Requires any of the roles: | admin, oauthadmin |
GET | /Ams/{ClientID}/FinanceBatches | Return a chronological list of Financial Batches. | Uses either a specific batch (recommended) or timestamp as a starting point. This method would typically be used in conjunction with subsequent calls to Sa.Export.Finance.Batch for each BatchID returned for the purposes of importing financial data into a 3rd-party accounting sytem. Server time information is also returned, specifically the current date/time ServerTime and GMT bias ServerGmtBias. |
---|---|---|---|
POST | /Ams/{ClientID}/FinanceBatches | Starts an export of all invoice items in the specified batch and returns the ExportID. | To query the status of an export, call Sa.Export.Status until receiving either a COMPLETE or FAILURE status code. Upon receiving a COMPLETE status code, the download location of your export file will be returned by Sa.Export.Status as ExportURI. |
Name | Parameter | Data Type | Required | Description |
---|---|---|---|---|
CommerceType | body | string | No | |
ClosingDate | body | DateTime | No | |
ClosedOnly | body | bool | No | |
Timestamp | body | DateTime? | No | |
StartBatchID | body | string | No | |
PageSize | body | int | No | |
PageNumber | body | int | No |
Name | Parameter | Data Type | Required | Description |
---|---|---|---|---|
UsingRedis | form | bool | No | |
AppInitTime | form | DateTime | No | |
ServerID | form | string | No |
Name | Parameter | Data Type | Required | Description |
---|---|---|---|---|
ClientID | form | int | No | |
ResponseStatus | form | ResponseStatus | No | |
BypassCache | form | bool | No | |
DateCached | form | DateTime | No | |
Device | form | Device | No |
Name | Parameter | Data Type | Required | Description |
---|---|---|---|---|
BatchID | form | string | No | |
ItemCount | form | int? | No | |
FinanceBatchList | form | List<FinanceBatch> | No |
Name | Parameter | Data Type | Required | Description |
---|---|---|---|---|
BatchID | form | string | No | |
CommerceType | form | string | No | |
ItemCount | form | int | No | |
ClosedDate | form | DateTime | No | |
CreateDateTime | form | DateTime | No |
To override the Content-type in your clients, use the HTTP Accept Header, append the .jsv suffix or ?format=jsv
The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.
POST /Ams/{ClientID}/FinanceBatches HTTP/1.1
Host: ws.yourmembership.com
Accept: text/jsv
Content-Type: text/jsv
Content-Length: length
{
CommerceType: String,
ClosingDate: 0001-01-01,
ClosedOnly: False,
Timestamp: 0001-01-01,
StartBatchID: String,
PageSize: 0,
PageNumber: 0,
UsingRedis: True,
AppInitTime: 2025-01-15T07:19:47.5165087-05:00,
ServerID: WS-6-56-398,
ClientID: 0,
ResponseStatus:
{
ErrorCode: String,
Message: String,
StackTrace: String,
Errors:
[
{
ErrorCode: String,
FieldName: String,
Message: String,
Meta:
{
String: String
}
}
],
Meta:
{
String: String
}
},
BypassCache: False,
DateCached: 2025-01-15T08:38:23.7788431-05:00,
Device: Desktop
}
HTTP/1.1 200 OK Content-Type: text/jsv Content-Length: length { BatchID: String, ItemCount: 0, FinanceBatchList: [ { BatchID: String, CommerceType: String, ItemCount: 0, ClosedDate: 0001-01-01, CreateDateTime: 0001-01-01 } ], CommerceType: String, ClosingDate: 0001-01-01, ClosedOnly: False, Timestamp: 0001-01-01, StartBatchID: String, PageSize: 0, PageNumber: 0, UsingRedis: True, AppInitTime: 2025-01-15T07:19:47.5165087-05:00, ServerID: WS-6-56-398, ClientID: 0, ResponseStatus: { ErrorCode: String, Message: String, StackTrace: String, Errors: [ { ErrorCode: String, FieldName: String, Message: String, Meta: { String: String } } ], Meta: { String: String } }, BypassCache: False, DateCached: 2025-01-15T08:38:23.7788431-05:00, Device: Desktop }