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Exports

General Ledger > API Reference > v1 > Exports

Overview

The Exports API allows an institution to retrieve General Ledger data in bulk.

Exports are available for both accounts and transactions, and can be retrieved in either JSON or CSV format.

Available Endpoint

Export Accounts

Retrieve General Ledger account metadata.

  • GET /a/api/general-ledger/v1/{InstitutionUniversalId}/accounts-export

Optional Query Parameters

  • StartDate — Filters out transactions older than this date.
  • EndDate — Filters out transactions newer than this date. Defaults to the current date if not provided.

Export Transactions

Retrieve posted General Ledger transactions.

  • GET /a/api/general-ledger/v1/{InstitutionUniversalId}/transactions-export

Optional Query Parameters

  • StartDate — Filters out transactions older than this date.
  • EndDate — Filters out transactions newer than this date. Defaults to the current date if not provided.

Date Format

All date parameters must use the YYYY-MM-DD format.

Invalid formats will return a validation error.


Response Formats

  • application/json
  • text/csv

The JSON response returns an array of transaction records. The CSV response returns the same data in downloadable format.


Export behavior

You can learn more about exports in our Exports Guide guide.


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Last updated Thu Mar 5 2026