Mondo Webhooks and fieldbook

Monzo Webhooks + Fieldbook codelet integration

Code to setup an integration between Mondo/Monzo webhooks and Fieldbook.

https://monzo.com/ and https://fieldbook.com

1. mondoWebHook-Codelet.js

exports.endpoint = function (request, response, done) {

  var moment =  require('moment');
  // Access properties off the request like headers, query or body:
  var body = request.body;
  var transaction = body.data;

  if (transaction.decline_reason) {
    return {
      message: "Transaction not added"
    }
  }

  var fieldBookRow = {
    mondo_id: transaction.id,
    date: moment(transaction.created).format('DD/MM/YYYY'),
    category: transaction.category,
    description: transaction.description,
    amount: -(transaction.amount/100),
    notes: transaction.notes,
  };

  var merchant = transaction.merchant;
  if (merchant) {
    fieldBookRow.merchant = merchant.name;
    
    if (merchant.address && merchant.address.country) {
      fieldBookRow.country = merchant.address.country;
    }
    
    if (merchant.metadata && merchant.metadata.suggested_tags) {
      fieldBookRow.suggested_tag= merchant.metadata.suggested_tags;
    }
  }

  return client.create('transactions', fieldBookRow)
    .then(function(res){
      return {
        message: "OK!",
      };
    })
}

2. mondoHook.json

{
  "type": "transaction.created",
  "data": {
    "id": "tx_0000xxxxxkxyyyyxxxxxx",
    "created": "2016-04-12T20:00:12.123Z",
    "description": "PP*12351246            12351235   GBR",
    "amount": -100,
    "currency": "GBP",
    "merchant": {
      "id": "merch_0000978K6gf9zRcntcoZ17",
      "group_id": "grp_0000978K6ggvsqmaTv6Lez",
      "created": "2016-04-12T20:00:12.314Z",
      "name": "Example Merchant",
      "logo": "",
      "emoji": "",
      "category": "general",
      "online": true,
      "atm": false,
      "address": {
        "short_formatted": "Somewhere in TW9 1EH",
        "formatted": "35314369001 TW9 1EH, United Kingdom",
        "address": "",
        "city": "35314369001",
        "region": "",
        "country": "GBR",
        "postcode": "TW9 1EH",
        "latitude": 53,
        "longitude": -2.43,
        "zoom_level": 5,
        "approximate": true
      },
      "updated": "2016-04-12T20:00:12.314Z",
      "metadata": {
        "created_for_merchant": "merch_0000978K6gf9zRcntcoZ17",
        "created_for_transaction": "tx_0000xxxxxkxyyyyxxxxxx",
        "suggested_tags": "#business"
      }
    },
    "notes": "",
    "metadata": {},
    "account_balance": 100000,
    "attachments": null,
    "category": "general",
    "is_load": false,
    "settled": "",
    "local_amount": -100,
    "local_currency": "GBP",
    "updated": "2016-04-12T20:00:12.251Z",
    "account_id": "acc_00000000000111100000",
    "counterparty": {},
    "scheme": "gps_mastercard",
    "dedupe_id": "lalskdnglkasndg",
    "originator": false
  }
}

3. mondoBatchProcessCodelet.js

// A codelet is a snippet of code that creates a new endpoint in your book's API.
// https://github.com/fieldbook/api-docs/blob/master/codelets.md

// This is for batch imports.
// after you download a list of transactions, then send it to Fieldbook
// e.g. first time you set up your fieldbook sheet

exports.endpoint = function (request, response, done) {

  var moment =  require('moment');
  // Access properties off the request like headers, query or body:
  var body = request.body;

  var transactions = body.transactions;


  transactions.map(function mapToSheet(transaction) {

    // Use the pre-initialized client to access your book (this returns a promise):
    var fieldBookRow = {
      mondo_id: transaction.id,
      date: moment(transaction.created).format('l'),
      category: transaction.category,
      description: transaction.description,
      amount: -(transaction.local_amount/100),
      notes: transaction.notes,
    };

    if (transaction.merchant) {
      fieldBookRow.merchant = transaction.merchant.name;
    }

    client.create('transactions', fieldBookRow)

  })

  return {message: 'Ok!'};
}