Sync for Expenses

Embedded accounting integrations for corporate card providers.

SDK Installation

pip install codat-sync-for-expenses

Example Usage

SDK Example Usage

Example

import codatsyncexpenses
from codatsyncexpenses.models import shared

s = codatsyncexpenses.CodatSyncExpenses(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

req = shared.CompanyRequestBody(
    name='Bank of Dave',
    description='Requested early access to the new financing scheme.',
)

res = s.companies.create(req)

if res.company is not None:
    # handle response
    pass

Available Resources and Operations

companies

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

connections

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

accounts

• create - Create account
• get_create_model - Get create account model

customers

• create - Create customer
• get - Get customer
• list - List customers
• update - Update customer

suppliers

• create - Create supplier
• get - Get supplier
• list - List suppliers
• update - Update supplier

manage_data

• get - Get data status
• get_pull_operation - Get pull operation
• list_pull_operations - List pull operations
• refresh_all_data_types - Refresh all data
• refresh_data_type - Refresh data type

push_operations

• get - Get push operation
• list - List push operations

configuration

• get - Get company configuration
• get_mapping_options - Mapping options
• set - Set company configuration

expenses

• create - Create expense transaction
• update - Update expense transactions

reimbursements

• create - Create reimbursable expense transaction
• update - Update reimbursable expense transaction

sync

• get - Get sync status
• get_last_successful_sync - Last successful sync
• get_latest_sync - Latest sync status
• initiate_sync - Initiate sync
• list - List sync statuses

transaction_status

• get - Get sync transaction
• list - List sync transactions

attachments

• upload - Upload attachment

transfers

• create - Create transfer transaction

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 codatsyncexpenses
from codatsyncexpenses.models import shared
from codatsyncexpenses.utils import BackoffStrategy, RetryConfig

s = codatsyncexpenses.CodatSyncExpenses(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

req = shared.CompanyRequestBody(
    name='Bank of Dave',
    description='Requested early access to the new financing scheme.',
)

res = s.companies.create(req,
    RetryConfig('backoff', BackoffStrategy(1, 50, 1.1, 100), False))

if res.company is not None:
    # handle response
    pass

If you'd like to override the default retry strategy for all operations that support retries, you can use the retry_config optional parameter when initializing the SDK:

import codatsyncexpenses
from codatsyncexpenses.models import shared
from codatsyncexpenses.utils import BackoffStrategy, RetryConfig

s = codatsyncexpenses.CodatSyncExpenses(
    retry_config=RetryConfig('backoff', BackoffStrategy(1, 50, 1.1, 100), False)
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

req = shared.CompanyRequestBody(
    name='Bank of Dave',
    description='Requested early access to the new financing scheme.',
)

res = s.companies.create(req)

if res.company is not None:
    # handle response
    pass

Error Handling

Handling errors in this SDK should largely match your expectations. All operations return a response object or raise an error. If Error objects are specified in your OpenAPI Spec, the SDK will raise the appropriate Error type.

Example

import codatsyncexpenses
from codatsyncexpenses.models import errors, shared

s = codatsyncexpenses.CodatSyncExpenses(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

req = shared.CompanyRequestBody(
    name='Bank of Dave',
    description='Requested early access to the new financing scheme.',
)

res = None
try:
    res = s.companies.create(req)
except errors.ErrorMessage as e:
    # handle exception
    raise(e)
except errors.SDKError as e:
    # handle exception
    raise(e)

if res.company is not None:
    # handle response
    pass

Server Selection

Select Server by Index

You can override the default server globally by passing a server index to the server_idx: int 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:

Example

import codatsyncexpenses
from codatsyncexpenses.models import shared

s = codatsyncexpenses.CodatSyncExpenses(
    server_idx=0,
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

req = shared.CompanyRequestBody(
    name='Bank of Dave',
    description='Requested early access to the new financing scheme.',
)

res = s.companies.create(req)

if res.company is not None:
    # handle response
    pass

Override Server URL Per-Client

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

import codatsyncexpenses
from codatsyncexpenses.models import shared

s = codatsyncexpenses.CodatSyncExpenses(
    server_url="https://api.codat.io",
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

req = shared.CompanyRequestBody(
    name='Bank of Dave',
    description='Requested early access to the new financing scheme.',
)

res = s.companies.create(req)

if res.company is not None:
    # handle response
    pass

Custom HTTP Client

The Python SDK makes API calls using the requests HTTP library. In order to provide a convenient way to configure timeouts, cookies, proxies, custom headers, and other low-level configuration, you can initialize the SDK client with a custom requests.Session object.

For example, you could specify a header for every request that this sdk makes as follows:

import codatsyncexpenses
import requests

http_client = requests.Session()
http_client.headers.update({'x-custom-header': 'someValue'})
s = codatsyncexpenses.CodatSyncExpenses(client=http_client)

Authentication

Per-Client Security Schemes

This SDK supports the following security scheme globally:

You can set the security parameters through the security optional parameter when initializing the SDK client instance. For example:

import codatsyncexpenses
from codatsyncexpenses.models import shared

s = codatsyncexpenses.CodatSyncExpenses(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
)

req = shared.CompanyRequestBody(
    name='Bank of Dave',
    description='Requested early access to the new financing scheme.',
)

res = s.companies.create(req)

if res.company is not None:
    # handle response
    pass

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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