# Convert a document Convert one document and receive its results. Endpoint: POST /makecsv Version: 1.5 Security: ## Path parameters: - `version` (string, required) The version of the API. Enum: "1.0", "1.1", "1.2", "1.3", "1.4", "1.5" ## Request fields (multipart/form-data): - `appnumber` (string, required) Customer-provided identifier for the application. Example: "ACME Widgets" - `pdf-filename` (string) The file to upload. Accepts all supported file types, not just PDFs. This property may be repeated to upload multiple files at once. Either or is required. - `webhook` (string) A URL for Insights to call with the conversion results. Example: "https://yourdomain.com/webhook.php" - `accounttype` (string) The type of document. The choices are , , , , or . Enum: "Bank", "CCard", "MTJson", "Plaid", "applicationForm", "autoDetect" - `jsondata` (string) Use this field when sending a JSON text in Plaid Asset Report or [MoneyThumb format](https://docs.moneythumb.com/pdf-insights/moneythumb-format/mtjson_example). When setting this field, also set the field to the appropriate corresponding value, or . Either or is required. - `language` (string) The language of a statement. Uses ISO abbreviations: , , , , , , . Only needed when the statement isn't in English. - `readUSdates` (boolean) Reads US dates. Set to for US Date format (M-D-Y). Set to for D-M-Y. - `writeUSdates` (boolean) Writes US dates. Set to for US Date format (M-D-Y). Set to for D-M-Y. Set to if you need Euro dates returned as US dates. - `firstpage` (integer) The first page number to process (if not page 1). - `lastpage` (integer) The last page number to process (if not the last page in document). - `yearoverride` (integer) Sets the year of the statement. - `alloweddiff` (integer) Sets the value for allowing small balance differences to be ignored. Default is . A value such as would mark the statement as reconciled if the balances were accurate within . - `logtype` (string) Sets the type of log to create. The choices are , or . - `combinelines` (boolean) Combines description lines into one long description. - `noneedalphas` (boolean) Recognizes strictly numeric transaction descriptions. - `spacingfactor` (number) Adjusts how much distance is considered a space. - `doocrfile` (boolean) Run OCR. Use with caution. Intended for manual use. Set to when initial processing of a statement does not return correct results. - `neverocr` (boolean) Never runs OCR. Set to to never run OCR. - `asyncocr` (boolean) Only set to to have an email sent at the completion of an OCR conversion. - `accountseqno` (integer) For statements with multiple accounts, set which accounts to process. Set to to process all accounts. To process a specific account, use the integer that corresponds to order of appearance for that account. For example, to process the 2nd account, use . - `monthseqno` (integer) For files with multiple statements, set which statement to process. Set to to process all statements. To process a specific statement, use the integer that corresponds to order of appearance for that statement. For example, to process the 2nd statement, use . - `readempty` (boolean) Set to to show statements with no transactions. - `finduntrue` (boolean) Set to to automatically find untrue transactions. - `customerid` (string) TODP The reseller customer ID. - `schema` (string) Use when running a Plaid JSON file. Required to get results for Plaid json files. - `fixedcolumns` (boolean) Sets whether standard CSV columns are used. If not set, then the columns will appear in the same order found in the PDF file. ## Response 200 fields (application/json): - `appnumber` (string) Customer-provided identifier for the application. Example: "ACME Widgets" - `pdf-filename` (string) The file to upload. Accepts all supported file types, not just PDFs. This property may be repeated to upload multiple files at once. Either or is required. - `webhook` (string) A URL for Insights to call with the conversion results. Example: "https://yourdomain.com/webhook.php" - `accounttype` (string) The type of document. The choices are , , , , or . Enum: "Bank", "CCard", "MTJson", "Plaid", "applicationForm", "autoDetect" - `jsondata` (string) Use this field when sending a JSON text in Plaid Asset Report or [MoneyThumb format](https://docs.moneythumb.com/pdf-insights/moneythumb-format/mtjson_example). When setting this field, also set the field to the appropriate corresponding value, or . Either or is required. - `language` (string) The language of a statement. Uses ISO abbreviations: , , , , , , . Only needed when the statement isn't in English. - `readUSdates` (boolean) Reads US dates. Set to for US Date format (M-D-Y). Set to for D-M-Y. - `writeUSdates` (boolean) Writes US dates. Set to for US Date format (M-D-Y). Set to for D-M-Y. Set to if you need Euro dates returned as US dates. - `firstpage` (integer) The first page number to process (if not page 1). - `lastpage` (integer) The last page number to process (if not the last page in document). - `yearoverride` (integer) Sets the year of the statement. - `alloweddiff` (integer) Sets the value for allowing small balance differences to be ignored. Default is . A value such as would mark the statement as reconciled if the balances were accurate within . - `logtype` (string) Sets the type of log to create. The choices are , or . - `combinelines` (boolean) Combines description lines into one long description. - `noneedalphas` (boolean) Recognizes strictly numeric transaction descriptions. - `spacingfactor` (number) Adjusts how much distance is considered a space. - `doocrfile` (boolean) Run OCR. Use with caution. Intended for manual use. Set to when initial processing of a statement does not return correct results. - `neverocr` (boolean) Never runs OCR. Set to to never run OCR. - `asyncocr` (boolean) Only set to to have an email sent at the completion of an OCR conversion. - `accountseqno` (integer) For statements with multiple accounts, set which accounts to process. Set to to process all accounts. To process a specific account, use the integer that corresponds to order of appearance for that account. For example, to process the 2nd account, use . - `monthseqno` (integer) For files with multiple statements, set which statement to process. Set to to process all statements. To process a specific statement, use the integer that corresponds to order of appearance for that statement. For example, to process the 2nd statement, use . - `readempty` (boolean) Set to to show statements with no transactions. - `finduntrue` (boolean) Set to to automatically find untrue transactions. - `customerid` (string) TODP The reseller customer ID. - `schema` (string) Use when running a Plaid JSON file. Required to get results for Plaid json files. - `fixedcolumns` (boolean) Sets whether standard CSV columns are used. If not set, then the columns will appear in the same order found in the PDF file. ## Response 400 fields (application/json): - `error` (string) Example: "No file found to process" ## Response 401 fields (application/json): - `error` (string) Example: "Bad token" ## Response 429 fields (application/json): - `error` (string) Example: "An identical file has been uploaded to this application too many times." ## Response 500 fields (application/json): - `error` (string) Example: "Encountered an unknown error. It has been reported. Please contact support@moneythumb.com for any questions." - `requestId` (string) Unique identifier for the request, useful for tracing. ## Response 503 fields (application/json): - `error` (string) Example: "Service unavailable"