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Update a counterparty
PATCH
/api/v1/counterparties/{counterpartyReference}
Update an existing counterparty's details or accounts. Provide counterpartyDetails to update mutable fields (all except counterpartyReference), counterpartyAccounts to add accounts, or both. At least one must be provided.
Authorizations
bearerAuth
Type
HTTP (bearer)
Parameters
Path Parameters
counterpartyReference*
The unique cross-system identifier for the counterparty (e.g., ERP vendor ID). Facilitates seamless mapping between the Synthix ledger and your internal CRM/ERP. Note: Forward slashes ('/') act as URI path separators, causing a 404 Not Found routing error rather than a 400 Bad Request regex mismatch.
Type
Requiredstring
Example
"ERP-12345"Min Length
3Max Length
90Pattern
"^[-_a-zA-Z0-9]+$"Request Body
application/json
At least one of counterpartyDetails or counterpartyAccounts must be provided.
Min Properties
1Updatable counterparty details. All fields optional; provide only fields to change. counterpartyReference is immutable and cannot be updated.
Min Properties
1The full legal name of the individual or entity as registered with their financial institution. Critical for matching during Anti-Money Laundering (AML) checks.
Max Length
90Min Length
3Pattern
"^[-_ a-zA-Z0-9]+$"Email address of the counterparty.
Max Length
255Min Length
6Format
"email"Mobile phone number of the counterparty.
Max Length
16Min Length
5Pattern
"^[\\d]*$"Free-text notes or remarks about the counterparty.
Min Length
3Max Length
90Pattern
"^[A-Za-z0-9_.,'-]+( +[A-Za-z0-9_.,'-]+)*$"Min Items
1This field is used to identify the type of account. Currently only BANK_ACCOUNT is supported.
Valid values
"BANK_ACCOUNT"The category of counterparty account.
Possible values: PERSONAL or BUSINESS
Valid values
"PERSONAL""BUSINESS"The Counterparty's bank account name as per record. This can be same as Counterparty Name or coming from Provider service.
Max Length
90Min Length
3Pattern
"^[-_ a-zA-Z0-9]+$"The bank country of the counterparty as the 2-letter ISO 3166 code.
Required when accountType is BANK_ACCOUNT.
Max Length
2Min Length
2Pattern
"^[A-Z]*$"The 3-letter ISO 4217 currency code. Supported values: EUR, USD, GBP. This determines the settlement currency and applicable regional payment rails.
Valid values
"EUR""USD""GBP"Responses
Counterparty updated successfully.
application/json
The unique cross-system identifier for the counterparty (e.g., ERP vendor ID). Facilitates seamless mapping between the Synthix ledger and your internal CRM/ERP.
Max Length
90Min Length
3Pattern
"^[-_a-zA-Z0-9]+$"Indicates the state of the counterparty.
Valid values
"ACTIVE""INACTIVE"The date and time the counterparty was created in ISO 8601 format. Example: 2024-03-24T03:14:15Z.
Format
"date-time"Pattern
"^\\d{4}-(0[1-9]|1[0-2])-(0[1-9]|[12]\\d|3[01])T([01]\\d|2[0-3]):[0-5]\\d:[0-5]\\dZ$"The date and time the counterparty was updated in ISO 8601 format. Example: 2024-03-24T03:14:15Z.
Format
"date-time"Pattern
"^\\d{4}-(0[1-9]|1[0-2])-(0[1-9]|[12]\\d|3[01])T([01]\\d|2[0-3]):[0-5]\\d:[0-5]\\dZ$"The full legal name of the individual or entity as registered with their financial institution. Critical for matching during Anti-Money Laundering (AML) checks.
Max Length
90Min Length
3Pattern
"^[-_ a-zA-Z0-9]+$"Email address of the counterparty.
Max Length
255Min Length
6Format
"email"Mobile phone number of the counterparty.
Max Length
16Min Length
5Pattern
"^[\\d]*$"Free-text notes or remarks about the counterparty.
Min Length
3Max Length
90Pattern
"^[A-Za-z0-9_.,'-]+( +[A-Za-z0-9_.,'-]+)*$"Populated internally by the service based on the channel (e.g. API, web, or link).
Min Length
3Max Length
100The Counterparty's address. Only letters, numbers, spaces, and the
following symbols are allowed: ! @ # $ & ( ) _ + - . / : , ? '
Max Length
210Min Length
1Pattern
"^[ a-zA-Z0-9!@#$&()_+\\-./:,?']+$"The postal code of the Counterparty's address.
Max Length
16Min Length
1Pattern
"^[A-Za-z0-9 -]*$"The bank country of the counterparty. The ISO 3166 Alpha-2 country code (upper case) of the Counterparty's address.
Valid values
"IN""DE""AT""GB""BE""BG""HR""CY""CZ""DK""EE""FI""FR""GR""HU""IE""IT""LV""LT""LU""MT""NL""PL""PT""RO""SK""SI""ES""SE""CH""SM""VA""AD""MC""IS""NO""LI""US"The list of accounts associated with this counterparty.
Possible values: [ACTIVE, INACTIVE]
indicates the state of the account.
Valid values
"ACTIVE""INACTIVE"Possible values: [VERIFIED, UNVERIFIED, FAILED]
indicates the state of the account.
Valid values
"VERIFIED""UNVERIFIED""FAILED"The date and time the account link was created in ISO 8601 format. Example: 2024-03-24T03:14:15Z.
Format
"date-time"Pattern
"^\\d{4}-(0[1-9]|1[0-2])-(0[1-9]|[12]\\d|3[01])T([01]\\d|2[0-3]):[0-5]\\d:[0-5]\\dZ$"The date and time the account link was updated in ISO 8601 format. Example: 2024-03-24T03:14:15Z.
Format
"date-time"Pattern
"^\\d{4}-(0[1-9]|1[0-2])-(0[1-9]|[12]\\d|3[01])T([01]\\d|2[0-3]):[0-5]\\d:[0-5]\\dZ$"The date and time the account link was updated in ISO 8601 format. Example: 2024-03-24T03:14:15Z.
Format
"date-time"Pattern
"^\\d{4}-(0[1-9]|1[0-2])-(0[1-9]|[12]\\d|3[01])T([01]\\d|2[0-3]):[0-5]\\d:[0-5]\\dZ$"This field is used to identify the type of account. Currently only BANK_ACCOUNT is supported.
Valid values
"BANK_ACCOUNT"The category of counterparty account.
Possible values: PERSONAL or BUSINESS
Valid values
"PERSONAL""BUSINESS"Possible values: Value must match regular expression ^[A-Z]{2,2}$
The bank country of the counterparty as the 2-letter ISO 3166 code.
Valid values
"IN""DE""AT""GB""BE""BG""HR""CY""CZ""DK""EE""FI""FR""GR""HU""IE""IT""LV""LT""LU""MT""NL""PL""PT""RO""SK""SI""ES""SE""CH""SM""VA""AD""MC""IS""NO""LI""US"The 3-letter ISO 4217 currency code. Supported values: EUR, USD, GBP. This determines the settlement currency and applicable regional payment rails.
Valid values
"EUR""USD""GBP"The Counterparty's bank account name as per record. This can be same as Counterparty Name or coming from Provider service.
Max Length
90Min Length
3Pattern
"^[-_ a-zA-Z0-9]+$"Response Headers
Deprecation
Indicates deprecation (boolean)
Typestring
Exampletrue
Sunset
Sunset date in HTTP-date format [ISO 8601]. Example: `2024-03-24T03:14:15Z`.
Typestring (date-time)
Example2024-03-24T03:14:15Z
PATCH
/api/v1/counterparties/{counterpartyReference}