@codat/sync-for-expenses

Sync for Expenses

Embedded accounting integrations for corporate card providers.

SDK Installation

NPM

npm add @codat/sync-for-expenses

Yarn

yarn add @codat/sync-for-expenses

Example Usage

SDK Example Usage

Example

import { CodatSyncExpenses } from "@codat/sync-for-expenses";

async function run() {
    const sdk = new CodatSyncExpenses({
        security: {
            authHeader: "Basic BASE_64_ENCODED(API_KEY)",
        },
    });

    const res = await sdk.companies.create({
        description: "Requested early access to the new financing scheme.",
        groups: [
            {
                id: "60d2fa12-8a04-11ee-b9d1-0242ac120002",
            },
        ],
        name: "Bank of Dave",
    });

    if (res.statusCode == 200) {
        // handle response
    }
}

run();

Available Resources and Operations

companies

• create - Create company
• delete - Delete a company
• get - Get company
• list - List companies
• update - Update company

connections

• create - Create connection
• createPartnerExpenseConnection - Create partner expense connection
• delete - Delete connection
• get - Get connection
• list - List connections
• unlink - Unlink connection

accounts

• create - Create account
• getCreateModel - Get create account model

customers

• create - Create customer
• get - Get customer
• list - List customers
• update - Update customer

suppliers

• create - Create supplier
• get - Get supplier
• list - List suppliers
• update - Update supplier

manageData

• get - Get data status
• getPullOperation - Get pull operation
• listPullOperations - List pull operations
• refreshAllDataTypes - Refresh all data
• refreshDataType - Refresh data type

pushOperations

• get - Get push operation
• list - List push operations

configuration

• get - Get company configuration
• getMappingOptions - Mapping options
• set - Set company configuration

expenses

• create - Create expense transaction
• update - Update expense-transactions
• uploadAttachment - Upload attachment

sync

• get - Get sync status
• getLastSuccessfulSync - Last successful sync
• getLatestSync - Latest sync status
• initiateSync - Initiate sync
• list - List sync statuses

transactionStatus

• get - Get sync transaction
• list - List sync transactions

Retries

Some of the endpoints in this SDK support retries. If you use the SDK without any configuration, it will fall back to the default retry strategy provided by the API. However, the default retry strategy can be overridden on a per-operation basis, or across the entire SDK.

To change the default retry strategy for a single API call, simply provide a retryConfig object to the call:

import { CodatSyncExpenses } from "@codat/sync-for-expenses";

async function run() {
    const sdk = new CodatSyncExpenses({
        security: {
            authHeader: "Basic BASE_64_ENCODED(API_KEY)",
        },
    });

    const res = await sdk.companies.create(
        {
            description: "Requested early access to the new financing scheme.",
            groups: [
                {
                    id: "60d2fa12-8a04-11ee-b9d1-0242ac120002",
                },
            ],
            name: "Bank of Dave",
        },
        {
            strategy: "backoff",
            backoff: {
                initialInterval: 1,
                maxInterval: 50,
                exponent: 1.1,
                maxElapsedTime: 100,
            },
            retryConnectionErrors: false,
        }
    );

    if (res.statusCode == 200) {
        // handle response
    }
}

run();

If you'd like to override the default retry strategy for all operations that support retries, you can provide a retryConfig at SDK initialization:

import { CodatSyncExpenses } from "@codat/sync-for-expenses";

async function run() {
    const sdk = new CodatSyncExpenses({
        retry_config: {
            strategy: "backoff",
            backoff: {
                initialInterval: 1,
                maxInterval: 50,
                exponent: 1.1,
                maxElapsedTime: 100,
            },
            retryConnectionErrors: false,
        },
        security: {
            authHeader: "Basic BASE_64_ENCODED(API_KEY)",
        },
    });

    const res = await sdk.companies.create({
        description: "Requested early access to the new financing scheme.",
        groups: [
            {
                id: "60d2fa12-8a04-11ee-b9d1-0242ac120002",
            },
        ],
        name: "Bank of Dave",
    });

    if (res.statusCode == 200) {
        // handle response
    }
}

run();

Error Handling

Handling errors in this SDK should largely match your expectations. All operations return a response object or throw an error. If Error objects are specified in your OpenAPI Spec, the SDK will throw the appropriate Error type.

Error Object	Status Code	Content Type
errors.SDKError	4xx-5xx	/

Example

import { CodatSyncExpenses } from "@codat/sync-for-expenses";

async function run() {
    const sdk = new CodatSyncExpenses({
        security: {
            authHeader: "Basic BASE_64_ENCODED(API_KEY)",
        },
    });

    let res;
    try {
        res = await sdk.companies.create({
            description: "Requested early access to the new financing scheme.",
            groups: [
                {
                    id: "60d2fa12-8a04-11ee-b9d1-0242ac120002",
                },
            ],
            name: "Bank of Dave",
        });
    } catch (err) {
        if (err instanceof errors.SDKError) {
            console.error(err); // handle exception
            throw err;
        }
    }

    if (res.statusCode == 200) {
        // handle response
    }
}

run();

Server Selection

Select Server by Index

You can override the default server globally by passing a server index to the serverIdx: number optional parameter when initializing the SDK client instance. The selected server will then be used as the default on the operations that use it. This table lists the indexes associated with the available servers:

#	Server	Variables
0	https://api.codat.io	None

Example

import { CodatSyncExpenses } from "@codat/sync-for-expenses";

async function run() {
    const sdk = new CodatSyncExpenses({
        serverIdx: 0,
        security: {
            authHeader: "Basic BASE_64_ENCODED(API_KEY)",
        },
    });

    const res = await sdk.companies.create({
        description: "Requested early access to the new financing scheme.",
        groups: [
            {
                id: "60d2fa12-8a04-11ee-b9d1-0242ac120002",
            },
        ],
        name: "Bank of Dave",
    });

    if (res.statusCode == 200) {
        // handle response
    }
}

run();

Override Server URL Per-Client

The default server can also be overridden globally by passing a URL to the serverURL: str optional parameter when initializing the SDK client instance. For example:

import { CodatSyncExpenses } from "@codat/sync-for-expenses";

async function run() {
    const sdk = new CodatSyncExpenses({
        serverURL: "https://api.codat.io",
        security: {
            authHeader: "Basic BASE_64_ENCODED(API_KEY)",
        },
    });

    const res = await sdk.companies.create({
        description: "Requested early access to the new financing scheme.",
        groups: [
            {
                id: "60d2fa12-8a04-11ee-b9d1-0242ac120002",
            },
        ],
        name: "Bank of Dave",
    });

    if (res.statusCode == 200) {
        // handle response
    }
}

run();

Custom HTTP Client

The Typescript SDK makes API calls using the axios HTTP library. In order to provide a convenient way to configure timeouts, cookies, proxies, custom headers, and other low-level configuration, you can initialize the SDK client with a custom AxiosInstance object.

For example, you could specify a header for every request that your sdk makes as follows:

import { @codat/sync-for-expenses } from "CodatSyncExpenses";
import axios from "axios";

const httpClient = axios.create({
    headers: {'x-custom-header': 'someValue'}
})

const sdk = new CodatSyncExpenses({defaultClient: httpClient});

Authentication

Per-Client Security Schemes

This SDK supports the following security scheme globally:

Name	Type	Scheme
authHeader	apiKey	API key

You can set the security parameters through the security optional parameter when initializing the SDK client instance. For example:

import { CodatSyncExpenses } from "@codat/sync-for-expenses";

async function run() {
    const sdk = new CodatSyncExpenses({
        security: {
            authHeader: "Basic BASE_64_ENCODED(API_KEY)",
        },
    });

    const res = await sdk.companies.create({
        description: "Requested early access to the new financing scheme.",
        groups: [
            {
                id: "60d2fa12-8a04-11ee-b9d1-0242ac120002",
            },
        ],
        name: "Bank of Dave",
    });

    if (res.statusCode == 200) {
        // handle response
    }
}

run();

Support

If you encounter any challenges while utilizing our SDKs, please don't hesitate to reach out for assistance. You can raise any issues by contacting your dedicated Codat representative or reaching out to our support team. We're here to help ensure a smooth experience for you.

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