Synctera 'Accounts' endpoints.
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Summary
Functions
Create an account — Create a shadow mode or lead mode account. You need to determine the mode according to integrator configuration, and specify the required fields accordingly. Shadow mode required fields: - account_number - status Lead mode required fields: - account_template_id - relationships
Like create_account/2 but returns the value directly and raises on error.
Create account relationship — Add a customer to an account
Like create_account_relationship/3 but returns the value directly and raises on error.
Create an account product — Create an account product. Rates cannot be nil or empty.
Like create_account_resource_product/2 but returns the value directly and raises on error.
Create an account template — Create an account template. An account template is need when create an account in a lead mode
Like create_account_template/2 but returns the value directly and raises on error.
Delete account relationship — Delete account relationship
Like delete_account_relationship/4 but returns the value directly and raises on error.
Delete account template — Delete account template
Like delete_account_template/3 but returns the value directly and raises on error.
Get account — Get an account
Like get_account/3 but returns the value directly and raises on error.
Get account relationship — Get account relationship by ID
Like get_account_relationship/4 but returns the value directly and raises on error.
Get account template — Get an account template
Like get_account_template/3 but returns the value directly and raises on error.
List account relationships — List all customers of an account
Like list_account_relationship/3 but returns the value directly and raises on error.
List account products — List account Products
Like list_account_resource_products/2 but returns the value directly and raises on error.
List account templates — List account templates
Like list_account_templates/2 but returns the value directly and raises on error.
List accounts — Get paginated list of Accounts associated
Like list_accounts/2 but returns the value directly and raises on error.
Patch account — Patch account. Immutable fields: - account_number - account_type - account_template_id - customer_type Please note: - Other fields cannot be modified when access_status is FROZEN. - access_status has to be patched individually without other fields.
Like patch_account/3 but returns the value directly and raises on error.
Patch account product — Patch account product. Rates requires at minimum 1 entry if specified.
Like patch_account_product/3 but returns the value directly and raises on error.
Update account — Update account Shadow mode required fields: - account_number - status Lead mode required fields: - All fields are required. Please note: - access_status needs to be in ACTIVE. - PUT request cannot change access_status.
Like update_account/3 but returns the value directly and raises on error.
Update account relationship — Update account relationship. Only relationship_type can be updated. customer_id should not be modified.
Like update_account_relationship/4 but returns the value directly and raises on error.
Update account template — Update account template
Like update_account_template/3 but returns the value directly and raises on error.
Functions
@spec create_account( Synctera.Client.t(), keyword() ) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
Create an account — Create a shadow mode or lead mode account. You need to determine the mode according to integrator configuration, and specify the required fields accordingly. Shadow mode required fields: - account_number - status Lead mode required fields: - account_template_id - relationships
Options
:body— request body (map), required.:idempotency_key— seeSynctera.Idempotency.:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec create_account!( Synctera.Client.t(), keyword() ) :: Synctera.JSON.json()
Like create_account/2 but returns the value directly and raises on error.
@spec create_account_relationship(Synctera.Client.t(), String.t(), keyword()) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
Create account relationship — Add a customer to an account
Options
:body— request body (map), required.:idempotency_key— seeSynctera.Idempotency.:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec create_account_relationship!(Synctera.Client.t(), String.t(), keyword()) :: Synctera.JSON.json()
Like create_account_relationship/3 but returns the value directly and raises on error.
@spec create_account_resource_product( Synctera.Client.t(), keyword() ) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
Create an account product — Create an account product. Rates cannot be nil or empty.
Options
:body— request body (map), required.:idempotency_key— seeSynctera.Idempotency.:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec create_account_resource_product!( Synctera.Client.t(), keyword() ) :: Synctera.JSON.json()
Like create_account_resource_product/2 but returns the value directly and raises on error.
@spec create_account_template( Synctera.Client.t(), keyword() ) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
Create an account template — Create an account template. An account template is need when create an account in a lead mode
Options
:body— request body (map), required.:idempotency_key— seeSynctera.Idempotency.:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec create_account_template!( Synctera.Client.t(), keyword() ) :: Synctera.JSON.json()
Like create_account_template/2 but returns the value directly and raises on error.
@spec delete_account_relationship( Synctera.Client.t(), String.t(), String.t(), keyword() ) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
Delete account relationship — Delete account relationship
Options
:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec delete_account_relationship!( Synctera.Client.t(), String.t(), String.t(), keyword() ) :: Synctera.JSON.json()
Like delete_account_relationship/4 but returns the value directly and raises on error.
@spec delete_account_template(Synctera.Client.t(), String.t(), keyword()) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
Delete account template — Delete account template
Options
:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec delete_account_template!(Synctera.Client.t(), String.t(), keyword()) :: Synctera.JSON.json()
Like delete_account_template/3 but returns the value directly and raises on error.
@spec get_account(Synctera.Client.t(), String.t(), keyword()) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
Get account — Get an account
Options
:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec get_account!(Synctera.Client.t(), String.t(), keyword()) :: Synctera.JSON.json()
Like get_account/3 but returns the value directly and raises on error.
@spec get_account_relationship(Synctera.Client.t(), String.t(), String.t(), keyword()) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
Get account relationship — Get account relationship by ID
Options
:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec get_account_relationship!( Synctera.Client.t(), String.t(), String.t(), keyword() ) :: Synctera.JSON.json()
Like get_account_relationship/4 but returns the value directly and raises on error.
@spec get_account_template(Synctera.Client.t(), String.t(), keyword()) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
Get account template — Get an account template
Options
:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec get_account_template!(Synctera.Client.t(), String.t(), keyword()) :: Synctera.JSON.json()
Like get_account_template/3 but returns the value directly and raises on error.
@spec list_account_relationship(Synctera.Client.t(), String.t(), keyword()) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
List account relationships — List all customers of an account
Options
Query options: :limit, :page_token
:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec list_account_relationship!(Synctera.Client.t(), String.t(), keyword()) :: Synctera.JSON.json()
Like list_account_relationship/3 but returns the value directly and raises on error.
@spec list_account_resource_products( Synctera.Client.t(), keyword() ) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
List account products — List account Products
Options
Query options: :limit, :page_token, :start_date, :end_date, :product_type
:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec list_account_resource_products!( Synctera.Client.t(), keyword() ) :: Synctera.JSON.json()
Like list_account_resource_products/2 but returns the value directly and raises on error.
@spec list_account_templates( Synctera.Client.t(), keyword() ) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
List account templates — List account templates
Options
Query options: :limit, :page_token
:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec list_account_templates!( Synctera.Client.t(), keyword() ) :: Synctera.JSON.json()
Like list_account_templates/2 but returns the value directly and raises on error.
@spec list_accounts( Synctera.Client.t(), keyword() ) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
List accounts — Get paginated list of Accounts associated
Options
Query options: :id, :linked_account_id, :overdraft_account_id, :overflow_account_id,
:account_number, :status, :interest_product_id, :customer_type, :customer_id,
:business_id, :person_id, :first_name, :last_name, :limit, :page_token, :sort_by
:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec list_accounts!( Synctera.Client.t(), keyword() ) :: Synctera.JSON.json()
Like list_accounts/2 but returns the value directly and raises on error.
@spec patch_account(Synctera.Client.t(), String.t(), keyword()) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
Patch account — Patch account. Immutable fields: - account_number - account_type - account_template_id - customer_type Please note: - Other fields cannot be modified when access_status is FROZEN. - access_status has to be patched individually without other fields.
Options
:body— request body (map), required.:idempotency_key— seeSynctera.Idempotency.:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec patch_account!(Synctera.Client.t(), String.t(), keyword()) :: Synctera.JSON.json()
Like patch_account/3 but returns the value directly and raises on error.
@spec patch_account_product(Synctera.Client.t(), String.t(), keyword()) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
Patch account product — Patch account product. Rates requires at minimum 1 entry if specified.
Options
:body— request body (map), required.:idempotency_key— seeSynctera.Idempotency.:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec patch_account_product!(Synctera.Client.t(), String.t(), keyword()) :: Synctera.JSON.json()
Like patch_account_product/3 but returns the value directly and raises on error.
@spec update_account(Synctera.Client.t(), String.t(), keyword()) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
Update account — Update account Shadow mode required fields: - account_number - status Lead mode required fields: - All fields are required. Please note: - access_status needs to be in ACTIVE. - PUT request cannot change access_status.
Options
:body— request body (map), required.:idempotency_key— seeSynctera.Idempotency.:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec update_account!(Synctera.Client.t(), String.t(), keyword()) :: Synctera.JSON.json()
Like update_account/3 but returns the value directly and raises on error.
@spec update_account_relationship( Synctera.Client.t(), String.t(), String.t(), keyword() ) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
Update account relationship — Update account relationship. Only relationship_type can be updated. customer_id should not be modified.
Options
:body— request body (map), required.:idempotency_key— seeSynctera.Idempotency.:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec update_account_relationship!( Synctera.Client.t(), String.t(), String.t(), keyword() ) :: Synctera.JSON.json()
Like update_account_relationship/4 but returns the value directly and raises on error.
@spec update_account_template(Synctera.Client.t(), String.t(), keyword()) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}
Update account template — Update account template
Options
:body— request body (map), required.:idempotency_key— seeSynctera.Idempotency.:device_info— a%Synctera.DeviceInfo{}overriding the client default.
@spec update_account_template!(Synctera.Client.t(), String.t(), keyword()) :: Synctera.JSON.json()
Like update_account_template/3 but returns the value directly and raises on error.