Changelog

• Merchant name in transaction responses: Added the merchant_name property to transaction objects. This read-only, nullable string field contains the merchant name associated with the transaction, when available.

  Available in:

  • List all bank transactions endpoint
  • Create an assets report endpoint
  • Retrieve an assets report endpoint

• Webhook event for Order refresh failed: Customers can now subscribe to an order-refresh-failed webhook event to know if an attempt is made to refresh an order and the data refresh task fails.
• Endpoint to get webhook request history: A new endpoint has been added to return a list of webhook requests from the last 30 days, additional query params are available to filter the history further.

Transaction filters in customization templates: Added support for the transaction_categories, transaction_account_types, and transaction_account_subtypes properties inside the reports object.

These properties are now available in:

• request and response payloads of the Create a customization template and Update a customization template endpoints
• response payload of the Retrieve a customization template endpoint.
• response payload of the List all customization templates endpoint, in the results.items.reports object

Bank transactions filtering:

• Added support for the categories, account_types, and account_subtypes query parameters in the List all bank transactions endpoint.
• Updated the description of the page_size query parameter in the List all bank transactions endpoint.

• New locales: Added support for ar, fa, and so in the locale field of the request body for the Create a bridge token and Create an order endpoints.
• Volunteer letter enum value: Added support for the new VOLUNTEER_LETTER value in the type enum in the Retrieve document response and in the items.type enum of the List all documents response.
• Transaction enums update: Added support for the MEMO value in the transaction type enum for the Retrieve an assets report, Create an assets report, and List all bank transactions endpoints. The transaction status enum in the List all bank transactions endpoint now also supports the AUTHORIZATION and MEMO values.
• Link access token: Added support for the access_token property in link objects returned by the Retrieve a user, List all users, Retrieve a link, and List all links endpoints.
• Template document upload and notifications settings: Added support for the document_upload.volunteer_letter and orders.notification_settings properties in request and response payloads of the Create a customization template, Update template, Retrieve a customization template, and List all customization templates endpoints.
• Notification settings descriptions update: Updated the descriptions for the notification_settings object and its first_notification_delay_hours and suppress_user_notifications properties in the request body of the Update an order endpoint.