SaaSFlow
DevelopersAPIReferencetransactions

Create counter transaction

Book the missing other half of a transfer. When money left one account and the matching arrival was never imported, for example on a cash or wallet account nobody feeds, this creates the opposing transaction on `targetAccountId` and links the two. Use `link_transfer` instead when both sides already exist. Returns 409 if the source is already linked or was changed concurrently.

Authentication

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POST
/companies/{companyId}/transactions/create_counter_transaction

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

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

application/json

application/json

curl -X POST "https://example.com/companies/string/transactions/create_counter_transaction" \  -H "Content-Type: application/json" \  -d '{    "sourceTransactionId": "string",    "sourceCategorizationId": "string",    "targetAccountId": "string"  }'
{  "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",  "companyId": "8bb73d03-06b4-47c7-80c7-59301f770eda",  "accountId": "3d07c219-0a88-45be-9cfc-91e9d095a1e9",  "date": "string",  "fromTo": "string",  "description": "string",  "amountValue": "string",  "amountCurrency": "EUR",  "categorizationsAutoAssigned": true,  "excludeFromAutoCategorization": true,  "notes": "string",  "source": "string",  "assignedUserId": "string",  "finApiTransactionId": "string",  "plaidTransactionId": "string",  "stripeBalanceTransactionId": "string",  "stripeInvoiceId": "string",  "stripeCreditNoteId": "string",  "stripePaymentIntentId": "string",  "stripeBillingEmail": "string",  "hubspotPortalId": "string",  "hubspotInvoiceId": "string",  "hubspotCategorizationResolved": true,  "finwayExpenseNumber": "string",  "finwayInvoiceNumber": "string",  "pleoExpenseId": "string",  "createdVendorId": "91002d41-22cb-48a3-bc93-148a8439ef7f",  "integrationId": "497a18ca-284e-40c0-985d-f72be35d468e",  "pending": true,  "createdTime": "2019-08-24T14:15:22Z",  "createdUserId": "string",  "lastUpdatedTime": "2019-08-24T14:15:22Z",  "lastUpdatedUserId": "string",  "categorizations": {    "property1": {      "counterparty": {        "type": "customer",        "id": "string"      },      "categoryId": "string",      "usingDateRule": {        "type": "transactionDate"      },      "computedStartDate": "2019-08-24",      "computedEndDate": "2019-08-24",      "plSplit": {        "revenue": 0,        "cogs": 0,        "cac": 0,        "pd": 0,        "ga": 0,        "no": 0,        "neutral": 0      },      "passThroughTax": 0,      "transferCounterPosition": {        "transactionId": "string",        "categorizationId": "string"      },      "internalTransitLink": {        "transactionId": "string",        "categorizationId": "string"      },      "sourceNote": "string",      "externalInvoiceUrn": "string"    },    "property2": {      "counterparty": {        "type": "customer",        "id": "string"      },      "categoryId": "string",      "usingDateRule": {        "type": "transactionDate"      },      "computedStartDate": "2019-08-24",      "computedEndDate": "2019-08-24",      "plSplit": {        "revenue": 0,        "cogs": 0,        "cac": 0,        "pd": 0,        "ga": 0,        "no": 0,        "neutral": 0      },      "passThroughTax": 0,      "transferCounterPosition": {        "transactionId": "string",        "categorizationId": "string"      },      "internalTransitLink": {        "transactionId": "string",        "categorizationId": "string"      },      "sourceNote": "string",      "externalInvoiceUrn": "string"    }  }}

Unlink transfer

Break a transfer link. How much comes apart depends on `link`: `path` dissolves the whole transfer and removes the transit bookings SaaSFlow created, `counter` (the default) detaches only this transaction from its transit booking, and `transit` reopens a closed path by unlinking the two transit positions. For a directly linked transfer with no transit hop, `link` is ignored. A 409 means someone else changed the link first, so reload and retry rather than forcing it.

Link transfer

Link two existing transactions as the two legs of one transfer, so the movement stops counting as income on one side and spend on the other. Pass the source transaction with the categorization that represents the transfer, plus the target transaction. Legs that cannot be matched directly, across currencies or dates, are routed through a transit account, which is why the resulting chain can have more than two nodes. Returns 409 if either side is already linked or changed concurrently, and 422 when the two cannot form a transfer at all.