API Reference
Categories
EndUserDataSourceAccounts
EndUsers
- GETGet EndUser emails
- GETList EndUsers
- PUTUpdate EndUser
- POSTCreate EndUser
- 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
EndUserEntity
EndUserFiles
- GETAll EndUserFiles
- GETGet all file classes
- GETGet recent files by file class
- GETGet file rename rules
- POSTCreate a file rename rule
- 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
EndUserCalculations
- GETGet EndUser balance
- GETGet EndUser forecasts
- GETGet EndUser statistics
- 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 industry
- 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)
- GETGet the scrubbed results and data validations of an uploaded ISO application by its heron_id (prefixed "iso_")
EndUserAccounts
EnrichedTransactions
Transactions
Merchants
ParsedEndUserSubmission
Users
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.
curl --request POST \
--url https://app.herondata.io/api/integrations/{heron_id}/links \
--header 'Authorization: Basic <encoded-value>' \
--header 'Content-Type: application/json' \
--data '{
"access_token": "access-sandbox-de3ce8ef-33f8-452c-a685-8671031fc0f6",
"end_user_id": "aa85c365-5c37-4c83-81d2-e2937d9acdcf",
"end_user_name": "Acme Corp",
"item_id": "M5eVJqLnv3tbzdngLDp9FL5OlDNxlNhlE55op"
}'
{
"link": {
"created": "2020-01-01T00:00:00Z",
"data_source_heron_id": "<string>",
"item_id": "M5eVJqLnv3tbzdngLDp9FL5OlDNxlNhlE55op",
"last_successful_sync": "2020-01-01T00:00:00Z",
"last_updated": "2020-01-01T00:00:00Z",
"status": "active",
"status_message": "[ITEM_LOGIN_REQUIRED] the login details of this item have changed (credentials, MFA, or required user action) and a user login is required to update this information. use Link's update mode to restore the item to a good state",
"type": "plaid_assets_report"
}
}
Authorizations
Basic authentication header of the form Basic <encoded-value>
, where <encoded-value>
is the base64-encoded string username:password
.
Path Parameters
Body
The generated token that grants access to the bank (this is encrypted in transit and at-rest with a custom key)
"access-sandbox-de3ce8ef-33f8-452c-a685-8671031fc0f6"
A unique identifier for your end user (customer) generated by you
"aa85c365-5c37-4c83-81d2-e2937d9acdcf"
Unique identifier for each bank connection made by your end users. In Plaid this is the 'item_id'.
"M5eVJqLnv3tbzdngLDp9FL5OlDNxlNhlE55op"
An human readable name for this end user, like the company legal name
"Acme Corp"
Response
Unique identifier for each bank connection made by your end users. In Plaid this is the 'item_id'.
"M5eVJqLnv3tbzdngLDp9FL5OlDNxlNhlE55op"
When the integration link was created in Heron system
"2020-01-01T00:00:00Z"
When the integration link was last successfully synced
"2020-01-01T00:00:00Z"
When the integration link was last updated in Heron system
"2020-01-01T00:00:00Z"
The integration link status
pending
, active
, syncing
, erroring
, sync_disabled
, deleted_in_plaid
"active"
A message describing the 'erroring' status of the integration link
"[ITEM_LOGIN_REQUIRED] the login details of this item have changed (credentials, MFA, or required user action) and a user login is required to update this information. use Link's update mode to restore the item to a good state"
The integration link type, inherited from the integration: plaid_assets_report or plaid_integration
"plaid_assets_report"
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curl --request POST \
--url https://app.herondata.io/api/integrations/{heron_id}/links \
--header 'Authorization: Basic <encoded-value>' \
--header 'Content-Type: application/json' \
--data '{
"access_token": "access-sandbox-de3ce8ef-33f8-452c-a685-8671031fc0f6",
"end_user_id": "aa85c365-5c37-4c83-81d2-e2937d9acdcf",
"end_user_name": "Acme Corp",
"item_id": "M5eVJqLnv3tbzdngLDp9FL5OlDNxlNhlE55op"
}'
{
"link": {
"created": "2020-01-01T00:00:00Z",
"data_source_heron_id": "<string>",
"item_id": "M5eVJqLnv3tbzdngLDp9FL5OlDNxlNhlE55op",
"last_successful_sync": "2020-01-01T00:00:00Z",
"last_updated": "2020-01-01T00:00:00Z",
"status": "active",
"status_message": "[ITEM_LOGIN_REQUIRED] the login details of this item have changed (credentials, MFA, or required user action) and a user login is required to update this information. use Link's update mode to restore the item to a good state",
"type": "plaid_assets_report"
}
}