# Upload a bank statement CSV.

**POST /api/v1/bank-statement/upload**




## Servers
- https://api.plannrcrm.com: https://api.plannrcrm.com ()


## Authentication methods
- Personal access token & O auth2


## Parameters
### Headers
- **X-PLANNR-ACCOUNT-UUID** (string)




### Body: application/json (object)

- **statement_uuid** (string(uuid))
  Payment period statement UUID, must be unlocked.
- **date** (string(date))
  Bank statement date
- **reference** (string)
  Statement reference given by bank
- **bank_transactions** (array)
  An array of payments. Required data are amount, If transaction date is not provided it will use the bank statement date. All amounts must be in pennies. Can also provide extra metadata which can be the rest of the columns of the bank statement.
- **filename** (string)
  Filename of the CSV import payments.


## Responses
### 200


#### Body: application/json (object)
- **uuid** (string)
  The UUID of the resource.
- **created_at** (string)
  The timestamp of when the resource was created.
- **updated_at** (string)
  The timestamp of when the resource was updated.
- **client_name** (string)
  Client name
- **transaction_reference** (string)
  Unique statement transactions reference assigned by the provider
- **policy_number** (string)
  Provider reference of the plan the statement transactions belongs to
- **date** (string)
  Date of when the provider received the statement transactions
- **gross_amount** (object)
  Gross amount
- **net_amount** (object)
  Net amount
- **category** (string)
  Expected payment category for accurate reporting
- **payment_origin** (string)
  Who is expected to pay this statement transactions
- **agency_number** (string)
  Agency number
- **product_reference** (string)
  Product reference
- **adviser_name** (string)
  Adviser name
- **sender_id_sib_number** (string)
  Sender id sib number
- **reason** (string)
  Reason
- **scheme_name** (string)
  Scheme name
- **scheme_number** (string)
  Scheme number
- **customer_number** (string)
  Customer number
- **policy_market_value** (string)
  Policy market value
- **provider** (string)
  Provider this statement transaction belongs to if provided
- **provider_statement** (object)
  Provider statement this statement transaction belongs to
- **metadata** (object)
  Any metadata that was saved during a CSV import for statement transactions
- **expectation** (object)
  The expectation that the statement transaction has been reconciled against
- **bank_transactions** (array[object])
  The bank payments used to reconcile this statement transaction
- **statement** (object)
  The statement period this statement transaction belongs to
- **account** (object)
  Account that created this statement transaction
- **firm** (object)
  Firm this statement transaction belongs to


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