API Import

Use Asset’s Create Transactions endpoint to quickly add one or more new Transactions for a Business. This is especially useful when you need to capture Transactions that aren’t automatically retrieved via Plaid, ensuring a complete record of money flowing in and out of accounts on a daily basis.

How to Import Transactions

Call the Create Transactions Endpoint: Make a POST request to the Create Transactions endpoint, including an array of Transaction objects and the Business ID. Each Transaction object should have:

• Description
• Transaction datetime (UTC ISO-8601)
• Amount
• transaction_id
• linked_account_id
• Metadata (optional)

Automatic Journal Entries and Categorization
After submission, Asset automatically:

1. Converts each Transaction into a Journal Entry.
2. Passes the Journal Entry through our Categorization Pipeline.