Sync for Payables

Streamline your customers' accounts payable workflow.

SDK Installation

The SDK can be installed with either npm, pnpm, bun or yarn package managers.

NPM

npm add @codat/sync-for-payables

PNPM

pnpm add @codat/sync-for-payables

Bun

bun add @codat/sync-for-payables

Yarn

yarn add @codat/sync-for-payables zod

# Note that Yarn does not install peer dependencies automatically. You will need
# to install zod as shown above.

Example Usage

SDK Example Usage

Example

import { CodatSyncPayables } from "@codat/sync-for-payables";

const codatSyncPayables = new CodatSyncPayables({
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatSyncPayables.companies.list({
    page: 1,
    pageSize: 100,
    query: "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
    orderBy: "-modifiedDate",
  });

  // Handle the result
  console.log(result);
}

run();

Available Resources and Operations

bankAccounts

• create - Create bank account

billPayments

• getPaymentOptions - Get payment mapping options
• create - Create bill payment

bills

• getBillOptions - Get bill mapping options
• list - List bills
• create - Create bill
• uploadAttachment - Upload bill attachment
• listAttachments - List bill attachments
• downloadAttachment - Download bill attachment

companies

• list - List companies
• create - Create company
• update - Update company
• delete - Delete a company
• get - Get company

companyInformation

• get - Get company information

connections

• list - List connections
• create - Create connection
• get - Get connection
• delete - Delete connection
• unlink - Unlink connection

suppliers

• list - List suppliers
• create - Create supplier

Summary

Bill pay kit: The API reference for the Bill Pay kit.

The bill pay kit is an API and a set of supporting tools designed to integrate a bill pay flow into your app as quickly as possible. It's ideal for facilitating essential bill payment processes within your SMB's accounting software.

Explore product | See OpenAPI spec

Supported Integrations

| Integration | Supported | |-------------------------------|-----------| | FreeAgent | Yes | | QuickBooks Online | Yes | | Oracle NetSuite | Yes | | Xero | Yes |

Endpoints

| Endpoints | Description | | :- |:- | | Companies | Create and manage your SMB users' companies. | | Connections | Create new and manage existing data connections for a company. | | Company information | View company profile from the source platform. | | Bills | Get, create, and update Bills. | | Bill payments | Get, create, and update Bill payments. | | Suppliers | Get, create, and update Suppliers. | | Bank accounts | Create a bank account for a given company's connection. |

Table of Contents

• SDK Installation
• Requirements
• SDK Example Usage
• Available Resources and Operations
• Standalone functions
• File uploads
• Retries
• Error Handling
• Server Selection
• Custom HTTP Client
• Authentication
• Debugging

Requirements

For supported JavaScript runtimes, please consult RUNTIMES.md.

Standalone functions

All the methods listed above are available as standalone functions. These functions are ideal for use in applications running in the browser, serverless runtimes or other environments where application bundle size is a primary concern. When using a bundler to build your application, all unused functionality will be either excluded from the final bundle or tree-shaken away.

To read more about standalone functions, check FUNCTIONS.md.

• bankAccountsCreate - Create bank account
• billPaymentsCreate - Create bill payment
• billPaymentsGetPaymentOptions - Get payment mapping options
• billsCreate - Create bill
• billsDownloadAttachment - Download bill attachment
• billsGetBillOptions - Get bill mapping options
• billsList - List bills
• billsListAttachments - List bill attachments
• billsUploadAttachment - Upload bill attachment
• companiesCreate - Create company
• companiesDelete - Delete a company
• companiesGet - Get company
• companiesList - List companies
• companiesUpdate - Update company
• companyInformationGet - Get company information
• connectionsCreate - Create connection
• connectionsDelete - Delete connection
• connectionsGet - Get connection
• connectionsList - List connections
• connectionsUnlink - Unlink connection
• suppliersCreate - Create supplier
• suppliersList - List suppliers

File uploads

Certain SDK methods accept files as part of a multi-part request. It is possible and typically recommended to upload files as a stream rather than reading the entire contents into memory. This avoids excessive memory consumption and potentially crashing with out-of-memory errors when working with very large files. The following example demonstrates how to attach a file stream to a request.

[!TIP]

Depending on your JavaScript runtime, there are convenient utilities that return a handle to a file without reading the entire contents into memory:

• Node.js v20+: Since v20, Node.js comes with a native openAsBlob function in node:fs.
• Bun: The native Bun.file function produces a file handle that can be used for streaming file uploads.
• Browsers: All supported browsers return an instance to a File when reading the value from an <input type="file"> element.
• Node.js v18: A file stream can be created using the fileFrom helper from fetch-blob/from.js.

import { CodatSyncPayables } from "@codat/sync-for-payables";

const codatSyncPayables = new CodatSyncPayables({
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatSyncPayables.bills.uploadAttachment({
    companyId: "8a210b68-6988-11ed-a1eb-0242ac120002",
    connectionId: "2e9d2c44-f675-40ba-8049-353bfcb5e171",
    billId: "EILBDVJVNUAGVKRQ",
  });

  // Handle the result
  console.log(result);
}

run();

Retries

Some of the endpoints in this SDK support retries. If you use the SDK without any configuration, it will fall back to the default retry strategy provided by the API. However, the default retry strategy can be overridden on a per-operation basis, or across the entire SDK.

To change the default retry strategy for a single API call, simply provide a retryConfig object to the call:

import { CodatSyncPayables } from "@codat/sync-for-payables";

const codatSyncPayables = new CodatSyncPayables({
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatSyncPayables.companies.list({
    page: 1,
    pageSize: 100,
    query: "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
    orderBy: "-modifiedDate",
  }, {
    retries: {
      strategy: "backoff",
      backoff: {
        initialInterval: 1,
        maxInterval: 50,
        exponent: 1.1,
        maxElapsedTime: 100,
      },
      retryConnectionErrors: false,
    },
  });

  // Handle the result
  console.log(result);
}

run();

If you'd like to override the default retry strategy for all operations that support retries, you can provide a retryConfig at SDK initialization:

import { CodatSyncPayables } from "@codat/sync-for-payables";

const codatSyncPayables = new CodatSyncPayables({
  retryConfig: {
    strategy: "backoff",
    backoff: {
      initialInterval: 1,
      maxInterval: 50,
      exponent: 1.1,
      maxElapsedTime: 100,
    },
    retryConnectionErrors: false,
  },
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatSyncPayables.companies.list({
    page: 1,
    pageSize: 100,
    query: "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
    orderBy: "-modifiedDate",
  });

  // Handle the result
  console.log(result);
}

run();

Error Handling

All SDK methods return a response object or throw an error. By default, an API error will throw a errors.SDKError.

If a HTTP request fails, an operation my also throw an error from the sdk/models/errors/httpclienterrors.ts module:

| HTTP Client Error | Description | | ---------------------------------------------------- | ---------------------------------------------------- | | RequestAbortedError | HTTP request was aborted by the client | | RequestTimeoutError | HTTP request timed out due to an AbortSignal signal | | ConnectionError | HTTP client was unable to make a request to a server | | InvalidRequestError | Any input used to create a request is invalid | | UnexpectedClientError | Unrecognised or unexpected error |

In addition, when custom error responses are specified for an operation, the SDK may throw their associated Error type. You can refer to respective Errors tables in SDK docs for more details on possible error types for each operation. For example, the list method may throw the following errors:

| Error Type | Status Code | Content Type | | -------------------------------------- | -------------------------------------- | -------------------------------------- | | errors.ErrorMessage | 400, 401, 402, 403, 404, 429, 500, 503 | application/json | | errors.SDKError | 4XX, 5XX | */* |

import { CodatSyncPayables } from "@codat/sync-for-payables";
import {
  ErrorMessage,
  SDKValidationError,
} from "@codat/sync-for-payables/sdk/models/errors";

const codatSyncPayables = new CodatSyncPayables({
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  let result;
  try {
    result = await codatSyncPayables.companies.list({
      page: 1,
      pageSize: 100,
      query: "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
      orderBy: "-modifiedDate",
    });

    // Handle the result
    console.log(result);
  } catch (err) {
    switch (true) {
      case (err instanceof SDKValidationError): {
        // Validation errors can be pretty-printed
        console.error(err.pretty());
        // Raw value may also be inspected
        console.error(err.rawValue);
        return;
      }
      case (err instanceof ErrorMessage): {
        // Handle err.data$: ErrorMessageData
        console.error(err);
        return;
      }
      default: {
        throw err;
      }
    }
  }
}

run();

Validation errors can also occur when either method arguments or data returned from the server do not match the expected format. The SDKValidationError that is thrown as a result will capture the raw value that failed validation in an attribute called rawValue. Additionally, a pretty() method is available on this error that can be used to log a nicely formatted string since validation errors can list many issues and the plain error string may be difficult read when debugging.

Server Selection

Select Server by Index

You can override the default server globally by passing a server index to the serverIdx optional parameter when initializing the SDK client instance. The selected server will then be used as the default on the operations that use it. This table lists the indexes associated with the available servers:

| # | Server | Variables | | - | ------ | --------- | | 0 | https://api.codat.io | None |

import { CodatSyncPayables } from "@codat/sync-for-payables";

const codatSyncPayables = new CodatSyncPayables({
  serverIdx: 0,
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatSyncPayables.companies.list({
    page: 1,
    pageSize: 100,
    query: "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
    orderBy: "-modifiedDate",
  });

  // Handle the result
  console.log(result);
}

run();

Override Server URL Per-Client

The default server can also be overridden globally by passing a URL to the serverURL optional parameter when initializing the SDK client instance. For example:

import { CodatSyncPayables } from "@codat/sync-for-payables";

const codatSyncPayables = new CodatSyncPayables({
  serverURL: "https://api.codat.io",
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatSyncPayables.companies.list({
    page: 1,
    pageSize: 100,
    query: "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
    orderBy: "-modifiedDate",
  });

  // Handle the result
  console.log(result);
}

run();

Custom HTTP Client

The TypeScript SDK makes API calls using an HTTPClient that wraps the native Fetch API. This client is a thin wrapper around fetch and provides the ability to attach hooks around the request lifecycle that can be used to modify the request or handle errors and response.

The HTTPClient constructor takes an optional fetcher argument that can be used to integrate a third-party HTTP client or when writing tests to mock out the HTTP client and feed in fixtures.

The following example shows how to use the "beforeRequest" hook to to add a custom header and a timeout to requests and how to use the "requestError" hook to log errors:

import { CodatSyncPayables } from "@codat/sync-for-payables";
import { HTTPClient } from "@codat/sync-for-payables/lib/http";

const httpClient = new HTTPClient({
  // fetcher takes a function that has the same signature as native `fetch`.
  fetcher: (request) => {
    return fetch(request);
  }
});

httpClient.addHook("beforeRequest", (request) => {
  const nextRequest = new Request(request, {
    signal: request.signal || AbortSignal.timeout(5000)
  });

  nextRequest.headers.set("x-custom-header", "custom value");

  return nextRequest;
});

httpClient.addHook("requestError", (error, request) => {
  console.group("Request Error");
  console.log("Reason:", `${error}`);
  console.log("Endpoint:", `${request.method} ${request.url}`);
  console.groupEnd();
});

const sdk = new CodatSyncPayables({ httpClient });

Authentication

Per-Client Security Schemes

This SDK supports the following security scheme globally:

| Name | Type | Scheme | | ------------ | ------------ | ------------ | | authHeader | apiKey | API key |

To authenticate with the API the authHeader parameter must be set when initializing the SDK client instance. For example:

import { CodatSyncPayables } from "@codat/sync-for-payables";

const codatSyncPayables = new CodatSyncPayables({
  authHeader: "Basic BASE_64_ENCODED(API_KEY)",
});

async function run() {
  const result = await codatSyncPayables.companies.list({
    page: 1,
    pageSize: 100,
    query: "id=e3334455-1aed-4e71-ab43-6bccf12092ee",
    orderBy: "-modifiedDate",
  });

  // Handle the result
  console.log(result);
}

run();

Debugging

You can setup your SDK to emit debug logs for SDK requests and responses.

You can pass a logger that matches console's interface as an SDK option.

[!WARNING] Beware that debug logging will reveal secrets, like API tokens in headers, in log messages printed to a console or files. It's recommended to use this feature only during local development and not in production.

import { CodatSyncPayables } from "@codat/sync-for-payables";

const sdk = new CodatSyncPayables({ debugLogger: console });

Support

If you encounter any challenges while utilizing our SDKs, please don't hesitate to reach out for assistance. You can raise any issues by contacting your dedicated Codat representative or reaching out to our support team. We're here to help ensure a smooth experience for you.

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