Create expectations

POST /api/v1/statement-transaction/create-expectations
Personal access token & O auth2

Bulk action create expectations for incoming statement transactions. Useful when a provider statement has historic transactions which Plannr has not generated the expectations for. The client and policy for this transactions must exist within Plannr.

Headers

application/json

Body Required

  • statement_transactions array[string] Required

    Array of unreconciled statement transactions to bulk create matching expectations.

Responses

POST /api/v1/statement-transaction/create-expectations 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/statement-transaction/create-expectations' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"statement_transactions":["40dc8e47-b9a5-41db-b9ee-ec107ed9d315","5fc444e5-22de-4cde-9a15-b33563a055ab"]}'
Request examples 
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "statement_transactions": [
    "40dc8e47-b9a5-41db-b9ee-ec107ed9d315",
    "5fc444e5-22de-4cde-9a15-b33563a055ab"
  ]
}