Create expectations

POST /api/v1/statement-transaction/create-expectations
Personal access token & OAuth2

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":["d0305121-6190-45bb-9c01-51ecddb58183","8636b812-1dd5-4429-94c1-3aa9597d4f64"]}'
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": [
    "d0305121-6190-45bb-9c01-51ecddb58183",
    "8636b812-1dd5-4429-94c1-3aa9597d4f64"
  ]
}