API and Chart of Accounts

1

Is it possible to create accounts, groups and sub-accounts in chart of accounts using the API ?

2

It should be possible,
The following image shows how we can create Profit and Loss account via api2.

image
image1454×821 93.3 KB

1 Like
3

Thanks I will give it a go.

4

I tried below code and got an error:

import requests
import json
url = "https://xxxx.manager.io/api2/balance-sheet-account-form"
headers = {
    "accept": "application/json",
     "X-API-KEY": "ChVaYW13ZXIgR3JvdXA......."
}
response = requests.get(url, headers=headers)
payload = {     "Name": "NewAccount",
                "Code": "1555",
                "Group": "3de9d313-29a3-4451-89b4-43db9badf38c", }

response = requests.post(url, json=payload, headers=headers)
print(response.text)

This is the error I got:

  "error": "System.FormatException: Unrecognized Guid format.\n
   at System.Guid.GuidResult.SetFailure(ParseFailure failureKind)\n
   at System.Guid.TryParseGuid(ReadOnlySpan`1 guidString, GuidResult& result)\n
   at System.Guid..ctor(String g)\n
   at ManagerServer.HttpHandlers.Api2.Api2.ProcessRequest() in 
/home/runner/work/Manager/Manager/ManagerServer/HttpHandlers/Api2/Api2.cs:line 334"

Also how does it know if I’m creating a Grouping or an Account ?

5

I don’t understand your question, but this code work well

import requests
import json

# API URL and headers
base_url = "https://xxxxxxxxxxxxxxxxx.manager.io/api2"
headers = {
    "accept": "*/*",
    "X-API-KEY": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx",
    "Content-Type": "application/json"
}

# Balance Sheet Groups data
balance_sheet_groups = [
    {
        "Group": "9275ff4c-4cff-41d0-b7b5-f31c783f03d8",
        "Name": "Group On Equity",
        "Key": "a6c00b3f-9964-4a48-a465-1c867093a18b"
    },
    {
        "Group": "ed5a19f6-12c5-45cc-b4b7-4e79f7ef50bc",
        "Name": "Group On Liability",
        "Key": "3a595080-c98d-4484-a881-843f44727c25"
    },
    {
        "Group": "4c05c221-ca57-4c7c-be62-115669302ed4",
        "Name": "Group On Asset",
        "Key": "e5f3775d-40f6-4f45-a182-94140c3219c1"
    }
]

# Balance Sheet Accounts data
balance_sheet_accounts = [
    {
        "Group": "e5f3775d-40f6-4f45-a182-94140c3219c1",
        "Name": "Account in Group on Asset"
    },
    {
        "Group": "3a595080-c98d-4484-a881-843f44727c25",
        "Name": "Account in Group On Liability"
    },
    {
        "Group": "a6c00b3f-9964-4a48-a465-1c867093a18b",
        "Name": "Account in Group On Equity"
    }
]

# Function to create balance sheet groups
def create_balance_sheet_group(group_data):
    url = f"{base_url}/balance-sheet-group-form"
    response = requests.post(url, json=group_data, headers=headers)
    return response.json()

# Function to create balance sheet accounts
def create_balance_sheet_account(account_data):
    url = f"{base_url}/balance-sheet-account-form"
    response = requests.post(url, json=account_data, headers=headers)
    return response.json()

# Create Balance Sheet Groups
for group in balance_sheet_groups:
    result = create_balance_sheet_group(group)
    print("Group Creation Response:", result)

# Create Balance Sheet Accounts
for account in balance_sheet_accounts:
    result = create_balance_sheet_account(account)
    print("Account Creation Response:", result)

image
image805×611 8.46 KB