EndUserDataSources
Get data source account summary
API Reference
Categories
EndUserDataSourceAccounts
EndUsers
- GETGet EndUser emails
- GETList EndUsers
- PUTUpdate EndUser
- POSTCreate EndUser
- GETList EndUsers with Summary Information
- GETGet EndUser by heron_id or end_user_id
- DELDelete EndUser by heron_id or end_user_id
- GETGet EndUser emails
- GETGet EndUser information
- PATCHPatch EndUser information
- POSTEnrich transactions of EndUser
- GETGet EndUser physical location
- GETRetrieve CRM sync events for an end user
- POSTTrigger a CRM Sync for an End User
EndUserEmails
EndUserEnricherFields
EndUserEntity
- GETGet the definitions for all end user entities
- POSTCreate an end user entity
- PATCHSet the display order of end user entities
- POSTCreate an end user entity attribute
- PATCHSet the display order of end user entity attributes
- DELDelete an EndUserEntityAttribute
- PATCHUpdate an end user entity
- POSTCreate an end user entity attribute
- POSTCreate an end user entity attribute source
- DELDelete an EndUserEntityAttribute
- PATCHUpsert an end user entity
- DELDelete an EndUserEntity
- PATCHUpdate an end user entity
- GETGet the materialised end user entities for an end user
- POSTUpsert the attribute value for an end user entity attribute source
EndUserFiles
- GETAll EndUserFiles
- GETGet recent files by file class
- GETGet file rename rules
- POSTCreate a file rename rule
- GETGet file rename rule variable slugs
- PATCHUpdate a file rename rule
- PATCHUpdate the end user file's class
- GETGet EndUserFile as a base64 string
- POSTTrigger async parsing of an end user file
- PATCHUpdate Parsed Results
- GETGet parsed results from uploaded files
- POSTTrigger file's rename rule
- POSTTrigger splitting a combined end user file into its child files based on its page_classes
- GETGet EndUserFiles
- POSTPost EndUserFile
- GETDownload EndUserFiles
- GETDownload xlsx of parsed results from uploaded files
FileClass
EndUserCalculations
- GETGet EndUser balance
- GETGet EndUser forecasts
- GETGet EndUser statistics
- GETRun industry classification on end user files
- GETGet EndUser anomalies
- GETGet EndUser bank statement summary
- GETGet EndUser metric benchmarks
- GETExport as a spreadsheet
- GETGet EndUser transactions grouped by counterparty or merchant
- GETGet EndUser Heron Score (beta)
- GETGet EndUser merchant summary
- GETGet EndUser named dates
- GETGet EndUser cashflow P&L
- PUTUpdate EndUser P&L layout
- GETGet EndUser recurring transactions report
- GETGet EndUser scorecard
- POSTRequest EndUser scorecard
- GETGet EndUser transaction data coverage
EndUserAttributes
EnrichmentFeedback
EndUserFinancials
EndUserRules
Integrations
- POSTSend a Finicity Connect email to an end user
- POSTTrigger a cashflow report generation for an end user
- POSTTrigger a statement reports generation for an end user
- POSTTrigger a Finicity VOE transactions report generation for an end user
- PUTUpdate an Integration Link
- GETList Integrations
- POSTCreate an integration
- PUTUpdate Integration
- GETGet IntegrationLinks by Integration
- POSTCreate an integration Link
- DEL(Soft-)Delete an integration link
- POSTRefresh an IntegrationLink
EndUserIntegrations
- POSTUpload Inscribe
- GETGet Integration Links
- POSTUpload Ocrolus
- GETGet PDFs
- POSTParse all PDF
- POSTUpload PDF
- POSTUpload Plaid assets
- POSTUpload Plaid transactions
- POSTUpload Yodlee
- PUTUpdate PDF attributes including status
- PATCHSend patch transactions for a pdf statement
- POSTReloads transactions for a pdf
- POSTUnloads transactions for a pdf
ISOApplication
- POSTUpload an ISO application PDF for for an end user
- GETGet EndUser ISO Applications
- POSTUpload an ISO application PDF for automated scrubbing in under 15 seconds
- POSTUpload an ISO application PDF for automated scrubbing in under 15 seconds (base64)
- POSTReprocess a single ISO application
- GETGet the scrubbed results and data validations of an uploaded ISO application by its heron_id (prefixed "iso_")
EndUserAccounts
EnrichedTransactions
Transactions
Merchants
ParsedEndUserSubmission
UserMerchantGroups
Users
EndUserDataSources
Get data source account summary
Get a list of data sources accounts & their summarised information for a company
GET
/
api
/
end_users
/
{end_user_id_or_heron_id}
/
data_source_account_summary
curl --request GET \
--url https://app.herondata.io/api/end_users/{end_user_id_or_heron_id}/data_source_account_summary \
--header 'x-api-key: <api-key>'
[
{
"data_source_account_summaries": [
{
"account": {
"account_id": "202348",
"anomaly_score": 200,
"balances": [
{
"closing_amount": 25000.45,
"currency": "USD",
"date": "2022-01-01"
}
],
"currency": "USD",
"end_date": "2022-01-31",
"heron_id": "dso_enx8WwvdV7HwThALhgtiMV",
"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"
},
"summary": {
"average_balance": {
"amount": "1234.56",
"currency": "USD"
},
"average_balance_to_revenue_ratio": 123,
"ending_balance": {
"amount": "1234.56",
"currency": "USD"
},
"holdback_percentage": 123,
"low_balance_days": 123,
"mca_credits": {
"amount": "1234.56",
"currency": "USD"
},
"mca_debits": {
"amount": "1234.56",
"currency": "USD"
},
"negative_balance_days": 123,
"no_deposits": 123,
"no_od_nsf": 123,
"no_overdraft_transactions": 123,
"no_revenue": 123,
"no_withdrawals": 123,
"non_revenue": {
"amount": "1234.56",
"currency": "USD"
},
"starting_balance": {
"amount": "1234.56",
"currency": "USD"
},
"total_deposits": {
"amount": "1234.56",
"currency": "USD"
},
"total_revenue": {
"amount": "1234.56",
"currency": "USD"
},
"total_withdrawals": {
"amount": "1234.56",
"currency": "USD"
}
}
}
],
"end_user": {
"end_user_id": "e5969dfd-160d-4d0f-8e71-a0c219cebd78",
"heron_id": "eus_2PbzLP3BSwiWSCdeaKmSUT",
"name": "Company Name Inc."
}
}
]
Authorizations
Path Parameters
Response
200 - application/json
Ok
The response is of type object[]
.
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curl --request GET \
--url https://app.herondata.io/api/end_users/{end_user_id_or_heron_id}/data_source_account_summary \
--header 'x-api-key: <api-key>'
[
{
"data_source_account_summaries": [
{
"account": {
"account_id": "202348",
"anomaly_score": 200,
"balances": [
{
"closing_amount": 25000.45,
"currency": "USD",
"date": "2022-01-01"
}
],
"currency": "USD",
"end_date": "2022-01-31",
"heron_id": "dso_enx8WwvdV7HwThALhgtiMV",
"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"
},
"summary": {
"average_balance": {
"amount": "1234.56",
"currency": "USD"
},
"average_balance_to_revenue_ratio": 123,
"ending_balance": {
"amount": "1234.56",
"currency": "USD"
},
"holdback_percentage": 123,
"low_balance_days": 123,
"mca_credits": {
"amount": "1234.56",
"currency": "USD"
},
"mca_debits": {
"amount": "1234.56",
"currency": "USD"
},
"negative_balance_days": 123,
"no_deposits": 123,
"no_od_nsf": 123,
"no_overdraft_transactions": 123,
"no_revenue": 123,
"no_withdrawals": 123,
"non_revenue": {
"amount": "1234.56",
"currency": "USD"
},
"starting_balance": {
"amount": "1234.56",
"currency": "USD"
},
"total_deposits": {
"amount": "1234.56",
"currency": "USD"
},
"total_revenue": {
"amount": "1234.56",
"currency": "USD"
},
"total_withdrawals": {
"amount": "1234.56",
"currency": "USD"
}
}
}
],
"end_user": {
"end_user_id": "e5969dfd-160d-4d0f-8e71-a0c219cebd78",
"heron_id": "eus_2PbzLP3BSwiWSCdeaKmSUT",
"name": "Company Name Inc."
}
}
]