Yodlee API wrapper for Salesforce.com's Apex Language

Metadata API Installation

$ git clone [email protected]:cloudanswers/salesforce-yodlee.git
$ cd salesforce-yodlee
$ SALESFORCE_USERNAME=xxx SALESFORCE_PASSWORD=YYY SALESFORCE_URL=https://login.salesforce.com ant deploy

Unmanaged Package Install

TODO link here

Usage

The Yodlee class is a global class which allows you to use it in any apex code.

Authentication using Cobrand Credentials

Yodlee requires a cobSessionToken before we can access the API. Get your credentials at developer.yodlee.com.

String username = 'xxx';
String password = 'yyy';
Yodlee y = new Yodlee(username, password);

Register a user (unless you're in developer mode, then you only get 5 that are automatically created for you)

Yodlee uses the standard oauth authentication flow in order to allow apps to act on a user's behalf. The API provides a convenience method to help you authenticate your users.

y.register(
	// TBD, not able to register when trialing the yodlee api, only when live
);

Using the API, GET User Accounts

Returns the information related to the specified accounts aggregated by the User: Yodlee Docs

Yodlee.Account[] yAccounts = y.getAccounts();

GET User Transactions

Executes a transaction search and returns the first page result: Yodlee Docs

yodlee.getTransactions(accessToken, {
  containerType: 'All',
  higherFetchLimit: 500,
  lowerFetchLimit: 1,
  resultRangeEndNumber: 60,
  resultRangeStartNumber: 1,
  searchFilterCurrencyCode: 'GBP',
  ignoreUserInput: true
})
  .then(function(response) {})
  .catch(function(error) {});

Contributing

Unit tests

Common sense github; fork and pull to master branch.

License

MIT © James Sullivan, CloudAnswers