Add
Adding a transaction
POST https://do.workzeal.com/finance/insert
Creates a receipt (direction_id: 1) or an expense (direction_id: 2) on an account. Transfers between accounts are not supported via the public API.
Request Body
| Name | Type | Description |
|---|---|---|
| transaction* | JSON |
200: OK Standard response object
{
"status": "success",
"error": "",
"code": null,
"rows": 0,
"pages": 0,
"page": 0,
"value": "70012"
}
JSON
All available parameters of the new object
- direction_id - * Direction: 1 - receipt, 2 - expense
- account_id - * Account ID
- sum - * Amount in the base currency
- category_id - Income/expense category ID
- type_id - Payment method ID
- company_id - Client ID
- deal_id - Deal ID
- date - Date/time of the transaction, for example 2026-08-26 15:00. Defaults to now
- note - Note
- user_id - Responsible person ID. Defaults to the token owner
- sum_currency - Amount in the currency (defaults to sum)
- rate - Exchange rate (defaults to 1)
- agent_id - Agent ID
- project_id - Project ID
- external_code - External code (from your accounting system)
- tags - Comma-separated tags
{
"direction_id": 1,
"account_id": 3,
"sum": 150000,
"category_id": 7,
"company_id": 368132,
"date": "2026-08-26",
"note": "Payment for invoice 145 from Prodstar"
}
Note
Required parameters
direction_id (1 - receipt, 2 - expense)
account_id (Account ID)
sum (Amount, cannot be zero)
Example
cURL
NodeJS (Request)
curl --location --request POST 'https://do.workzeal.com/finance/insert' \
--header 'Authorization: Bearer XXXX-XXXXXXX-XXXXXXX' \
--header 'Content-Type: application/json' \
--data-raw '{
"direction_id": 1,
"account_id": 3,
"sum": 150000,
"company_id": 368132,
"note": "Payment for invoice 145 from Prodstar"
}
'
var request = require('request');
var options = {
'method': 'POST',
'url': 'https://do.workzeal.com/finance/insert',
'headers': {
'Authorization': 'Bearer XXXX-XXXXXXX-XXXXXXX',
'Content-Type': 'application/json'
},
body: JSON.stringify({
"direction_id": 1,
"account_id": 3,
"sum": 150000,
"company_id": 368132,
"note": "Payment for invoice 145 from Prodstar"
})
};
request(options, function (error, response) {
if (error) throw new Error(error);
console.log(response.body);
});
Directories
Response
{
"status": "success",
"error": "",
"code": null,
"rows": 0,
"pages": 0,
"page": 0,
"value": "70012"
}
// value - ID of the new transaction