Update a bank account

PUT /api/v2/bank-accounts/{id}
Personal access token & O auth2

Path parameters

  • id string Required

    The ID of the bank account.

application/json

Body Required

  • account_uuids array[string] Required

    The UUIDs of the accounts who should own the bank account. These must only be client accounts.

  • account_name string Required

    The friendly name for the bank account.

  • account_number string Required

    The bank account number.

  • sort_code string Required

    The bank account sort code

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
PUT /api/v2/bank-accounts/{id} 
curl \
 --request PUT 'https://api.plannrcrm.com/api/v2/bank-accounts/id' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"account_uuids":["a3fbba57-a922-4290-b493-50ee6c722af5","26e329c6-7c7c-4df6-9df2-8b88222000e3"],"account_name":"My Savings Account","account_number":"01234567","sort_code":"012345"}'
Request examples 
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "account_uuids": [
    "a3fbba57-a922-4290-b493-50ee6c722af5",
    "26e329c6-7c7c-4df6-9df2-8b88222000e3"
  ],
  "account_name": "My Savings Account",
  "account_number": "01234567",
  "sort_code": "012345"
}
Response examples (200) 
{
  "uuid": "e4a24d78-b27f-4fdb-81cf-ecb9cb40d6af",
  "accounts": {
    "name": "Gareth Thompson",
    "role": "client",
    "type": "client",
    "uuid": "6727f594-abd3-4733-b83e-0371d46be875",
    "email": "gareth@codepotato.co.uk",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
    "created_at": "2025-06-17T14:20:23+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-06-17T14:20:23+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  },
  "sort_code": "123456",
  "created_at": "2025-06-17T14:20:23+01:00",
  "updated_at": "2025-06-17T14:20:23+01:00",
  "account_name": "Savings Account",
  "account_number": "12345678"
}