query Parameters
end_user_id_or_heron_id
required
string

Delete that end user's IntegrationLinks

Responses

Get IntegrationLinks by Integration

Get a list of IntegrationLinks for an Integration filtered by end user

Authorizations:
BasicAuth
path Parameters
heron_id
required
string

The Integration's heron_id

query Parameters
end_user_id_or_heron_id
required
string

Return only IntegrationLinks for that end user

Responses

Response samples

Content type
application/json
{
  • "links": [
    ]
}

Create an integration Link

Create a Link for an active Integration every time a customer connects their bank. In Plaid, this is a Plaid Link every time a customer connects their bank. For Plaid, call this after exchanging a public token for an Item access_token.

Authorizations:
BasicAuth
path Parameters
heron_id
required
string
Request Body schema: application/json
access_token
required
string

The generated token that grants access to the bank (this is encrypted in transit and at-rest with a custom key)

end_user_id
required
string

A unique identifier for your end user (customer) generated by you

end_user_name
string

An human readable name for this end user, like the company legal name

item_id
required
string

Unique identifier for each bank connection made by your end users. In Plaid this is the 'item_id'.

Responses

Request samples

Content type
application/json
{
  • "access_token": "access-sandbox-de3ce8ef-33f8-452c-a685-8671031fc0f6",
  • "end_user_id": "ffc121d8-c0d1-410d-9adf-3f83aa443447",
  • "end_user_name": "Acme Corp",
  • "item_id": "M5eVJqLnv3tbzdngLDp9FL5OlDNxlNhlE55op"
}

Response samples

Content type
application/json
{
  • "link": {
    }
}

EndUserIntegrations

Upload Inscribe

Upload Inscribe JSON for a specified end user to translate into Heron Data format and add transactions for the end user

Authorizations:
BasicAuth
path Parameters
end_user_id_or_heron_id
required
string

The end_user_id or heron_id of EndUser to upload

Request Body schema: application/json
customer_name
string or null
Default: null
object (InscribeParsedDetails)

Responses

Request samples

Content type
application/json
{
  • "customer_name": null,
  • "parsed_details": {