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":["9c593859-87ea-43b0-b013-a428a32520d7","e196aa2d-f928-479a-9e40-f61c4ffad4d9"]}'
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": [
    "9c593859-87ea-43b0-b013-a428a32520d7",
    "e196aa2d-f928-479a-9e40-f61c4ffad4d9"
  ]
}