Summarize transactions
Aggregate counts and money totals over your transactions. Covers every organization your credential owns; send an Organization-Id, Connection-Id or Entity-Id selector to narrow to one. Accepts the same filters as GET /transactions, so the totals reflect the filtered set. Archived and duplicate transactions are excluded, and the money totals are sales only, matching the list. incompleteAddressCount is deliberately independent of the filters: it always counts every in-scope transaction whose address cannot be resolved.
Authorization
Headers
Release date, as YYYY-MM-DD. Defaults to 2026-07-21.
Narrow the request to one organization (Organization-Id selector).
Narrow the request to a connection's organization.
Narrow the request to a platform entity's organization.
Optional source to disambiguate an Entity-Id.
Query
Every query parameter below is optional. Combine as many as you need and append them to the endpoint as a query string. The example shows a few to get you started.
/transactions/summary?search=<search>&direction=<direction>&marketplace=<marketplace>Free-text search over transaction id, externalId, externalFriendlyId, description and customer name.
Include transactions on or after this date (YYYY-MM-DD).
Include transactions on or before this date (YYYY-MM-DD).
Comma-separated transaction statuses; matches any of them.
Comma-separated refund statuses; matches any of them.
Comma-separated source systems; matches any of them.
Comma-separated transaction type filters; matches any of them. CREDIT_NOTE groups every credit-note type; SALES_ORDER filters sales orders.
Comma-separated address statuses; matches any of them.
Comma-separated connection ids; matches any of them. This filters rows by connection. To restrict which organization is read, send the Connection-Id header instead.
Comma-separated ISO-3166 country codes; matches any of them.
Comma-separated state or province codes; matches any of them.
Restrict to sales or purchases. Omit to return both, matching the unfiltered list.
SALEPURCHASERestrict to marketplace (true) or non-marketplace (false) rows.
Restrict to transactions assigned to this filing.
Comma-separated exemption statuses; matches any of them.
Comma-separated processing statuses; matches any of them.
ISO-3166-1 alpha-2 country code. Combined with country when both are sent. Use with collectedTax=true and ZZ_EU to match EU member-state collected tax.
State or province code. Requires countryCode or country. When collectedTax=true, FD (federal nexus sentinel) is not applied as a state filter, and ZZ_EU also drops stateCode.
Inclusive YYYY-MM-DD floor on transaction date. Combined with startDate when both are sent by taking the later of the two.
When true, restrict to sales with imported tax in the requested jurisdiction (verified address, not marketplace, not credit notes unless includeRefunds).
When collectedTax is true, include credit notes with nonzero imported tax. Ignored otherwise.
Filter by whether the transaction address has a country. true keeps rows with a country, false keeps rows missing one.
Filter by whether the transaction address has a state or province. true keeps rows with one, false keeps rows missing one (an empty value counts as missing).
Filter by whether the transaction address has a city. true keeps rows with one, false keeps rows missing one (an empty value counts as missing).
Filter by whether the transaction address has a county. true keeps rows with one, false keeps rows missing one (an empty value counts as missing).
Filter by whether the transaction address has a postal code. true keeps rows with one, false keeps rows missing one (an empty value counts as missing).
When true, hide fully-empty addresses (rows where state, city, postal code and county are all missing). When false, keep only those fully-empty addresses.
Response
Number of non-archived, non-duplicate transactions in scope.
Sum of the transaction totals across the scope, in currency. Sales only: purchases are excluded so they cannot inflate the figure.
Sum of the taxable portion of those transactions, in currency.
ISO-4217 currency the totals are expressed in, or null when the scope has no rows or no single reporting currency can be determined for it.
AEDAFNALLAMDANGAOAARSAUDAWGAZNBAMBBDBDTBGNBHDBIFBMDBNDBOBBRLBSDBTNBWPBYNBZDCADCDFCHFCLPCNYCOPCRCCUCCUPCVECZKDJFDKKDOPDZDEGPERNETBEURFJDFKPGBPGELGGPGHSGIPGMDGNFGTQGYDHKDHNLHRKHTGHUFIDRILSIMPINRIQDIRRISKJEPJMDJODJPYKESKGSKHRKMFKPWKRWKWDKYDKZTLAKLBPLKRLRDLSLLYDMADMDLMGAMKDMMKMNTMOPMRUMURMVRMWKMXNMYRMZNNADNGNNIONOKNPRNZDOMRPABPENPGKPHPPKRPLNPYGQARRONRSDRUBRWFSARSBDSCRSDGSEKSGDSHPSLLSOSSPLSRDSTNSVCSYPSZLTHBTJSTMTTNDTOPTRYTTDTVDTWDTZSUAHUGXUSDUYUUZSVEFVNDVUVWSTXAFXCDXDRXOFXPFYERZARZMWZWDTransactions in scope whose address is missing or invalid, so their jurisdiction cannot be resolved and tax cannot be calculated accurately.
Successful Response
The request was invalid.
Authentication failed or was missing.
The credential is not permitted for this request.
The requested resource was not found.
The request conflicts with existing state.
The request failed validation.