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

  • X-PLANNR-ACCOUNT-UUID string
application/json

Body Required

  • statement_transactions array[string] Required

    Array of unreconciled statement transactions to bulk create matching expectations.

Responses

  • 204
POST /api/v1/statement-transaction/create-expectations 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/statement-transaction/create-expectations' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"statement_transactions":["6e97fd4d-0b36-432a-9652-873a5a47e358","93845050-0658-4872-823d-701395171c9c"]}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "statement_transactions": [
    "6e97fd4d-0b36-432a-9652-873a5a47e358",
    "93845050-0658-4872-823d-701395171c9c"
  ]
}