code-simpleIssuer API

Below is our API that is available to Issuers with an active Issuer account and their Offering's API key. Our production base URL is: http://api.issuance.com/ Our development base URL is: http://django-dev.issuance-dev.com/

get

API endpoint displaying Investments.

Authorizations
AuthorizationstringRequired

Api Key permission with required prefix "Api-Key"

Query parameters
amountnumberOptional
amount__gtnumberOptional
amount__gtenumberOptional
amount__innumber[]Optional

Multiple values may be separated by commas.

amount__ltnumberOptional
amount__ltenumberOptional
created_atstring · date-timeOptional
created_at__date__gtestring · dateOptional
created_at__date__ltestring · dateOptional
created_at__gtestring · date-timeOptional
created_at__instring · date-time[]Optional

Multiple values may be separated by commas.

created_at__ltestring · date-timeOptional
idintegerOptional
id__ininteger[]Optional

Multiple values may be separated by commas.

investmentapproval__is_approvedbooleanOptional
investmentapproval__is_approved__inboolean[]Optional

Multiple values may be separated by commas.

investorintegerOptional
investor__entityintegerOptional
investor__entity__emailstringOptional
investor__entity__email__instring[]Optional

Multiple values may be separated by commas.

investor__entity__isnullbooleanOptional
investor__entity__kyc_statusstring · enumOptional
  • unverified - Unverified
  • processing - Processing
  • passed - Passed
  • failed - Failed
Possible values:
investor__entity__kyc_status__instring[]Optional

Multiple values may be separated by commas.

investor__ininteger[]Optional

Multiple values may be separated by commas.

investor__typestring · enumOptional
  • person - Person
  • company - Company
  • trust - Trust
  • trust_ira - Trust Ira
Possible values:
investor__type__instring[]Optional

Multiple values may be separated by commas.

investor__userintegerOptional
investor__user__emailstringOptional
investor__user__email__instring[]Optional

Multiple values may be separated by commas.

investor__user__entity__entityperson__first_namestringOptional
investor__user__entity__entityperson__first_name__instring[]Optional

Multiple values may be separated by commas.

investor__user__entity__entityperson__last_namestringOptional
investor__user__entity__entityperson__last_name__instring[]Optional

Multiple values may be separated by commas.

investor__user__ininteger[]Optional

Multiple values may be separated by commas.

offeringintegerOptional
offering__ininteger[]Optional

Multiple values may be separated by commas.

offering__namestringOptional
offering__name__instring[]Optional

Multiple values may be separated by commas.

offering__slugstringOptional
offering__slug__instring[]Optional

Multiple values may be separated by commas.

orderingstringOptional

Which field to use when ordering the results.

pageintegerOptional

A page number within the paginated result set.

page_sizeintegerOptional

Number of results to return per page.

payment_methodstringOptional
payment_method__instring[]Optional

Multiple values may be separated by commas.

processed_atstring · date-timeOptional
processed_at__date__gtestring · dateOptional
processed_at__date__ltestring · dateOptional
processed_at__gtestring · date-timeOptional
processed_at__instring · date-time[]Optional

Multiple values may be separated by commas.

processed_at__isnullbooleanOptional
processed_at__ltestring · date-timeOptional
processing_issue_statusesstringOptional
processing_issue_statuses__containsstringOptional
processing_issue_statuses__instring[]Optional

Multiple values may be separated by commas.

processing_issue_statuses__startswithstringOptional
quantityintegerOptional
quantity__ininteger[]Optional

Multiple values may be separated by commas.

reference_idstringOptional
reference_id__instring[]Optional

Multiple values may be separated by commas.

requested_payment_methodstring · enumOptional
  • card - Card
  • wire - Wire
  • ira - IRA
  • other - ACH
  • crypto - Crypto
Possible values:
requested_payment_method__instring[]Optional

Multiple values may be separated by commas.

searchstringOptional

A search term.

shares_amountnumberOptional
shares_amount__gtnumberOptional
shares_amount__gtenumberOptional
shares_amount__innumber[]Optional

Multiple values may be separated by commas.

shares_amount__ltnumberOptional
shares_amount__ltenumberOptional
statusstring · enumOptional
  • started - Started
  • not_received - Not Received
  • payment_failed - Payment Failed
  • received - Received
  • cancelled - Cancelled
  • refunded - Refunded
  • invested - Invested
  • approved - Approved
  • not_approved - Not Approved
  • accepted - Accepted
  • accepted_escrow_closed - Accepted Escrow Closed
Possible values:
status__instring[]Optional

Multiple values may be separated by commas.

updated_atstring · date-timeOptional
updated_at__date__gtestring · dateOptional
updated_at__date__ltestring · dateOptional
updated_at__gtestring · date-timeOptional
updated_at__instring · date-time[]Optional

Multiple values may be separated by commas.

updated_at__ltestring · date-timeOptional
watchlistentity__has_hitsbooleanOptional
watchlistentity__has_hits__inboolean[]Optional

Multiple values may be separated by commas.

Responses
chevron-right
200Success
application/json
get
/api/investments/
200Success
get

API endpoint displaying Investments.

Authorizations
AuthorizationstringRequired

Api Key permission with required prefix "Api-Key"

Path parameters
idintegerRequired

A unique integer value identifying this investment.

Responses
chevron-right
200Success
application/json
get
/api/investments/{id}/
200Success
get

Return the investment statuses.

Example response: { "success": true, "message": "", "data": { "statuses": [ { "value": "received", "label": "Received", } ] } }

Authorizations
AuthorizationstringRequired

Api Key permission with required prefix "Api-Key"

Responses
chevron-right
200Success
application/json
get
/api/investments/statuses/
200Success
get

Return an investment summary for the provided filters.

Authorizations
AuthorizationstringOptional

Token-based authentication using Firebase ID Token

Responses
chevron-right
200Success
application/json
get
/api/investments/summary/
200Success
get

List all the values of the provided fields.

Query Parameters: field: the comma-separated list of fields to query.

Authorizations
AuthorizationstringRequired

Api Key permission with required prefix "Api-Key"

Query parameters
Responses
chevron-right
200Success
application/json
get
/api/investments/values/
200Success
get

Management of Investors.

Authorizations
AuthorizationstringRequired

Token-based authentication using Firebase ID Token

Query parameters
idintegerOptional
id__ininteger[]Optional

Multiple values may be separated by commas.

orderingstringOptional

Which field to use when ordering the results.

pageintegerOptional

A page number within the paginated result set.

page_sizeintegerOptional

Number of results to return per page.

searchstringOptional

A search term.

typestring · enumOptional
  • person - Person
  • company - Company
  • trust - Trust
  • trust_ira - Trust Ira
Possible values:
type__instring[]Optional

Multiple values may be separated by commas.

userintegerOptional
user__ininteger[]Optional

Multiple values may be separated by commas.

user__thirdpartyissueruser__emailstringOptional
user__thirdpartyissueruser__email__instring[]Optional

Multiple values may be separated by commas.

Responses
chevron-right
200Success
application/json
get
/api/investors/
200Success
get

Management of Investors.

Authorizations
AuthorizationstringRequired

Token-based authentication using Firebase ID Token

Path parameters
idintegerRequired

A unique integer value identifying this investor.

Responses
chevron-right
200Success
application/json
Responseone of
or
or
or
get
/api/investors/{id}/
200Success
get

List all the values of the provided fields.

Query Parameters: field: the comma-separated list of fields to query.

Authorizations
AuthorizationstringRequired

Token-based authentication using Firebase ID Token

Query parameters
Responses
chevron-right
200Success
application/json
get
/api/investors/values/
200Success
get

Management of Offerings.

Authorizations
AuthorizationstringRequired

Api Key permission with required prefix "Api-Key"

Query parameters
archivedbooleanOptional
archived__inboolean[]Optional

Multiple values may be separated by commas.

idintegerOptional
id__ininteger[]Optional

Multiple values may be separated by commas.

issuerintegerOptional
issuer__archivedbooleanOptional
issuer__archived__inboolean[]Optional

Multiple values may be separated by commas.

issuer__ininteger[]Optional

Multiple values may be separated by commas.

namestringOptional
name__containsstringOptional
name__instring[]Optional

Multiple values may be separated by commas.

opened_atstring · date-timeOptional
opened_at__instring · date-time[]Optional

Multiple values may be separated by commas.

orderingstringOptional

Which field to use when ordering the results.

pageintegerOptional

A page number within the paginated result set.

page_sizeintegerOptional

Number of results to return per page.

searchstringOptional

A search term.

slugstringOptional
slug__containsstringOptional
slug__instring[]Optional

Multiple values may be separated by commas.

statusstring · enumOptional
  • incomplete - Imcomplete
  • pending - Pending
  • opened - Opened
  • closed - Closed
  • paused - Paused
Possible values:
status__containsstringOptional
status__instring[]Optional

Multiple values may be separated by commas.

typestring · enumOptional
  • reg_a - Regulation A
  • reg_d_506b - Regulation D 506(b)
  • reg_d_506c - Regulation D 506(c)
  • reg_s - Regulation S
  • reg_cf - Regulation Crowdfunding
  • test_the_waters - Test The Waters
Possible values:
type__containsstringOptional
type__instring[]Optional

Multiple values may be separated by commas.

Responses
chevron-right
200Success
application/json
get
/api/offerings/
200Success
get

Management of Offerings.

Authorizations
AuthorizationstringRequired

Api Key permission with required prefix "Api-Key"

Path parameters
idintegerRequired

A unique integer value identifying this offering.

Responses
chevron-right
200Success
application/json
get
/api/offerings/{id}/
200Success
get

Management of users.

Authorizations
AuthorizationstringRequired

Token-based authentication using Firebase ID Token

Query parameters
idintegerOptional
id__ininteger[]Optional

Multiple values may be separated by commas.

orderingstringOptional

Which field to use when ordering the results.

pageintegerOptional

A page number within the paginated result set.

page_sizeintegerOptional

Number of results to return per page.

searchstringOptional

A search term.

thirdpartyissueruser__emailstringOptional
thirdpartyissueruser__email__instring[]Optional

Multiple values may be separated by commas.

Responses
chevron-right
200Success
application/json
get
/api/users/
200Success
post

Management of users.

Authorizations
AuthorizationstringRequired

Token-based authentication using Firebase ID Token

Body

Management of User Creation.

idintegerRead-onlyRequired
emailstring · email · max: 255Required
passwordstringWrite-onlyRequired

Password Write-only attribute.

Responses
post
/api/users/
201Success
get

Management of users.

Authorizations
AuthorizationstringRequired

Token-based authentication using Firebase ID Token

Path parameters
idintegerRequired

A unique integer value identifying this user.

Responses
chevron-right
200Success
application/json
get
/api/users/{id}/
200Success
patch

Management of users.

Authorizations
AuthorizationstringRequired

Token-based authentication using Firebase ID Token

Path parameters
idintegerRequired

A unique integer value identifying this user.

Body

Management of User Creation.

idintegerRead-onlyOptional
emailstring · email · max: 255Optional
passwordstringWrite-onlyOptional

Password Write-only attribute.

Responses
chevron-right
200Success
application/json
patch
/api/users/{id}/
200Success

Last updated