static void Main(string[] args)
{
var service = new ZohoBooks();
service.initialize("{authtoken}", "{organizationId}");
var bankAccountsApi = service.GetBankAccountsApi();
try
{
var parameters = new Dictionary<object, object>();
var bankaccountsList = bankAccountsApi.GetBankAccounts(parameters);
var bankaccounts = bankaccountsList;
if (bankaccounts != null)
foreach (var bankAccount in bankaccounts)
Console.WriteLine("{0},{1},{2}", bankAccount.account_id, bankAccount.account_name, bankAccount.balance);
string accountId = bankaccounts[0].account_id;
var bankaccount = bankAccountsApi.Get(accountId);
if(bankaccount!=null)
Console.WriteLine("{0},{1},{2}", bankaccount.account_number, bankaccount.account_name, bankaccount.balance);
var newAccountInfo = new BankAccount()
{
account_name = "name of account",
account_type = "bank",
is_primary_account = true
};
var newAccount = bankAccountsApi.Create(newAccountInfo);
if (newAccount != null)
Console.WriteLine("{0},{1},{2}", newAccount.is_primary_account, newAccount.account_name, newAccount.balance);
var updateInfo = new BankAccount()
{
account_name = "name of account",
routing_number = "158987"
};
var updatedAccount = bankAccountsApi.Update(accountId, updateInfo);
if(updatedAccount!=null)
Console.WriteLine("{0},{1},{2}", updatedAccount.routing_number, updatedAccount.account_name, updatedAccount.balance);
var delAccount = bankAccountsApi.Delete(bankaccounts[1].account_id);
Console.WriteLine(delAccount);
var deactAccount = bankAccountsApi.DeactivateAccount(accountId);
Console.WriteLine(deactAccount);
var actAccount = bankAccountsApi.ActivateAccount(accountId);
Console.WriteLine(actAccount);
var statement = bankAccountsApi.GetLastImportedStatement(accountId);
if (statement != null)
{
Console.WriteLine("{0},{1},{2}", statement.statement_id, statement.to_date, statement.transactions.Count);
var transactions = statement.transactions;
foreach(var transaction in transactions)
{
Console.WriteLine("{0},{1},{2}", transaction.debit_or_credit, transaction.amount, transaction.transaction_type);
}
}
var delstatement = bankAccountsApi.DeleteLastImportedStatement(accountId, statement.statement_id);
Console.WriteLine(delstatement);
}
catch(Exception e)
{
Console.WriteLine(e.Message);
}
Console.ReadKey();
}
static void Main(string[] args)
{
try
{
var service = new ZohoBooks();
service.initialize("{authtoken}", "{organizationId}");
var transactionApi = service.GetBankTransactionsApi();
var accounts = service.GetBankAccountsApi().GetBankAccounts(null);
var parameters = new Dictionary <object, object>();
parameters.Add("filter_by", "Status.All");
parameters.Add("account_id", accounts[0].account_id);
Console.WriteLine("---------------------- All Transactions ----------------------");
var transactionList = transactionApi.GetTransactions(parameters);
var transactions = transactionList;
foreach (var trans in transactions)
{
Console.WriteLine("{0},{1},{2}", trans.transaction_id, trans.status, trans.amount);
}
Console.WriteLine("---------------------- Specified Transaction ----------------------");
var transaction = transactionApi.Get(transactions[2].transaction_id);
Console.WriteLine("{0},{1},{2}", transaction.transaction_id, transaction.transaction_type, transaction.amount);
Console.WriteLine("---------------------- New Transaction ----------------------");
var newTransactionInfo = new Transaction()
{
transaction_type = "transfer_fund",
from_account_id = accounts[0].account_id,
to_account_id = accounts[2].account_id,
amount = 10
};
var newTransaction = transactionApi.Create(newTransactionInfo);
Console.WriteLine("{0},{1},{2}", newTransaction.transaction_id, newTransaction.transaction_type, newTransaction.amount);
Console.WriteLine("---------------------- Updated Transaction ----------------------");
var updateInfo = new Transaction()
{
amount = 50,
currency_id = transactionList[0].currency_id,
date = "2014-02-06",
description = "",
exchange_rate = 1,
from_account_id = accounts[0].account_id,
reference_number = "",
to_account_id = accounts[2].account_id,
transaction_type = "transfer_fund"
};
var updatedTrans = transactionApi.Update(newTransaction.transaction_id, updateInfo);
Console.WriteLine("{0},{1},{2}", updatedTrans.transaction_id, updatedTrans.transaction_type, updatedTrans.amount);
Console.WriteLine("---------------------- Delete Transaction ----------------------");
var deltrans = transactionApi.Delete(updatedTrans.transaction_id);
Console.WriteLine(deltrans);
var parameters1 = new Dictionary <object, object>();
parameters1.Add("amount_start", "1");
parameters1.Add("amount_end", "4000");
parameters1.Add("date_start", "2014-02-01");
parameters1.Add("date_end", "2014-02-07");
var matchingtrans = transactionApi.GetMatchingTransactions(transactions[1].transaction_id, parameters1);
foreach (var matchingTran in matchingtrans)
{
Console.WriteLine("{0},{1},{2}", matchingTran.transaction_id, matchingTran.transaction_type, matchingTran.amount);
}
var parameters3 = new Dictionary <object, object>();
parameters3.Add("account_id", accounts[1].account_id);
TransactionsToBeMatched transtomatch = new TransactionsToBeMatched()
{
transactions_to_be_matched = new List <Transaction>()
{
new Transaction()
{
transaction_id = transactions[2].transaction_id,
transaction_type = "vendor_payment"
},
new Transaction()
{
transaction_id = transactions[3].transaction_id,
transaction_type = "transfer_fund"
},
new Transaction()
{
transaction_id = transactions[1].transaction_id,
transaction_type = "expense"
}
}
};
var matchtransaction = transactionApi.MatchATransaction(transactions[0].transaction_id, transtomatch);
Console.WriteLine(matchtransaction);
var unmatch = transactionApi.UnmatchTransaction(transactions[0].transaction_id);
Console.WriteLine(unmatch);
parameters.Add("sort_column", "statement_date");
var associatedTransObj = transactionApi.GetAssociatedTransactions(transactions[0].transaction_id, null);
var associatedTrans = associatedTransObj.associated_transactions;
Console.WriteLine(associatedTransObj.imported_transaction_id);
foreach (var asociatedTran in associatedTrans)
{
Console.WriteLine("{0},{1},{2}", asociatedTran.transaction_id, asociatedTran.transaction_type, asociatedTran.amount);
}
var exclude = transactionApi.ExcludeATransaction(transactions[0].transaction_id);
Console.WriteLine(exclude);
var restore = transactionApi.RestoreATransaction(transactions[0].transaction_id);
Console.WriteLine(restore);
var transacInfo = new Transaction()
{
amount = 4000,
date = "2013-01-29",
description = "Insurance payment",
exchange_rate = 1,
from_account_id = accounts[1].account_id,
reference_number = "Ref-9872",
to_account_id = accounts[3].account_id,
transaction_type = "expense"
};
var catogarise = transactionApi.CategorizeAnUncategorizedTransaction(transactions[0].transaction_id, transacInfo);
Console.WriteLine(catogarise);
var creditrefundInfo = new CreditNote()
{
creditnote_id = "{credit note id}",
date = "2014-02-07",
from_account_id = "{account id from which account the transaction is going to be done}",
amount = 4000
};
var catogasCred = transactionApi.CategorizeAsCreditNoteRefunds(transactions[0].transaction_id, creditrefundInfo);
Console.WriteLine(catogasCred);
var vendordetails = new VendorPayment()
{
vendor_id = "{vendor id}",
amount = 4000,
paid_through_account_id = "{account id}"
};
var vendorcat = transactionApi.CategorizeAsVendorpayment(transactions[0].transaction_id, vendordetails);
Console.WriteLine(vendorcat);
var customerinfo = new CustomerPayment()
{
customer_id = "{customer id}",
date = "2014-02-08",
invoices = new List <Invoice>()
{
new Invoice()
{
invoice_id = "{invoice id}",
amount_applied = 4000
}
},
amount = 4000
};
var custpaycat = transactionApi.CategorizeAsCustomerPayments(transactions[0].transaction_id, customerinfo, parameters);
Console.WriteLine(custpaycat);
var expenseInfo = new Expense()
{
account_id = accounts[3].account_id,
date = "2013-01-29",
paid_through_account_id = accounts[4].account_id,
project_id = "",
amount = 4000,
tax_id = "",
is_inclusive_tax = false,
is_billable = false,
reference_number = "Ref-123",
description = "Insurance payment",
};
var catAsExpens = transactionApi.CategorizeAsExpense(transactions[0].transaction_id, expenseInfo, @"F:\error.png");
Console.WriteLine(catAsExpens);
var uncatogorise = transactionApi.UncategorizeACategorizedTransaction(transactions[0].transaction_id);
Console.WriteLine(uncatogorise);
var vendorCreditsApi = service.GetVendorCreditsApi();
var vendorCredits = vendorCreditsApi.GetVendorCredits(null);
var refundInfo = new VendorCreditRefund()
{
vendor_credit_id = vendorCredits[0].vendor_credit_id,
date = "2014-11-25",
};
var catAsVendorRefund = transactionApi.CategorizeAsVendorCreditRefund(transactions[0].transaction_id, refundInfo);
Console.WriteLine(catAsVendorRefund);
}
catch (Exception e)
{
Console.WriteLine(e.Message);
}
Console.ReadKey();
}
static void Main(string[] args)
{
try
{
var service = new ZohoBooks();
service.initialize("{authtoken}", "{organizationId}");
var transactionApi = service.GetBankTransactionsApi();
var accounts = service.GetBankAccountsApi().GetBankAccounts(null);
var parameters = new Dictionary<object, object>();
parameters.Add("filter_by", "Status.All");
parameters.Add("account_id", accounts[0].account_id);
Console.WriteLine("---------------------- All Transactions ----------------------");
var transactionList = transactionApi.GetTransactions(parameters);
var transactions = transactionList;
foreach (var trans in transactions)
Console.WriteLine("{0},{1},{2}", trans.transaction_id, trans.status, trans.amount);
Console.WriteLine("---------------------- Specified Transaction ----------------------");
var transaction = transactionApi.Get(transactions[2].transaction_id);
Console.WriteLine("{0},{1},{2}", transaction.transaction_id, transaction.transaction_type, transaction.amount);
Console.WriteLine("---------------------- New Transaction ----------------------");
var newTransactionInfo = new Transaction()
{
transaction_type = "transfer_fund",
from_account_id = accounts[0].account_id,
to_account_id = accounts[2].account_id,
amount=10
};
var newTransaction = transactionApi.Create(newTransactionInfo);
Console.WriteLine("{0},{1},{2}", newTransaction.transaction_id, newTransaction.transaction_type, newTransaction.amount);
Console.WriteLine("---------------------- Updated Transaction ----------------------");
var updateInfo = new Transaction()
{
amount=50,
currency_id=transactionList[0].currency_id,
date="2014-02-06",
description="",
exchange_rate=1,
from_account_id = accounts[0].account_id,
reference_number= "",
to_account_id = accounts[2].account_id,
transaction_type = "transfer_fund"
};
var updatedTrans = transactionApi.Update(newTransaction.transaction_id, updateInfo);
Console.WriteLine("{0},{1},{2}", updatedTrans.transaction_id, updatedTrans.transaction_type, updatedTrans.amount);
Console.WriteLine("---------------------- Delete Transaction ----------------------");
var deltrans = transactionApi.Delete(updatedTrans.transaction_id);
Console.WriteLine(deltrans);
var parameters1 = new Dictionary<object, object>();
parameters1.Add("amount_start", "1");
parameters1.Add("amount_end", "4000");
parameters1.Add("date_start", "2014-02-01");
parameters1.Add("date_end", "2014-02-07");
var matchingtrans = transactionApi.GetMatchingTransactions(transactions[1].transaction_id, parameters1);
foreach(var matchingTran in matchingtrans)
Console.WriteLine("{0},{1},{2}", matchingTran.transaction_id, matchingTran.transaction_type, matchingTran.amount);
var parameters3=new Dictionary<object,object>();
parameters3.Add("account_id", accounts[1].account_id);
TransactionsToBeMatched transtomatch = new TransactionsToBeMatched()
{
transactions_to_be_matched = new List<Transaction>(){
new Transaction()
{
transaction_id=transactions[2].transaction_id,
transaction_type="vendor_payment"
},
new Transaction()
{
transaction_id=transactions[3].transaction_id,
transaction_type="transfer_fund"
},
new Transaction()
{
transaction_id=transactions[1].transaction_id,
transaction_type="expense"
}
}
};
var matchtransaction = transactionApi.MatchATransaction(transactions[0].transaction_id, transtomatch);
Console.WriteLine(matchtransaction);
var unmatch = transactionApi.UnmatchTransaction(transactions[0].transaction_id);
Console.WriteLine(unmatch);
parameters.Add("sort_column", "statement_date");
var associatedTransObj = transactionApi.GetAssociatedTransactions(transactions[0].transaction_id, null);
var associatedTrans = associatedTransObj.associated_transactions;
Console.WriteLine(associatedTransObj.imported_transaction_id);
foreach (var asociatedTran in associatedTrans)
Console.WriteLine("{0},{1},{2}", asociatedTran.transaction_id, asociatedTran.transaction_type, asociatedTran.amount);
var exclude = transactionApi.ExcludeATransaction(transactions[0].transaction_id);
Console.WriteLine(exclude);
var restore = transactionApi.RestoreATransaction(transactions[0].transaction_id);
Console.WriteLine(restore);
var transacInfo=new Transaction()
{
amount=4000,
date="2013-01-29",
description="Insurance payment",
exchange_rate=1,
from_account_id = accounts[1].account_id,
reference_number="Ref-9872",
to_account_id = accounts[3].account_id,
transaction_type = "expense"
};
var catogarise = transactionApi.CategorizeAnUncategorizedTransaction(transactions[0].transaction_id, transacInfo);
Console.WriteLine(catogarise);
var creditrefundInfo = new CreditNote()
{
creditnote_id = "{credit note id}",
date="2014-02-07",
from_account_id = "{account id from which account the transaction is going to be done}",
amount=4000
};
var catogasCred = transactionApi.CategorizeAsCreditNoteRefunds(transactions[0].transaction_id, creditrefundInfo);
Console.WriteLine(catogasCred);
var vendordetails = new VendorPayment()
{
vendor_id = "{vendor id}",
amount=4000,
paid_through_account_id = "{account id}"
};
var vendorcat = transactionApi.CategorizeAsVendorpayment(transactions[0].transaction_id, vendordetails);
Console.WriteLine(vendorcat);
var customerinfo = new CustomerPayment()
{
customer_id = "{customer id}",
date="2014-02-08",
invoices = new List<Invoice>()
{
new Invoice(){
invoice_id="{invoice id}",
amount_applied=4000
}
},
amount=4000
};
var custpaycat = transactionApi.CategorizeAsCustomerPayments(transactions[0].transaction_id, customerinfo, parameters);
Console.WriteLine(custpaycat);
var expenseInfo=new Expense()
{
account_id=accounts[3].account_id,
date="2013-01-29",
paid_through_account_id = accounts[4].account_id,
project_id= "",
amount=4000,
tax_id="",
is_inclusive_tax=false,
is_billable=false,
reference_number="Ref-123",
description="Insurance payment",
};
var catAsExpens = transactionApi.CategorizeAsExpense(transactions[0].transaction_id, expenseInfo, @"F:\error.png");
Console.WriteLine(catAsExpens);
var uncatogorise = transactionApi.UncategorizeACategorizedTransaction(transactions[0].transaction_id);
Console.WriteLine(uncatogorise);
var vendorCreditsApi = service.GetVendorCreditsApi();
var vendorCredits = vendorCreditsApi.GetVendorCredits(null);
var refundInfo = new VendorCreditRefund()
{
vendor_credit_id=vendorCredits[0].vendor_credit_id,
date="2014-11-25",
};
var catAsVendorRefund = transactionApi.CategorizeAsVendorCreditRefund(transactions[0].transaction_id, refundInfo);
Console.WriteLine(catAsVendorRefund);
}
catch (Exception e)
{
Console.WriteLine(e.Message);
}
Console.ReadKey();
}
static void Main(string[] args)
{
var service = new ZohoBooks();
service.initialize("{authtoken}", "{organizationId}");
var bankAccountsApi = service.GetBankAccountsApi();
try
{
var parameters = new Dictionary <object, object>();
var bankaccountsList = bankAccountsApi.GetBankAccounts(parameters);
var bankaccounts = bankaccountsList;
if (bankaccounts != null)
{
foreach (var bankAccount in bankaccounts)
{
Console.WriteLine("{0},{1},{2}", bankAccount.account_id, bankAccount.account_name, bankAccount.balance);
}
}
string accountId = bankaccounts[0].account_id;
var bankaccount = bankAccountsApi.Get(accountId);
if (bankaccount != null)
{
Console.WriteLine("{0},{1},{2}", bankaccount.account_number, bankaccount.account_name, bankaccount.balance);
}
var newAccountInfo = new BankAccount()
{
account_name = "name of account",
account_type = "bank",
is_primary_account = true
};
var newAccount = bankAccountsApi.Create(newAccountInfo);
if (newAccount != null)
{
Console.WriteLine("{0},{1},{2}", newAccount.is_primary_account, newAccount.account_name, newAccount.balance);
}
var updateInfo = new BankAccount()
{
account_name = "name of account",
routing_number = "158987"
};
var updatedAccount = bankAccountsApi.Update(accountId, updateInfo);
if (updatedAccount != null)
{
Console.WriteLine("{0},{1},{2}", updatedAccount.routing_number, updatedAccount.account_name, updatedAccount.balance);
}
var delAccount = bankAccountsApi.Delete(bankaccounts[1].account_id);
Console.WriteLine(delAccount);
var deactAccount = bankAccountsApi.DeactivateAccount(accountId);
Console.WriteLine(deactAccount);
var actAccount = bankAccountsApi.ActivateAccount(accountId);
Console.WriteLine(actAccount);
var statement = bankAccountsApi.GetLastImportedStatement(accountId);
if (statement != null)
{
Console.WriteLine("{0},{1},{2}", statement.statement_id, statement.to_date, statement.transactions.Count);
var transactions = statement.transactions;
foreach (var transaction in transactions)
{
Console.WriteLine("{0},{1},{2}", transaction.debit_or_credit, transaction.amount, transaction.transaction_type);
}
}
var delstatement = bankAccountsApi.DeleteLastImportedStatement(accountId, statement.statement_id);
Console.WriteLine(delstatement);
}
catch (Exception e)
{
Console.WriteLine(e.Message);
}
Console.ReadKey();
}
static void Main(string[] args)
{
try
{
var service = new ZohoBooks();
service.initialize("{authtoken}", "{organizationId}");
var rulesApi = service.GetBankRulesApi();
var parameters = new Dictionary<object, object>();
var accountsApi = service.GetBankAccountsApi();
var accounts = accountsApi.GetBankAccounts(null);
var chartOfAccountsApi = service.GetChartOfAccountsApi();
var chartOfAccounts = chartOfAccountsApi.GetChartOfAcounts(null);
parameters.Add("account_id", accounts[1].account_id);
Console.WriteLine("--------------------------Rules List---------------");
var rules = rulesApi.GetRules(parameters);
foreach (var tempRule in rules)
{
Console.WriteLine("{0},{1},{2}", tempRule.rule_id, tempRule.rule_name, tempRule.account_name);
var tempCriterions = tempRule.criterion;
Console.WriteLine("criterions");
foreach (var tempCriterion in tempCriterions)
Console.WriteLine("{0},{1}", tempCriterion.criteria_id, tempCriterion.value);
}
Console.WriteLine("--------------------------------------Specified Rule ----------------------------");
var rule = rulesApi.Get(rules[0].rule_id);
Console.WriteLine("{0},{1},{2}", rule.rule_id, rule.rule_name, rule.account_name);
var ruleInfo = new Rule()
{
rule_name = "hari",
target_account_id = accounts[0].account_id,
apply_to = "withdrawals",
criteria_type = "or",
criterion = new List<Criterion>(){
new Criterion(){
field="payee",
comparator="contains",
value="9"
}
},
record_as = "expense",
account_id = chartOfAccounts[41].account_id
};
Console.WriteLine("----------------------------New Rule-----------------------");
var newRule = rulesApi.Create(ruleInfo);
Console.WriteLine("{0},{1},{2}", newRule.rule_id, newRule.rule_name, newRule.account_name);
var newcriterions = newRule.criterion;
Console.WriteLine("criterions");
foreach (var criterion in newcriterions)
Console.WriteLine("{0},{1}", criterion.criteria_id, criterion.value);
var updateInfo = new Rule()
{
rule_name = "krishna",
apply_to = "withdrawals",
criteria_type = "or",
criterion = new List<Criterion>(){
new Criterion(){
field="payee",
comparator="contains",
value="8"
}
},
record_as = "expense",
};
Console.WriteLine("----------------------------Updated Rule----------------------");
var updatedRule = rulesApi.Update(newRule.rule_id, updateInfo);
Console.WriteLine("{0},{1},{2}", updatedRule.rule_id, updatedRule.rule_name, updatedRule.account_name);
var criterions1 = updatedRule.criterion;
Console.WriteLine("criterions");
foreach (var criterion in criterions1)
Console.WriteLine("{0},{1}", criterion.criteria_id, criterion.value);
Console.WriteLine("-------------------------------Delete Rule--------------------------------------");
var delRule = rulesApi.Delete(updatedRule.rule_id);
Console.WriteLine(delRule);
}
catch (Exception e)
{
Console.WriteLine(e.Message);
}
Console.ReadKey();
}
static void Main(string[] args)
{
try
{
var service = new ZohoBooks();
service.initialize("{authtoken}", "{organizationId}");
var rulesApi = service.GetBankRulesApi();
var parameters = new Dictionary <object, object>();
var accountsApi = service.GetBankAccountsApi();
var accounts = accountsApi.GetBankAccounts(null);
var chartOfAccountsApi = service.GetChartOfAccountsApi();
var chartOfAccounts = chartOfAccountsApi.GetChartOfAcounts(null);
parameters.Add("account_id", accounts[1].account_id);
Console.WriteLine("--------------------------Rules List---------------");
var rules = rulesApi.GetRules(parameters);
foreach (var tempRule in rules)
{
Console.WriteLine("{0},{1},{2}", tempRule.rule_id, tempRule.rule_name, tempRule.account_name);
var tempCriterions = tempRule.criterion;
Console.WriteLine("criterions");
foreach (var tempCriterion in tempCriterions)
{
Console.WriteLine("{0},{1}", tempCriterion.criteria_id, tempCriterion.value);
}
}
Console.WriteLine("--------------------------------------Specified Rule ----------------------------");
var rule = rulesApi.Get(rules[0].rule_id);
Console.WriteLine("{0},{1},{2}", rule.rule_id, rule.rule_name, rule.account_name);
var ruleInfo = new Rule()
{
rule_name = "hari",
target_account_id = accounts[0].account_id,
apply_to = "withdrawals",
criteria_type = "or",
criterion = new List <Criterion>()
{
new Criterion()
{
field = "payee",
comparator = "contains",
value = "9"
}
},
record_as = "expense",
account_id = chartOfAccounts[41].account_id
};
Console.WriteLine("----------------------------New Rule-----------------------");
var newRule = rulesApi.Create(ruleInfo);
Console.WriteLine("{0},{1},{2}", newRule.rule_id, newRule.rule_name, newRule.account_name);
var newcriterions = newRule.criterion;
Console.WriteLine("criterions");
foreach (var criterion in newcriterions)
{
Console.WriteLine("{0},{1}", criterion.criteria_id, criterion.value);
}
var updateInfo = new Rule()
{
rule_name = "krishna",
apply_to = "withdrawals",
criteria_type = "or",
criterion = new List <Criterion>()
{
new Criterion()
{
field = "payee",
comparator = "contains",
value = "8"
}
},
record_as = "expense",
};
Console.WriteLine("----------------------------Updated Rule----------------------");
var updatedRule = rulesApi.Update(newRule.rule_id, updateInfo);
Console.WriteLine("{0},{1},{2}", updatedRule.rule_id, updatedRule.rule_name, updatedRule.account_name);
var criterions1 = updatedRule.criterion;
Console.WriteLine("criterions");
foreach (var criterion in criterions1)
{
Console.WriteLine("{0},{1}", criterion.criteria_id, criterion.value);
}
Console.WriteLine("-------------------------------Delete Rule--------------------------------------");
var delRule = rulesApi.Delete(updatedRule.rule_id);
Console.WriteLine(delRule);
}
catch (Exception e)
{
Console.WriteLine(e.Message);
}
Console.ReadKey();
}