SaaSFlow
DevelopersAPIReferenceaccounts

Switch to manual

Detach an account from the integration feeding it and make it manually managed. Existing transactions stay; new ones stop arriving automatically and the account becomes editable by hand. Use this when a bank connection is being retired but its history should survive. Reconnecting later means setting the integration up again.

Authentication

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PUT
/companies/{companyId}/accounts/{accountId}/switch_to_manual

Authorization

Authorization<token>

A SaaSFlow API key (format sf_…) or an OAuth bearer token. Paste only the key — the proxy adds the Bearer prefix. Create an API key in Settings → Company settings → API keys — see API keys.

In: header

Path Parameters

companyId*string
Length1 <= length
accountId*string
Length1 <= length

Response Body

application/json

application/json

curl -X PUT "https://example.com/companies/string/accounts/string/switch_to_manual"
{  "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",  "companyId": "8bb73d03-06b4-47c7-80c7-59301f770eda",  "type": "bank",  "name": "string",  "accountNumber": "string",  "includeInCashBalance": true,  "accountGroupId": "f194f9ff-275e-46c2-af22-f5c47e7a5be2",  "archived": true,  "expectedAnnualReturn": -8388608,  "order": -8388608,  "defaultCurrency": "EUR",  "defaultCategoryId": "string",  "importType": "manual",  "transitCurrency": "EUR",  "importSettings": {    "csv": null  },  "bankConnection": {    "type": "finApi",    "countryCode": "string",    "status": "active",    "integrationId": "string",    "expireTime": "2019-08-24T14:15:22Z",    "lastSyncTime": "2019-08-24T14:15:22Z",    "balanceMismatchReportedBalances": [      0    ],    "balanceMismatchCalculatedBalance": 0,    "balanceMismatchSince": "2019-08-24T14:15:22Z",    "finApiAccount": {      "id": 0,      "iban": "string",      "institution": {        "id": 0,        "name": "string",        "bic": "string",        "logoStored": true      },      "createdUserId": "string"    }  },  "createdTime": "2019-08-24T14:15:22Z",  "createdUserId": "string",  "lastUpdatedTime": "2019-08-24T14:15:22Z",  "lastUpdatedUserId": "string"}

Change group

Move one account into a different account group, or send `accountGroupId: null` to take it out of every group. Grouping is presentational and does not affect balances. Use `/accounts/reorder` when you also need to set the position inside the target group. Fails with 404 if the account or the group does not exist.

Remove history

Permanently delete this one account's transactions before `beforeDate` and replace them with a single balance transaction, so the running balance stays correct while the detail goes away. Useful for trimming a long import back to the period the books actually start from. For the company-wide version that also sets the data start date, use `POST /accounts/remove_history`.