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Trace Transaction To Account Detail

A 3-step recipe with Ramp. We can help you get access.

Recipe · 3 steps

Trace Transaction To Account Detail

with Ramp · Financial Management

List transactions, retrieve the first in full, and list accounts for coding.

  1. List transactions for the date window and capture the first transaction's id.
  2. Retrieve the full record of the first transaction to read its merchant and category hint.
  3. List general ledger accounts so the retrieved transaction can be coded to the appropriate account.
What you'll need to have ready
  • accessToken: OAuth2 client-credentials bearer token with transactions:read and accounting:read scopes.
  • fromDate: Inclusive lower bound for the transaction window (YYYY-MM-DD).
  • toDate: Inclusive upper bound for the transaction window (YYYY-MM-DD).
For your developer

Arazzo workflow ramp:trace-transaction-to-account-detail, 3 operations: listTransactions → getTransaction → listAccountingAccounts. Specs on APIs.io.

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