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How to provision users via the OpenAPI

  • Updated

Use the Weel OpenAPI to push your chart of accounts from your ERP into Weel, so your GL codes and categories always match your source system with no manual re-entry.

Before you start

  • API access on your account, included by default on Enterprise.
  • Admin access, or the API permission enabled for your role.
  • An API key and your Client ID, shown on Settings > API in the Weel web app.

Steps

Include your API key as a bearer token in the Authorisation header of every request. The full endpoint reference is at developer.letsweel.com.

  1. Push your GL codes. Send POST /v1/businesses/{client_id}/accounting-codes with a code (the GL code string) and a name (its display name), once per GL code.
    • This is an upsert keyed on code, so you can safely re-run your full sync: it creates a new code, updates an existing code's name, or restores a code you'd previously deleted.
    • If your business has no accounting integration connected yet, this call automatically sets one up as a manual integration. No extra setup is needed.
    • To remove a GL code, send DELETE /v1/businesses/{client_id}/accounting-codes/{accounting_code_id}.
    • Important: this endpoint is for businesses without a connected accounting integration (or using Weel's manual chart of accounts). If you're connected to Xero, MYOB, NetSuite, QuickBooks, or Business Central, your chart of accounts syncs from that integration instead. Both pushing and deleting codes here returns an error, so manage your chart of accounts from your accounting software instead.
  2. Manage your categories.
    • List existing categories with GET /v1/businesses/{client_id}/categories. Each category is system-defined or custom.
    • Create a custom category with POST /v1/businesses/{client_id}/categories. The name must be unique within your business (case-insensitive).
    • Update a category with PATCH /v1/businesses/{client_id}/categories/{category_id}: rename a custom category, or disable a system-defined one with enabled so it stops appearing for your team.
    • Delete a custom category with DELETE /v1/businesses/{client_id}/categories/{category_id}. System-defined categories can't be deleted. Disable them instead.
  3. Map categories to GL codes. Send PATCH /v1/businesses/{client_id}/categories/{category_id} with the accounting_code_id of the GL code the category should map to. The GL code must belong to your own business. This works for both custom and system-defined categories and completes your accounting configuration end-to-end.

What happens next

Your GL codes and categories appear in Weel under Settings > Chart of accounts, ready for your team to code expenses against. Schedule your sync from your ERP so changes flow through automatically.

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