Update a bank account

PUT /api/v2/bank-accounts/{uuid}

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

Path parameters

uuid string Required

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_holders string Required

The name of the bank account holder(s) as it appears on statements
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
- uuid string
  
  The UUID of the resource.
- created_at string
  
  The timestamp of when the resource was created.
- updated_at string
  
  The timestamp of when the resource was updated.
- account_name string
  
  The name of the bank account
- account_holders string
  
  The name of the bank account holder(s) as it appears on statements
- account_number string
  
  The bank account number
- sort_code string
  
  The bank account sort code
- accounts object
  
  The accounts linked to this bank account
  
  Hide accounts attributes Show accounts attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email string
  
  photo_url string
  
  external_references string

PUT /api/v2/bank-accounts/{uuid}

curl \
 --request PUT 'https://api.plannrcrm.com/api/v2/bank-accounts/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"account_uuids":["d8299b1a-37bb-4a2f-b3e4-520cc6db040c","87e2b3be-8f6a-4723-85c3-acaedaa897e0"],"account_name":"My Savings Account","account_holders":"Mr John A Smith","account_number":"01234567","sort_code":"012345"}'

Request examples

# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "account_uuids": [
    "d8299b1a-37bb-4a2f-b3e4-520cc6db040c",
    "87e2b3be-8f6a-4723-85c3-acaedaa897e0"
  ],
  "account_name": "My Savings Account",
  "account_holders": "Mr John A Smith",
  "account_number": "01234567",
  "sort_code": "012345"
}

Response examples (200)

{
  "uuid": "b7afe14c-fb7e-4298-a9ab-1afd913c3af8",
  "accounts": {
    "name": "Gareth Thompson",
    "role": "client",
    "type": "client",
    "uuid": "cf9d99ab-0fb1-4dfb-aff0-72130bafb7b8",
    "email": "gareth@codepotato.co.uk",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
    "created_at": "2025-07-17T16:23:27+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-07-17T16:23:27+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  },
  "sort_code": "123456",
  "created_at": "2025-07-17T16:23:27+01:00",
  "updated_at": "2025-07-17T16:23:27+01:00",
  "account_name": "Savings Account",
  "account_number": "12345678",
  "account_holders": "Mr John A Smith"
}