Here are the latest changes to our Soldo Business API:

Contacts

• Search Contacts, Get Contact, Add Contact, Update Contact: these endpoints, which are used to manage the payees customers can send bank transfers to using the Pay Someone feature, have been updated to match a contact to an existing Soldo user. This information can be set from the Add Contact and Update Contact endpoints using the user_id field, and will be used as part of the Bulk Reimbursement feature. The ID of the user a contact is assigned to is returned as part of the response of these endpoints, and can also be searched using the userId query parameter which has been added to the Search Contacts endpoint.

Transactions

• Search Transactions: a new requiredInformation query parameter to search transactions with (or without) required information (as defined in the Reminders section) has been added to this endpoint. An equivalent field called required_information is now returned as part of the Transaction object.

Users

• Search Users, Get User, Update User, Update User Status: an additional contact_id field has been added to the response object returned by these endpoints. The field contains the public ID of the contact assigned to the user. This information can be updated from the Add Contact and Update Contact endpoints.

Wallets

• Search Wallets: a new name query parameter to search wallets by their name (full or partial matches are supported) has been added to this endpoint.

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Here are the latest changes to our Soldo Business API:

Expense Review Processes

• Expense Review Processes: new endpoints to create, read, update and delete expense review processes have been added.

Permissions

• Get Roles, Get User Roles: a new id field has been added to the Role object returned by these endpoints. The field contains a unique ID of the role which can be used to refer to a specific role from other endpoints (e.g. Add Expense Review Process).

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Here are the latest changes to our Soldo Business API:

Transactions

• Get transaction: a new tags object has been added to the response. It can be found under the split_transactions object as it returns the list of tags assigned to a line if a transaction has been split into multiple lines.
• Create split transaction, Update split transaction, Delete split transaction: new endpoints to split a transaction into multiple lines, update the information assigned to each line, or remove the transaction split have been added.

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Here are the latest changes to our Soldo Business API:

Cards

• Add card: a preset_id body parameter has been added to assign a card rule preset to a card upon creation.

Card Rules

• Delete preset: a way to delete card rule presets from the Soldo web app has been added.

Users

• Create user: a new endpoint, which returns the User object instead of the Order one, has replaced the former Add user endpoint which is now deprecated. The old endpoint will be available until 01/07/2024.
• Search users: a new INACTIVE status can now be returned and searched.
• Update user status: a way of deactivating (and reactivating) a user has been added.

Wallets

• Create wallet: a new endpoint, which returns the Wallet object instead of the Order one, has replaced the former Add wallet endpoint which is now deprecated. The old endpoint will be available until 01/07/2024.

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Welcome to the API changelog. This section contains a log of all changes to the Soldo Business API.

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