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POST
/
api
/
v1
/
imports
Create import
curl --request POST \
  --url https://app.sure.am/api/v1/imports \
  --header 'Content-Type: application/json' \
  --header 'X-Api-Key: <api-key>' \
  --data '
{
  "raw_file_content": "<string>",
  "type": "TransactionImport",
  "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "publish": "<string>",
  "date_col_label": "<string>",
  "amount_col_label": "<string>",
  "name_col_label": "<string>",
  "category_col_label": "<string>",
  "tags_col_label": "<string>",
  "notes_col_label": "<string>",
  "account_col_label": "<string>",
  "qty_col_label": "<string>",
  "ticker_col_label": "<string>",
  "price_col_label": "<string>",
  "entity_type_col_label": "<string>",
  "currency_col_label": "<string>",
  "exchange_operating_mic_col_label": "<string>",
  "date_format": "<string>",
  "number_format": "1,234.56",
  "signage_convention": "inflows_positive",
  "col_sep": ",",
  "amount_type_strategy": "<string>",
  "amount_type_inflow_value": "<string>"
}
'
{
  "data": {
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "type": "TransactionImport",
    "status": "pending",
    "created_at": "2023-11-07T05:31:56Z",
    "updated_at": "2023-11-07T05:31:56Z",
    "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "error": "<string>",
    "configuration": {
      "date_col_label": "<string>",
      "amount_col_label": "<string>",
      "name_col_label": "<string>",
      "category_col_label": "<string>",
      "tags_col_label": "<string>",
      "notes_col_label": "<string>",
      "account_col_label": "<string>",
      "qty_col_label": "<string>",
      "ticker_col_label": "<string>",
      "price_col_label": "<string>",
      "entity_type_col_label": "<string>",
      "currency_col_label": "<string>",
      "exchange_operating_mic_col_label": "<string>",
      "date_format": "<string>",
      "number_format": "<string>",
      "signage_convention": "<string>",
      "col_sep": "<string>",
      "amount_type_strategy": "<string>",
      "amount_type_inflow_value": "<string>"
    },
    "stats": {
      "rows_count": 1,
      "valid_rows_count": 1
    }
  }
}

Authorizations

​
X-Api-Key
string
header
required

API key for authentication. Generate one from your account settings.

Body

application/json
​
raw_file_content
string

The raw CSV content as a string

​
type
enum<string>

Import type (defaults to TransactionImport)

Available options:
TransactionImport,
TradeImport,
AccountImport,
MintImport,
CategoryImport,
RuleImport,
PdfImport,
QifImport,
SureImport
​
account_id
string<uuid>

Account ID to import into

​
publish
string

Set to "true" to automatically queue for processing if configuration is valid

​
date_col_label
string

Header name for the date column

​
amount_col_label
string

Header name for the amount column

​
name_col_label
string

Header name for the transaction name column

​
category_col_label
string

Header name for the category column

​
tags_col_label
string

Header name for the tags column

​
notes_col_label
string

Header name for the notes column

​
account_col_label
string

Header name for the account column

​
qty_col_label
string

Header name for the quantity column (trade imports)

​
ticker_col_label
string

Header name for the ticker column (trade imports)

​
price_col_label
string

Header name for the price column (trade imports)

​
entity_type_col_label
string

Header name for the entity type column (account imports)

​
currency_col_label
string

Header name for the currency column

​
exchange_operating_mic_col_label
string

Header name for the exchange MIC column (trade imports)

​
date_format
string

Date format pattern (e.g., "%m/%d/%Y")

​
number_format
enum<string>

Number format for parsing amounts

Available options:
1,234.56,
1.234,56,
1 234,56,
1,234
​
signage_convention
enum<string>

How to interpret positive/negative amounts

Available options:
inflows_positive,
inflows_negative
​
col_sep
enum<string>

Column separator

Available options:
,,
;
​
amount_type_strategy
string

Strategy for determining transaction direction

​
amount_type_inflow_value
string

Value that indicates an inflow when using column-based amount type strategy

Response

import created

​
data
object
required