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Sync Bank Transactions

Import transactions from your app into COUNT, categorize them, and optionally link them to bills or invoices.

Prerequisites

You need a chart of accounts account UUID (accountUuid) for each transaction. Retrieve accounts from the Chart of Accounts API or create them during workspace setup.

Step 1 — List existing transactions

Start with GET /partners/transactions to see what is already in the workspace. Use date filters and pagination to walk through historical data without duplicates.

Step 2 — Create transactions

For each new bank transaction, call POST /partners/transactions with amount, posted date, description, type, and account UUID.

{
  "accountUuid": "c8d9e0f1-a2b3-4567-cdef-789012345678",
  "amount": 150,
  "postedDate": "2026-03-01",
  "description": "Office supplies",
  "type": "Expense"
}

For high-volume imports, use POST /partners/transactions/bulk to create many transactions in one request.

Step 3 — Categorize transactions

Assign the correct category with PATCH /partners/transactions/{uuid}/change-category.

Step 4 — Link to bills or invoices

Match transactions to open bills or invoices using POST /partners/transactions/{uuid}/assign-to-bills-invoices.

Step 5 — Subscribe to changes (optional)

Instead of polling, subscribe to transaction.created and transaction.updated webhook events. See Webhooks and the verify webhooks guide.