Account Transactions
Core information for transaction and balance data for accounts. Supports multiple transactions per account.
Migration Requirements
Required for Import
No - Optional
Retention History
No specific retention requirements defined.
Fields (7)
Expand a field to see example values and, where necessary, additional business context
| Field | Type | Description | Attributes | |
|---|---|---|---|---|
| Account Transaction Main | ||||
Account Transaction ID | Text | Unique identifier for the source system Account Transaction | Required | |
Account Transaction ID Unique identifier for the source system Account Transaction Examples TXN-001 12345 ACCT_TXN_001 Business Context This field identifies unique account transaction records from your source system, enabling updates after initial import. Provide any unique identifier from your system—numeric IDs, text codes, or concatenated values all work. | ||||
Account ID | Text | Your system's unique identifier for the account | Required | |
| Transaction Details | ||||
Charge Type ID | Text | Reference to the charge type record that categorizes this transaction | Optional | |
Transaction Amount | Number | The amount of the transaction | Optional | |
Transaction Date | Date | The date the transaction occurred | Optional | |
Description | Text | Optional description of the transaction | Optional | |
| Additional Data | ||||
Additional Data | JSON Object | Any extra information from your source system | Optional | |