SIsilverfin
Templates

Create a new account template

Create a new account template. <br> <b>Required scope(s):</b> administration:write

post/api/v4/f/{firm_id}/account_templates

Request

  • Base URL
    https://live.getsilverfin.com
  • URL
    https://live.getsilverfin.com/api/v4/f/{firm_id}/account_templates
  • Auth
    OAuth 2
    Authorization code: https://live.getsilverfin.com/oauth/authorize
    Token URL: https://live.getsilverfin.com/oauth/token scopes: administration:write

Path parameters

firm_idinteger required

Headers

Acceptstring

Request body

name_nlstring required
name_enstring
name_frstring
account_rangestring
text_configurationstring
textstring
externally_managedboolean

When this value is set to true the shared parts are not allowed to be edited via the web interface, only via API.

Example request

{
  "name_nl": "Account Template Name",
  "name_en": "Account Template Name",
  "name_fr": "Account Template Name",
  "text_parts": [
    {
      "name": "part_name",
      "content": "{% comment %}liquid code in part{% endcomment %}"
    }
  ]
}

Response

Successful response

name_nlstring required
name_enstring
name_frstring
account_rangestring
text_configurationstring
textstring
externally_managedboolean

When this value is set to true the shared parts are not allowed to be edited via the web interface, only via API.

idinteger

Example response

{
  "name_nl": "Account Template Name",
  "name_en": "Account Template Name",
  "name_fr": "Account Template Name",
  "text_parts": [
    {
      "name": "part_name",
      "content": "{% comment %}liquid code in part{% endcomment %}"
    }
  ],
  "id": 1977
}

Changes

No recorded changes to this operation across all 2 revisions of this API.