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How to sync your chart of accounts via the OpenAPI

  • Updated

The Weel OpenAPI lets you push your chart of accounts into Weel from your ERP — GL codes, categories, and the mapping between them — so your coding structure in Weel always matches your source system, with no manual re-entry.

Before you start

You will need:

  • A Weel Enterprise plan.
  • Admin access, or the API permission enabled for your role.
  • An API key — see How to generate and manage API keys.
  • Your Client ID, shown on the Settings > API page in the Weel web app.

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

Steps

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.

The endpoint is an upsert, keyed on code — so you can safely re-run your full sync:

  • If the code doesn't exist, it's created.
  • If it already exists, its name is updated.
  • If it was previously deleted, it's restored.

To remove a GL code, send DELETE /v1/businesses/{client_id}/accounting-codes/{accounting_code_id}.

Important: The accounting-codes endpoint is for businesses without a connected accounting integration. If your business is connected to Xero, MYOB, NetSuite, QuickBooks, or Business Central, your chart of accounts syncs from that integration instead, and this endpoint returns an error.

2. Manage your categories

  1. List existing categories with GET /v1/businesses/{client_id}/categories. Each category is either system-defined or custom.
  2. Create custom categories with POST /v1/businesses/{client_id}/categories. The name must be unique within your business.
  3. Update categories with PATCH /v1/businesses/{client_id}/categories/{category_id}:
    • Custom categories — you can change the name.
    • System-defined categories — you can't rename them, but you can disable them with enabled so they don't appear for your team.
  4. 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. 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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