Create or Run Transaction Categorization Rule
The Create or Run Transaction Categorization Rule endpoint is used to: <br>Create transaction categorization rules for both system and user-defined categories.<br>Run all the transaction categorization rules to categorize transactions by calling the endpoint with action=run as the query parameter. <br><br>The input body parameters to create transaction categorization rules follow:<br> categoryId - This field is mandatory and numeric<br> priority - This field is optional and numeric. Priority decides the order in which the rule gets applied on transactions.<br> ruleClause - This field is mandatory and should contain at least one rule<br> field - The value can be description or amount<br><br> If the field value is description then,<br> 1. operation - value can be stringEquals or stringContains<br> 2. value - value should be min of 3 and max of 50 characters<br><br> If the field value is amount then, <br> 1. operation - value can be numberEquals, numberLessThan, numberLessThanEquals, numberGreaterThan or numberGreaterThanEquals<br> 2. value - min value 0 and a max value of 99999999999.99 is allowed<br>The HTTP response code is 201 (Created Successfully).
Query parameters
To run rules, pass action=run. Only value run is supported
rules(JSON format) to categorize the transactions
Response
Created Successfully