Create FinCalc session
This endpoint creates a new FinCalc user session. Different optional parameters can be passed.
Body
-
ClientGUID string(uuid) | null
This field is required if PresentationMode is set to 2 and/or Area is set To Client or FactFind, and BackOfficeID is not set
-
BackOfficeID string | null
This field is required if PresentationMode is set to 2 and/or Area is set to Client or FactFind, and ClientGUID is not set. If ClientGUID and BackOfficeID are both set, this field will be used to locate the client. If BackOfficeID is set and the client does NOT yet exist in FinCalc, we will create a shell of the client by getting basic information from the back office; a full sync is then done once logged in. Currently only Curo is supported if BackOfficeID is set.
-
PresentationMode integer | null
Create a presentation mode session. An integer representing the status of presentation mode:
- 1: On.
- 2: On but search disabled (Client area).
If PresentationMode is set, this mode will be loaded regardless of what has been specified as the Area field.
-
Area string | null
A string representing the area:
- Dashboard
- Client
- FactFind
-
Sync string | null
An integer representing the sync status:
- Omitted: Respect the cashflow sync setting so may do a full sync or only clients.
- 1: Yes (do a full sync regardless of cashflow setting).
- 2: No (do not sync anything including clients).
curl \
-X POST https://api.fincalc.co.uk/api/v2/user/session \
-H "Authorization: Bearer $ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{"ClientGUID":"9AF4C4F2-1F8D-4C6F-98A1-4C893EC8C8C8","BackOfficeID":"2C3F750E-0304-4FC3-82B9-66F280267F05","PresentationMode":1,"Area":"Dashboard","Sync":1}'
{
"ClientGUID": "9AF4C4F2-1F8D-4C6F-98A1-4C893EC8C8C8",
"BackOfficeID": "2C3F750E-0304-4FC3-82B9-66F280267F05",
"PresentationMode": 1,
"Area": "Dashboard",
"Sync": 1
}
{
"success": true,
"data": {
"URL": "https://fincalc.co.uk/login/session/AB8A075D-F481-4056-AF3D-67C75F4600B2/256",
"ExpiryDate": "2023-05-04 12:10:01"
}
}
{
"success": false,
"message": "Client not found"
}
{
"success": false,
"message": "Validation Error",
"data": {
"Sync": [
"The selected sync is invalid."
]
}
}
{
"success": false,
"message": "Failed to connect to Curo."
}