Tags

Tags let you categorize and segment any entity (transactions, invoices, bills, customers, vendors, etc.) by custom dimensions like department, project, or location.

Concepts

  • Tag Group — A category of tags (e.g., "Department", "Project", "Location")
  • Tag — A specific value within a group (e.g., "Engineering", "Q1 Launch")
  • Entity Tag — The link between a tag and a specific entity

Tag Groups

Create a Tag Group

bash
curl -X POST "https://api.ondayzero.com/api/v1/tag-groups" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -H "Content-Type: application/json" \
  -d '{"name": "Department"}'

List Tag Groups

bash
curl "https://api.ondayzero.com/api/v1/tag-groups" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Tags

Create a Tag

bash
curl -X POST "https://api.ondayzero.com/api/v1/tags" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Engineering",
    "tag_group_id": "TAG_GROUP_UUID"
  }'

List Tags

bash
curl "https://api.ondayzero.com/api/v1/tags?tag_group_id=TAG_GROUP_UUID" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Tagging Entities

Attach a Tag

bash
curl -X POST "https://api.ondayzero.com/api/v1/entity-tags" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "tag_id": "TAG_UUID",
    "model_type": "transaction",
    "model_id": "ENTITY_UUID"
  }'

Supported Entity Types

transaction, invoice, bill, journal_entry, customer, vendor, ledger, credit_memo, product

View Tags on an Entity

bash
curl "https://api.ondayzero.com/api/v1/entity-tags/transaction/{entity_id}" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Bulk Operations

Attach or detach tags from multiple entities at once:

bash
curl -X POST "https://api.ondayzero.com/api/v1/entity-tags/bulk-attach" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "tag_id": "TAG_UUID",
    "entities": [
      {"model_type": "transaction", "model_id": "UUID_1"},
      {"model_type": "transaction", "model_id": "UUID_2"}
    ]
  }'

Find Entities by Tag

bash
curl "https://api.ondayzero.com/api/v1/tags/{tag_id}/entities/transaction" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Tag-Based Reports

Tags power the P&L by Department report. Create a "Department" tag group, tag your transactions, and generate segmented financial reports via the Reports API.