Retrieve individual Exact Online transactions through the Silverfin API

API
1

We have a synchronisation in place between Exact Online and Silverfin. This allows us to see all individual transactions from Exact Online in Silverfin. We would now also like to access this data through the Silverfin API. It’s unclear to us if this is possible and what API endpoint we should use.

I think the closest to what we are looking for is the open transactions endpoint (GET https://live.getsilverfin.com/api/v4/f/{firm_id}/companies/{company_id}/open_transactions). From the description I believe this endpoints only returns unsettled transactions? Is there an endpoint available that could return all transactions, settled and unsettled?

Thanks in advance.

2

Hi @Jens_Mostaert

There are a couple endpoints that could help you obtain that data, it does require an additional scope however in your current API client called financials:transactions:read.

The endpoint itself are the following:

GET https://{{base_url}}/api/v4/f/:root_firm_id/companies/:company_id/transactions?page=1&per_page=1000&to_date=01/08/2025&from_date=01/01/2025

In this GET request, you can obtain all the transactions for a given company and even add optional params from_date & to_date to filter it down to a specific time span.

Another endpoint available with the transaction scope, allows you to fetch that same list but filtered down to a given account identifier:

GET https://{{base_url}}/api/v4/f/:root_firm_id/companies/:company_id/accounts/:accounts_id/transactions?page=1&per_page=2000

This will provide you a full list of all transactions ever booked on that account.

If you currently don’t have that scope available in your API client, you might have to create a ticket with our support to have them add it. (support@silverfin.com)