Easy Labs
APITreasuryTreasury

Merge duplicate recipients into a primary

Re-points transaction history and payment methods from the duplicate recipients onto the primary, then soft-deletes the duplicates (recording merged_into_id).

POST
/v1/api/treasury/recipients/merge

Authorization

apiKey
x-easy-api-key<token>

Merchant API key. Publishable keys (pk_test_* / pk_live_) are safe for browser/frontend use and carry a limited scope set (sessions, payment_instruments, customers, orders writes; products, product_prices, payment_links reads). Secret keys (sk_test_ / sk_live_*) grant full admin access and must only be used server-side.

In: header

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

application/json

application/json

application/json

application/json

curl -X POST "https://loading/v1/api/treasury/recipients/merge" \  -H "Content-Type: application/json" \  -d '{    "primary_id": "987c11c3-5710-471c-acd5-a1a4452bf60c",    "duplicate_ids": [      "23aec1ac-8228-4c0c-9e3f-0f9a7e82da77"    ]  }'
{
  "success": true,
  "timestamp": "2019-08-24T14:15:22Z",
  "data": null,
  "message": "string",
  "pagination": {
    "total": 0,
    "limit": 1,
    "offset": 0,
    "has_more": true,
    "truncated": true,
    "cursors": {
      "first": "string",
      "last": "string"
    }
  }
}
{
  "success": false,
  "timestamp": "2019-08-24T14:15:22Z",
  "error": {
    "code": "string",
    "message": "string",
    "details": null
  }
}
{
  "success": false,
  "timestamp": "2019-08-24T14:15:22Z",
  "error": {
    "code": "string",
    "message": "string",
    "details": null
  }
}
{
  "success": false,
  "timestamp": "2019-08-24T14:15:22Z",
  "error": {
    "code": "string",
    "message": "string",
    "details": null
  }
}
{
  "success": false,
  "timestamp": "2019-08-24T14:15:22Z",
  "error": {
    "code": "string",
    "message": "string",
    "details": null
  }
}
{
  "success": false,
  "timestamp": "2019-08-24T14:15:22Z",
  "error": {
    "code": "string",
    "message": "string",
    "details": null
  }
}

Bulk import recipients from CSV

Upload a CSV file with columns: name, email, bank_name, routing_number, account_number, account_type (checking/savings), notes. Each row is validated, account numbers are tokenized via Basis Theory, and duplicates are detected by email or routing+account number. Maximum 1000 rows per batch. Rows that fail tokenization are skipped (fail-closed).

Exchange Plaid public token for recipient bank linking

Exchange Plaid public token for recipient bank linking