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/kontera/dev

Update base data

PATCH
/api/public/v1/base-data

Update organization base data (accounts, taxes, currencies, contacts, etc.) using Universal Accounting JSON format.

Request Body required

Universal Accounting JSON format for base data import/export. See the Universal Accounting specification for full details.

object
organization
required

Organization information

object
companyName
required

Name of the company

string
companyUid

Company UID (e.g., CHE-123.456.789)

string
companyTaxNumber

Company tax number

string
companyWebsite

Company website URL

string
leadCurrency
required

Lead currency (ISO 4217 code)

string
CHF
accounts
required

Chart of accounts

Array<object>
>= 1 items
object
externalId
required

External identifier (max 36 chars)

string
number
required

Account number (max 12 chars)

string
description
required

Account description (max 255 chars)

string
currency

Account currency (ISO 4217 code)

string
iban

IBAN for bank accounts

string
type

Account type

string
Allowed values: ASSET LIABILITY EXPENSE REVENUE
currencies
required

Supported currencies

Array<object>
>= 1 items
object
externalId
required

External identifier (max 36 chars)

string
code
required

ISO 4217 currency code (3 chars)

string
taxes
required

Tax rates and configurations

Array<object>
>= 1 items
object
externalId
required

External identifier (max 36 chars)

string
code
required

Tax code (max 12 chars)

string
description
required

Tax description (max 255 chars)

string
value
required

Tax rate (0-100)

number
<= 100
country

Country code (2 chars)

string
taxPeriods
required

Tax period definitions

Array<object>
>= 1 items
object
externalId
required

External identifier (max 36 chars)

string
isSubjectToTax
required

Whether the organization is subject to tax

boolean
balanceTaxation
required

Whether balance taxation applies

boolean
accountingMethod
required

Accounting method

string
Allowed values: CASH ACCRUAL
startsAt
required

Period start date (YYYY-MM-DD)

string
endsAt
required

Period end date (YYYY-MM-DD)

string
contacts

Suppliers and contacts (optional)

Array<object>
object
externalId
required

External identifier (required, max 36 chars)

string
legalType
required

Legal type of contact

string
Allowed values: INDIVIDUAL COMPANY
companyName

Company name (for COMPANY type)

string
firstName

First name (for INDIVIDUAL type)

string
lastName

Last name (for INDIVIDUAL type)

string
costCenters

Cost centers (optional)

Array<object>
object
externalId
string
name
string
code
string
projects

Projects (optional)

Array<object>
object
externalId
string
name
string
code
string

Responses

200

Base data updated successfully

object
success
required

Indicates whether the base data was successfully imported

boolean

400

Invalid base data

401

Unauthorized

403

Forbidden - missing api:base-data:update scope