Update Transactions Category

POST

/public/v3/customers/{customer_id}/transaction_categorisation/{account_type}

Update transactions with new category id. Use this endpoint to change default transaction category classification.

Please obtain the right category_id from Categories endpoint

Parameters

Parameter	Data type	Required?	Description
customer_id	string	yes	Customer ID
account_type	string	yes	Account type: Personal or Business

Query parameters

none

Request Body Parameters

Parameter	Data type	Required?	Description
category_changes	Array	yes	An array of transaction lists for different categories
category_id	string	yes	Category ID that you want to change transactions for
transaction_ids	Array	yes	Array of transaction ids to change

Response Body Parameters

Parameter	Data type	Required?	Description
success	string	yes	Additional information about save status

Request example

curl --location --request PATCH 'https://api.friendlyscore.com/public/v3/customers/{customer_id}/transaction_categorisation/{account_type}' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {access_token}' \
--data-raw '{
  "category_changes": [
    {
      "category_id": "Cash Withdrawal",
      "transaction_ids": [
           "1367274",
           "1367275"
           "1367276"
      ]
    }
  ]
}'

Response example:

1
2
3

{
    "success": "Saved"
}

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