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POST
/
v0
/
platform
/
instances
Create an Instance
curl --request POST \
  --url https://api.sandbox.teal.dev/v0/platform/instances \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "entries_start": "2023-11-07T05:31:56Z",
  "name": "<string>",
  "coa_template_id": "CNmWM3X6AcvRdEwZKxq4bL",
  "custom_coa": {
    "ledgers": [
      {
        "name": "<string>",
        "sort_code": "<string>",
        "sub_type": "current_assets",
        "type": "asset",
        "children": [
          "<unknown>"
        ]
      }
    ],
    "required_ledgers": {
      "uncategorized_inflow": {
        "name": "Uncategorized Cash Inflow",
        "sort_code": "0"
      },
      "uncategorized_outflow": {
        "name": "Uncategorized Cash Outflow",
        "sort_code": "1"
      },
      "transfers_between_accounts": {
        "name": "Transfers Between Accounts",
        "sort_code": "2"
      },
      "opening_balances": {
        "name": "Opening Balance Retained Earnings",
        "sort_code": "3"
      },
      "accounts_receivable": {
        "name": "Accounts Receivable",
        "sort_code": "4"
      },
      "accounts_payable": {
        "name": "Accounts Payable",
        "sort_code": "6"
      }
    }
  },
  "subscription": "tier0",
  "accounting_basis": "accrual"
}
'
{
  "id": "<string>",
  "entries_start": "2023-11-07T05:31:56Z",
  "name": "<string>",
  "subscription": "tier0",
  "accounting_package": "platformgl",
  "accounting_basis": "accrual"
}

Authorizations

Authorization
string
header
required

The access token received from the authorization server in the OAuth 2.0 flow.

Headers

x-teal-agent-id
string<uuid> | null

The agent id

Body

application/json
entries_start
string<date-time>
required

The datetime in UTC time from which the API will sync an Instance's accounting data. Transactions or journal entries cannot be entered before this date.

Example:

"2024-01-01T00:00:00Z"

name
string
required

The name of the business.

Example:

"ACME Goods Inc"

coa_template_id
string | null

The ID of the Chart of Accounts Template used to pre-populate the Instance's ledgers.

Example:

"CNmWM3X6AcvRdEwZKxq4bL"

custom_coa
InstanceCreateCustomCoa · object

A custom COA definition to be used for the created instance.

subscription
enum<string>
default:tier0

The Instance's subscription tier.

Available options:
tier0,
tier1,
tier2,
tier3,
tier4
Example:

"tier3"

accounting_basis
enum<string> | null

The accounting method used: cash basis or accrual basis.

Available options:
cash,
accrual
Example:

"accrual"

Response

Successful Response

id
string
required

The unique ID of the object.

Example:

"RKtPbubK5NcbBsUmU1ktSP"

entries_start
string<date-time>
required

The datetime in UTC time from which the API will sync an Instance's accounting data. Transactions or journal entries cannot be entered before this date.

Example:

"2024-01-01T00:00:00Z"

name
string
required

The name of the business.

Example:

"ACME Goods Inc"

subscription
enum<string>
required

The Instance's subscription tier.

Available options:
tier0,
tier1,
tier2,
tier3,
tier4
Example:

"tier3"

accounting_package
enum<string>
required

The type of accounting package the Instance uses as the source of truth for their books.

Available options:
platformgl
Example:

"platformgl"

accounting_basis
enum<string> | null

The accounting method used: cash basis or accrual basis.

Available options:
cash,
accrual
Example:

"accrual"