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sync-for-expenses

README.md

Sync for Expenses

Embedded accounting integrations for corporate card providers.

Summary

Expenses: The API for Codat's Expenses solution.

Expenses is an API and a set of supporting tools. It has been built to enable corporate card and expense management platforms to provide high-quality integrations with multiple accounting software through a standardized API.

Explore solution | See our OpenAPI spec

Not seeing the endpoints you're expecting? We've reorganized our solutions, and you may be using a different version of Expenses.

Endpoints

Endpoints Description
Companies Create and manage your SMB users' companies.
Connections Create new and manage existing data connections for a company.
Configuration View and manage mapping configuration and defaults for expense transactions.
Sync Monitor the status of data syncs.
Expenses Create and update transactions that represent your customers' spend.
Transfers Create and update transactions that represent the movement of your customers' money.
Reimbursements Create and update transactions that represent your customers' repayable spend.
Attachments Attach receipts to a transaction for a complete audit trail.
Transaction status Monitor the status of individual transactions in data syncs.
Manage data Control and monitor the retrieval of data from an integration.
Push operations View historic push operations.
Accounts Create accounts and view account schemas.
Customers Get, create, and update customers.
Suppliers Get, create, and update suppliers.

Table of Contents

SDK Installation

Note

Python version upgrade policy

Once a Python version reaches its official end of life date, a 3-month grace period is provided for users to upgrade. Following this grace period, the minimum python version supported in the SDK will be updated.

The SDK can be installed with uv, pip, or poetry package managers.

uv

uv is a fast Python package installer and resolver, designed as a drop-in replacement for pip and pip-tools. It's recommended for its speed and modern Python tooling capabilities.

uv add codat-sync-for-expenses

PIP

PIP is the default package installer for Python, enabling easy installation and management of packages from PyPI via the command line.

pip install codat-sync-for-expenses

Poetry

Poetry is a modern tool that simplifies dependency management and package publishing by using a single pyproject.toml file to handle project metadata and dependencies.

poetry add codat-sync-for-expenses

Shell and script usage with uv

You can use this SDK in a Python shell with uv and the uvx command that comes with it like so:

uvx --from codat-sync-for-expenses python

It's also possible to write a standalone Python script without needing to set up a whole project like so:

#!/usr/bin/env -S uv run --script
# /// script
# requires-python = ">=3.10"
# dependencies = [
#     "codat-sync-for-expenses",
# ]
# ///

from codat_sync_for_expenses import CodatSyncExpenses

sdk = CodatSyncExpenses(
  # SDK arguments
)

# Rest of script here...

Once that is saved to a file, you can run it with uv run script.py where script.py can be replaced with the actual file name.

Example Usage

IDE Support

PyCharm

Generally, the SDK will work well with most IDEs out of the box. However, when using PyCharm, you can enjoy much better integration with Pydantic by installing an additional plugin.

SDK Example Usage

Example

# Synchronous Example
from codat_sync_for_expenses import CodatSyncExpenses
from codat_sync_for_expenses.models import shared


with CodatSyncExpenses(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
) as codat_sync_expenses:

    res = codat_sync_expenses.companies.create(request={
        "name": "Technicalium",
    })

    # Handle response
    print(res)

The same SDK client can also be used to make asynchronous requests by importing asyncio.

# Asynchronous Example
import asyncio
from codat_sync_for_expenses import CodatSyncExpenses
from codat_sync_for_expenses.models import shared

async def main():

    async with CodatSyncExpenses(
        security=shared.Security(
            auth_header="Basic BASE_64_ENCODED(API_KEY)",
        ),
    ) as codat_sync_expenses:

        res = await codat_sync_expenses.companies.create_async(request={
            "name": "Technicalium",
        })

        # Handle response
        print(res)

asyncio.run(main())

Available Resources and Operations

Available methods

Accounts

Adjustments

  • create - Create adjustment transaction

Attachments

BankAccounts

Companies

CompanyInfo

  • get - Get company info

Configuration

  • get - Get company configuration
  • set - Set company configuration

Connections

Customers

Expenses

  • create - Create expense transaction
  • update - Update expense transactions

ManageData

MappingOptions

PushOperations

  • get - Get push operation
  • list - List push operations

Reimbursements

  • create - Create reimbursable expense transaction
  • update - Update reimbursable expense transaction

Suppliers

Sync

TransactionStatus

  • get - Get sync transaction
  • list - List sync transactions

Transfers

  • create - Create transfer transaction

File uploads

Certain SDK methods accept file objects as part of a request body or multi-part request. It is possible and typically recommended to upload files as a stream rather than reading the entire contents into memory. This avoids excessive memory consumption and potentially crashing with out-of-memory errors when working with very large files. The following example demonstrates how to attach a file stream to a request.

Tip

For endpoints that handle file uploads bytes arrays can also be used. However, using streams is recommended for large files.

from codat_sync_for_expenses import CodatSyncExpenses
from codat_sync_for_expenses.models import shared


with CodatSyncExpenses(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
) as codat_sync_expenses:

    res = codat_sync_expenses.attachments.upload(request={
        "company_id": "8a210b68-6988-11ed-a1eb-0242ac120002",
        "sync_id": "6fb40d5e-b13e-11ed-afa1-0242ac120002",
        "transaction_id": "336694d8-2dca-4cb5-a28d-3ccb83e55eee",
    })

    # Handle response
    print(res)

Retries

Some of the endpoints in this SDK support retries. If you use the SDK without any configuration, it will fall back to the default retry strategy provided by the API. However, the default retry strategy can be overridden on a per-operation basis, or across the entire SDK.

To change the default retry strategy for a single API call, simply provide a RetryConfig object to the call:

from codat_sync_for_expenses import CodatSyncExpenses
from codat_sync_for_expenses.models import shared
from codat_sync_for_expenses.utils import BackoffStrategy, RetryConfig


with CodatSyncExpenses(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
) as codat_sync_expenses:

    res = codat_sync_expenses.companies.create(request={
        "name": "Technicalium",
    },
        RetryConfig("backoff", BackoffStrategy(1, 50, 1.1, 100), False))

    # Handle response
    print(res)

If you'd like to override the default retry strategy for all operations that support retries, you can use the retry_config optional parameter when initializing the SDK:

from codat_sync_for_expenses import CodatSyncExpenses
from codat_sync_for_expenses.models import shared
from codat_sync_for_expenses.utils import BackoffStrategy, RetryConfig


with CodatSyncExpenses(
    retry_config=RetryConfig("backoff", BackoffStrategy(1, 50, 1.1, 100), False),
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
) as codat_sync_expenses:

    res = codat_sync_expenses.companies.create(request={
        "name": "Technicalium",
    })

    # Handle response
    print(res)

Error Handling

CodatSyncExpensesError is the base class for all HTTP error responses. It has the following properties:

Property Type Description
err.message str Error message
err.status_code int HTTP response status code eg 404
err.headers httpx.Headers HTTP response headers
err.body str HTTP body. Can be empty string if no body is returned.
err.raw_response httpx.Response Raw HTTP response
err.data Optional. Some errors may contain structured data. See Error Classes.

Example

from codat_sync_for_expenses import CodatSyncExpenses
from codat_sync_for_expenses.models import errors, shared


with CodatSyncExpenses(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
) as codat_sync_expenses:
    res = None
    try:

        res = codat_sync_expenses.companies.create(request={
            "name": "Technicalium",
        })

        # Handle response
        print(res)


    except errors.CodatSyncExpensesError as e:
        # The base class for HTTP error responses
        print(e.message)
        print(e.status_code)
        print(e.body)
        print(e.headers)
        print(e.raw_response)

        # Depending on the method different errors may be thrown
        if isinstance(e, errors.ErrorMessage):
            print(e.data.can_be_retried)  # Optional[str]
            print(e.data.correlation_id)  # Optional[str]
            print(e.data.detailed_error_code)  # Optional[int]
            print(e.data.error)  # Optional[str]
            print(e.data.service)  # Optional[str]

Error Classes

Primary errors:

Less common errors (5)

Network errors:

Inherit from CodatSyncExpensesError:

  • ResponseValidationError: Type mismatch between the response data and the expected Pydantic model. Provides access to the Pydantic validation error via the cause attribute.

Server Selection

Override Server URL Per-Client

The default server can be overridden globally by passing a URL to the server_url: str optional parameter when initializing the SDK client instance. For example:

from codat_sync_for_expenses import CodatSyncExpenses
from codat_sync_for_expenses.models import shared


with CodatSyncExpenses(
    server_url="https://api.codat.io",
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
) as codat_sync_expenses:

    res = codat_sync_expenses.companies.create(request={
        "name": "Technicalium",
    })

    # Handle response
    print(res)

Custom HTTP Client

The Python SDK makes API calls using the httpx HTTP library. In order to provide a convenient way to configure timeouts, cookies, proxies, custom headers, and other low-level configuration, you can initialize the SDK client with your own HTTP client instance. Depending on whether you are using the sync or async version of the SDK, you can pass an instance of HttpClient or AsyncHttpClient respectively, which are Protocol's ensuring that the client has the necessary methods to make API calls. This allows you to wrap the client with your own custom logic, such as adding custom headers, logging, or error handling, or you can just pass an instance of httpx.Client or httpx.AsyncClient directly.

For example, you could specify a header for every request that this sdk makes as follows:

from codat_sync_for_expenses import CodatSyncExpenses
import httpx

http_client = httpx.Client(headers={"x-custom-header": "someValue"})
s = CodatSyncExpenses(client=http_client)

or you could wrap the client with your own custom logic:

from codat_sync_for_expenses import CodatSyncExpenses
from codat_sync_for_expenses.httpclient import AsyncHttpClient
import httpx

class CustomClient(AsyncHttpClient):
    client: AsyncHttpClient

    def __init__(self, client: AsyncHttpClient):
        self.client = client

    async def send(
        self,
        request: httpx.Request,
        *,
        stream: bool = False,
        auth: Union[
            httpx._types.AuthTypes, httpx._client.UseClientDefault, None
        ] = httpx.USE_CLIENT_DEFAULT,
        follow_redirects: Union[
            bool, httpx._client.UseClientDefault
        ] = httpx.USE_CLIENT_DEFAULT,
    ) -> httpx.Response:
        request.headers["Client-Level-Header"] = "added by client"

        return await self.client.send(
            request, stream=stream, auth=auth, follow_redirects=follow_redirects
        )

    def build_request(
        self,
        method: str,
        url: httpx._types.URLTypes,
        *,
        content: Optional[httpx._types.RequestContent] = None,
        data: Optional[httpx._types.RequestData] = None,
        files: Optional[httpx._types.RequestFiles] = None,
        json: Optional[Any] = None,
        params: Optional[httpx._types.QueryParamTypes] = None,
        headers: Optional[httpx._types.HeaderTypes] = None,
        cookies: Optional[httpx._types.CookieTypes] = None,
        timeout: Union[
            httpx._types.TimeoutTypes, httpx._client.UseClientDefault
        ] = httpx.USE_CLIENT_DEFAULT,
        extensions: Optional[httpx._types.RequestExtensions] = None,
    ) -> httpx.Request:
        return self.client.build_request(
            method,
            url,
            content=content,
            data=data,
            files=files,
            json=json,
            params=params,
            headers=headers,
            cookies=cookies,
            timeout=timeout,
            extensions=extensions,
        )

s = CodatSyncExpenses(async_client=CustomClient(httpx.AsyncClient()))

Authentication

Per-Client Security Schemes

This SDK supports the following security scheme globally:

Name Type Scheme
auth_header apiKey API key

You can set the security parameters through the security optional parameter when initializing the SDK client instance. For example:

from codat_sync_for_expenses import CodatSyncExpenses
from codat_sync_for_expenses.models import shared


with CodatSyncExpenses(
    security=shared.Security(
        auth_header="Basic BASE_64_ENCODED(API_KEY)",
    ),
) as codat_sync_expenses:

    res = codat_sync_expenses.companies.create(request={
        "name": "Technicalium",
    })

    # Handle response
    print(res)

Resource Management

The CodatSyncExpenses class implements the context manager protocol and registers a finalizer function to close the underlying sync and async HTTPX clients it uses under the hood. This will close HTTP connections, release memory and free up other resources held by the SDK. In short-lived Python programs and notebooks that make a few SDK method calls, resource management may not be a concern. However, in longer-lived programs, it is beneficial to create a single SDK instance via a context manager and reuse it across the application.

from codat_sync_for_expenses import CodatSyncExpenses
from codat_sync_for_expenses.models import shared
def main():

    with CodatSyncExpenses(
        security=shared.Security(
            auth_header="Basic BASE_64_ENCODED(API_KEY)",
        ),
    ) as codat_sync_expenses:
        # Rest of application here...


# Or when using async:
async def amain():

    async with CodatSyncExpenses(
        security=shared.Security(
            auth_header="Basic BASE_64_ENCODED(API_KEY)",
        ),
    ) as codat_sync_expenses:
        # Rest of application here...

Debugging

You can setup your SDK to emit debug logs for SDK requests and responses.

You can pass your own logger class directly into your SDK.

from codat_sync_for_expenses import CodatSyncExpenses
import logging

logging.basicConfig(level=logging.DEBUG)
s = CodatSyncExpenses(debug_logger=logging.getLogger("codat_sync_for_expenses"))

Support

If you encounter any challenges while utilizing our SDKs, please don't hesitate to reach out for assistance. You can raise any issues by contacting your dedicated Codat representative or reaching out to our support team. We're here to help ensure a smooth experience for you.

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