Update account template
curl --request PUT \
--url https://api-sandbox.synctera.com/v0/accounts/templates/{template_id} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"is_enabled": true,
"name": "<string>",
"template": {
"bank_country": "US",
"currency": "USD",
"fee_product_ids": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"reward_product_ids": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"account_program_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"bank_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
},
"description": "<string>"
}
'import requests
url = "https://api-sandbox.synctera.com/v0/accounts/templates/{template_id}"
payload = {
"is_enabled": True,
"name": "<string>",
"template": {
"bank_country": "US",
"currency": "USD",
"fee_product_ids": ["3c90c3cc-0d44-4b50-8888-8dd25736052a"],
"reward_product_ids": ["3c90c3cc-0d44-4b50-8888-8dd25736052a"],
"account_program_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"bank_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
},
"description": "<string>"
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.put(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PUT',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
is_enabled: true,
name: '<string>',
template: {
bank_country: 'US',
currency: 'USD',
fee_product_ids: ['3c90c3cc-0d44-4b50-8888-8dd25736052a'],
reward_product_ids: ['3c90c3cc-0d44-4b50-8888-8dd25736052a'],
account_program_id: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
bank_account_id: '3c90c3cc-0d44-4b50-8888-8dd25736052a'
},
description: '<string>'
})
};
fetch('https://api-sandbox.synctera.com/v0/accounts/templates/{template_id}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api-sandbox.synctera.com/v0/accounts/templates/{template_id}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PUT",
CURLOPT_POSTFIELDS => json_encode([
'is_enabled' => true,
'name' => '<string>',
'template' => [
'bank_country' => 'US',
'currency' => 'USD',
'fee_product_ids' => [
'3c90c3cc-0d44-4b50-8888-8dd25736052a'
],
'reward_product_ids' => [
'3c90c3cc-0d44-4b50-8888-8dd25736052a'
],
'account_program_id' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'bank_account_id' => '3c90c3cc-0d44-4b50-8888-8dd25736052a'
],
'description' => '<string>'
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api-sandbox.synctera.com/v0/accounts/templates/{template_id}"
payload := strings.NewReader("{\n \"is_enabled\": true,\n \"name\": \"<string>\",\n \"template\": {\n \"bank_country\": \"US\",\n \"currency\": \"USD\",\n \"fee_product_ids\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"reward_product_ids\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"account_program_id\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"bank_account_id\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n },\n \"description\": \"<string>\"\n}")
req, _ := http.NewRequest("PUT", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.put("https://api-sandbox.synctera.com/v0/accounts/templates/{template_id}")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"is_enabled\": true,\n \"name\": \"<string>\",\n \"template\": {\n \"bank_country\": \"US\",\n \"currency\": \"USD\",\n \"fee_product_ids\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"reward_product_ids\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"account_program_id\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"bank_account_id\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n },\n \"description\": \"<string>\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api-sandbox.synctera.com/v0/accounts/templates/{template_id}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Put.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"is_enabled\": true,\n \"name\": \"<string>\",\n \"template\": {\n \"bank_country\": \"US\",\n \"currency\": \"USD\",\n \"fee_product_ids\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"reward_product_ids\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"account_program_id\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"bank_account_id\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n },\n \"description\": \"<string>\"\n}"
response = http.request(request)
puts response.read_body{
"is_enabled": true,
"name": "<string>",
"template": {
"bank_country": "US",
"currency": "USD",
"account_program_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"application_workflow_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"auto_payment_period": 20,
"balance_ceiling": {
"balance": 1,
"linked_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"overflow_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
},
"balance_floor": {
"balance": 123,
"linked_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"overdraft_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
},
"bank_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"billing_period": {
"start_date": "2022-01-01T00:00:00Z"
},
"fee_product_ids": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"grace_period": 2,
"interest_product_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"is_ach_credit_enabled": true,
"is_ach_debit_enabled": true,
"is_ach_enabled": false,
"is_card_credit_enabled": true,
"is_card_debit_enabled": true,
"is_card_enabled": false,
"is_cash_credit_enabled": true,
"is_cash_debit_enabled": true,
"is_cash_enabled": false,
"is_check_credit_enabled": true,
"is_check_debit_enabled": true,
"is_check_enabled": false,
"is_eft_ca_credit_enabled": true,
"is_eft_ca_debit_enabled": true,
"is_eft_ca_enabled": true,
"is_external_card_credit_enabled": true,
"is_external_card_debit_enabled": true,
"is_external_card_enabled": false,
"is_fednow_credit_enabled": true,
"is_fednow_debit_enabled": true,
"is_fednow_enabled": true,
"is_p2p_enabled": false,
"is_sar_enabled": false,
"is_synctera_pay_credit_enabled": true,
"is_synctera_pay_debit_enabled": true,
"is_synctera_pay_enabled": false,
"is_wire_credit_enabled": true,
"is_wire_debit_enabled": true,
"is_wire_enabled": false,
"minimum_payment": {
"min_amount": 123,
"rate": 123
},
"overdraft_limit": 1,
"reward_product_ids": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"spend_control_ids": [
"7d943c51-e4ff-4e57-9558-08cab6b963c7"
],
"spending_limits": {
"day": {
"amount": 1,
"transactions": 1
},
"description": "<string>",
"lifetime": {
"amount": 1,
"transactions": 1
},
"month": {
"amount": 1,
"transactions": 1
},
"transaction": {
"amount": 1
},
"week": {
"amount": 1,
"transactions": 1
}
},
"vendor_info": {
"vendor_data": {
"loanpro": {
"cash_advance_bucket_id": 67890,
"loc_product_id": 67890,
"purchases_bucket_id": 12345,
"tenant_id": "1"
}
},
"vendor_type": "LOANPRO"
}
},
"description": "<string>",
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"tenant": "abcdef_ghijkl"
}Accounts
Update account template
Update account template
PUT
/
accounts
/
templates
/
{template_id}
Update account template
curl --request PUT \
--url https://api-sandbox.synctera.com/v0/accounts/templates/{template_id} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"is_enabled": true,
"name": "<string>",
"template": {
"bank_country": "US",
"currency": "USD",
"fee_product_ids": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"reward_product_ids": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"account_program_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"bank_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
},
"description": "<string>"
}
'import requests
url = "https://api-sandbox.synctera.com/v0/accounts/templates/{template_id}"
payload = {
"is_enabled": True,
"name": "<string>",
"template": {
"bank_country": "US",
"currency": "USD",
"fee_product_ids": ["3c90c3cc-0d44-4b50-8888-8dd25736052a"],
"reward_product_ids": ["3c90c3cc-0d44-4b50-8888-8dd25736052a"],
"account_program_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"bank_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
},
"description": "<string>"
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.put(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PUT',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
is_enabled: true,
name: '<string>',
template: {
bank_country: 'US',
currency: 'USD',
fee_product_ids: ['3c90c3cc-0d44-4b50-8888-8dd25736052a'],
reward_product_ids: ['3c90c3cc-0d44-4b50-8888-8dd25736052a'],
account_program_id: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
bank_account_id: '3c90c3cc-0d44-4b50-8888-8dd25736052a'
},
description: '<string>'
})
};
fetch('https://api-sandbox.synctera.com/v0/accounts/templates/{template_id}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api-sandbox.synctera.com/v0/accounts/templates/{template_id}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PUT",
CURLOPT_POSTFIELDS => json_encode([
'is_enabled' => true,
'name' => '<string>',
'template' => [
'bank_country' => 'US',
'currency' => 'USD',
'fee_product_ids' => [
'3c90c3cc-0d44-4b50-8888-8dd25736052a'
],
'reward_product_ids' => [
'3c90c3cc-0d44-4b50-8888-8dd25736052a'
],
'account_program_id' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'bank_account_id' => '3c90c3cc-0d44-4b50-8888-8dd25736052a'
],
'description' => '<string>'
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api-sandbox.synctera.com/v0/accounts/templates/{template_id}"
payload := strings.NewReader("{\n \"is_enabled\": true,\n \"name\": \"<string>\",\n \"template\": {\n \"bank_country\": \"US\",\n \"currency\": \"USD\",\n \"fee_product_ids\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"reward_product_ids\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"account_program_id\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"bank_account_id\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n },\n \"description\": \"<string>\"\n}")
req, _ := http.NewRequest("PUT", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.put("https://api-sandbox.synctera.com/v0/accounts/templates/{template_id}")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"is_enabled\": true,\n \"name\": \"<string>\",\n \"template\": {\n \"bank_country\": \"US\",\n \"currency\": \"USD\",\n \"fee_product_ids\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"reward_product_ids\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"account_program_id\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"bank_account_id\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n },\n \"description\": \"<string>\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api-sandbox.synctera.com/v0/accounts/templates/{template_id}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Put.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"is_enabled\": true,\n \"name\": \"<string>\",\n \"template\": {\n \"bank_country\": \"US\",\n \"currency\": \"USD\",\n \"fee_product_ids\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"reward_product_ids\": [\n \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n ],\n \"account_program_id\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"bank_account_id\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n },\n \"description\": \"<string>\"\n}"
response = http.request(request)
puts response.read_body{
"is_enabled": true,
"name": "<string>",
"template": {
"bank_country": "US",
"currency": "USD",
"account_program_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"application_workflow_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"auto_payment_period": 20,
"balance_ceiling": {
"balance": 1,
"linked_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"overflow_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
},
"balance_floor": {
"balance": 123,
"linked_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"overdraft_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
},
"bank_account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"billing_period": {
"start_date": "2022-01-01T00:00:00Z"
},
"fee_product_ids": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"grace_period": 2,
"interest_product_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"is_ach_credit_enabled": true,
"is_ach_debit_enabled": true,
"is_ach_enabled": false,
"is_card_credit_enabled": true,
"is_card_debit_enabled": true,
"is_card_enabled": false,
"is_cash_credit_enabled": true,
"is_cash_debit_enabled": true,
"is_cash_enabled": false,
"is_check_credit_enabled": true,
"is_check_debit_enabled": true,
"is_check_enabled": false,
"is_eft_ca_credit_enabled": true,
"is_eft_ca_debit_enabled": true,
"is_eft_ca_enabled": true,
"is_external_card_credit_enabled": true,
"is_external_card_debit_enabled": true,
"is_external_card_enabled": false,
"is_fednow_credit_enabled": true,
"is_fednow_debit_enabled": true,
"is_fednow_enabled": true,
"is_p2p_enabled": false,
"is_sar_enabled": false,
"is_synctera_pay_credit_enabled": true,
"is_synctera_pay_debit_enabled": true,
"is_synctera_pay_enabled": false,
"is_wire_credit_enabled": true,
"is_wire_debit_enabled": true,
"is_wire_enabled": false,
"minimum_payment": {
"min_amount": 123,
"rate": 123
},
"overdraft_limit": 1,
"reward_product_ids": [
"3c90c3cc-0d44-4b50-8888-8dd25736052a"
],
"spend_control_ids": [
"7d943c51-e4ff-4e57-9558-08cab6b963c7"
],
"spending_limits": {
"day": {
"amount": 1,
"transactions": 1
},
"description": "<string>",
"lifetime": {
"amount": 1,
"transactions": 1
},
"month": {
"amount": 1,
"transactions": 1
},
"transaction": {
"amount": 1
},
"week": {
"amount": 1,
"transactions": 1
}
},
"vendor_info": {
"vendor_data": {
"loanpro": {
"cash_advance_bucket_id": 67890,
"loc_product_id": 67890,
"purchases_bucket_id": 12345,
"tenant_id": "1"
}
},
"vendor_type": "LOANPRO"
}
},
"description": "<string>",
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"tenant": "abcdef_ghijkl"
}Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Path Parameters
Account Template ID
Example:
"a8943c51-e4ff-4e57-9558-08cab6b963c0"
Body
application/json
Account template to update
Whether this template can be used for account creation
Unique account template name
In production, general ledger account templates can only be created or updated by a Synctera administrator. General ledger account templates are in Alpha status, and cannot yet be created. We may make breaking changes.
- Option 1
- Option 2
- Option 3
- Option 4
- Option 5
- Option 6
- Option 7
- Option 8
Show child attributes
Show child attributes
The type of the application to require.
- CREDIT: Credit application
- LINE_OF_CREDIT: (Deprecated) Line of credit application (if provided, this will be converted to a CREDIT type in the response)
- RESTRICTED_ACCOUNT: restricted account application
Available options:
CREDIT, LINE_OF_CREDIT, RESTRICTED_ACCOUNT User provided account template description
Response
200 - application/json
Account template updated
Whether this template can be used for account creation
Unique account template name
Show child attributes
Show child attributes
The type of the application to require.
- CREDIT: Credit application
- LINE_OF_CREDIT: (Deprecated) Line of credit application (if provided, this will be converted to a CREDIT type in the response)
- RESTRICTED_ACCOUNT: restricted account application
Available options:
CREDIT, LINE_OF_CREDIT, RESTRICTED_ACCOUNT Account template description
Generated ID for the template
The id of the tenant containing the resource. This is relevant for Fintechs that have multiple workspaces.
Example:
"abcdef_ghijkl"
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