Categorize Transaction To Account
A 2-step recipe with Ramp. We can help you get access.
Recipe · 2 steps
Categorize Transaction To Account
with Ramp · Financial Management
Retrieve a transaction and the chart of accounts needed to categorize it.
- Retrieve the transaction and capture its merchant, amount, and the Ramp-supplied category hint used to suggest a general ledger account.
- List the organization's general ledger accounts so the transaction can be matched to an account by classification or code.
What you'll need to have ready
- accessToken: OAuth2 client-credentials bearer token with transactions:read and accounting:read scopes.
- transactionId: The id of the transaction to categorize.
- pageSize: Number of general ledger accounts to request per page.
For your developer
Arazzo workflow ramp:categorize-transaction-to-account, 2 operations: getTransaction → listAccountingAccounts. Specs on APIs.io.