I am successfully pulling transactional data, but all transactions have a categoryLevelId of 3. In the getUserTransactionCategories API, I see one item containing a childCategory block with items listed as categoryLevelId: 4.
How do I access user transactions with more in-depth categorization data? For example, I have a transaction with a merchantName of "Dunkin' Donuts". This is a coffee shop, so I'd like to be able to differentiate this transaction from a dine-out restaurant.
I have tried a competing aggregator (Plaid). They have the same concept of supercategories, categories, and subcategories. These are the categories they support. Is there something like that with Yodlee?
categoryLevelId:4 is a sub category created by the user.
This means user can create sub-categories under a specific category and re-categorize transactions to that specific category, Yodlee will learn that and onward transactions for that users having the same description keywords will be categorised.
Related
I installed an add-on for bulk action (called ba_importer v 1.1.24), I upload an Excel file with my data and create a group of products.
I can set the categories' tree or manually add ID of main categories and associated. I tried with no luck to use the tree features (like Home/Products/etc) and so I use all the ID of main category and all the associated. The result is a product with the correct categories set, but with no specific price from the customer group linked to a category.
I tried to edit a single product, remove all categories and set it one by one (set one, save, set one, save etc.) and then the specific price from the group linked to a category appears to the product.
Is there a better solution? I'm thinking about make a personal PHP page that reads an Excel file and sets all the information about the product, but I'm scared to face the same problem with the specific price.
There is no such thing as "category-related specific price",
if you have specific prices tied to customer groups , these are created as a result of the add/update product action with ps_specific_price DB entries having id_group with your restricted ID.
It is likely that the bulk module acts directly with DB queries to speed up things and bypasses this operation, I've seen this behaviour with those kind of modules in the past.
Since you are talking of a paid add-on, I would definitely seek help from the developer.
Anyone know if it's possible to retrieve the customer name related to a transaction from the API?
I see it under "Paid by" if I follow the "payment_url" in the connect v1 https://connect.squareup.com/v1/{{location_id}}/payments/{{payment_id}} endpoint but can't see to find it anywhere else
Background: I'm working on a ticketing system that breaks out items by item_category so a kitchen gets only food items and the bar gets only drink items.
I have queues and itemized tickets by category BUT I can't seem to find the customer's name anywhere
You'll need to utilize the V2 Transactions API. When you call ListTransactions or RetrieveTransaction (ListTransactions), the Transaction object will have an array of Tenders, tenders, which has a field called customer_id. With this id, you will be able to pass it to RetrieveCustomer (RetrieveCustomer) to find out their name. Note that if you're not explicitly filling out their name, the name might not be available (an "instant profile" (Instant Profiles) will be created with whatever information can be retrieve from the card used to pay).
Update: Alternatively, as suggested by #Dan, would be to strip the payment_url from a V1 RetrievePayment (RetrievePayment) which includes the transaction_id at the end of the URL: https://squareup.com/dashboard/sales/transactions/TRANSACTION_ID. This is more efficient as you won't need to loop through transactions, and allow you to send it straight to RetrieveTransaction.
I'm using Xero's private API to export bank transactions (so I can automate a bunch of financial reporting).
Retrieving the transactions works well (as documented here https://developer.xero.com/documentation/api/banktransactions) but this endpoint doesn't return the account field associated with each transaction, which I want to use to group the transactions into e.g. "Cost of sale", "Operating expenses" and so on.
Does anyone know of a way to find the account for a given transaction via the API?
Further info:
If the transaction contains line items, then the account associated with each line item is returned by the endpoint above. I'm mostly interested in transactions that do not include line items (the LineItems field is an empty array)
Most of the transactions i'm working with are of the "Spend Money" type
I'm currently using pyxero SDK, but open to other options
The account field is present in Xero's web interface, and on the CSV export available from the web interface.
Our contacts in Xero don't have default accounts.
It is the LineItems of Bank Transactions that have AccountCodes associated with them and I've not been able to find a bank transaction record without a line item in the data I have available to me.
Is it possible that you are not implementing paging? From the bank transactions documentation you linked to above:
Paging BankTransactions (recommended)
To utilise paging, append a page parameter to the URL e.g. ?page=1. If there are 100 records in the response you will need to check if there is any more data by fetching the next page e.g ?page=2 and continuing this process until no more results are returned.
By using paging all the line item details for each bank transaction are returned which may avoid the need to retrieve each individual bank transaction.
I'm not familiar with the pyXero implementation, but it looks like they support Xero paging. From the pyXero readme:
# Grab 100 invoices created after 01-01-2013
xero.invoices.filter(since=datetime(2013, 1, 1), page=1)
I am a student (so I am pretty new to all of this stuff) trying to create a database for a coffee shop that uses Square for their register and website. I want the database to update with all the information from a transaction every time one is completed.
I have a webhook that gets me the IDs every time a transaction completes, I can send the transaction ID to the Square API with an http request and get back information about the payment, but I still cannot figure out how to get the rest of the transaction information. We want to query the database about what kinds of items are being sold when and with what modifiers, but so far the only way I can get that is through downloading a csv file with the item line information from the Square Dashboard.
If there is a way to get the line item information in some kind of way that can be automatically added to the database, I would really appreciate the help. I have been looking for a solution and cannot find it on my own.
For in-person payments the only way to see itemizations is to use V1 ListPayments (or RetrievePayment).
In order to see itemizations for online payments, you must utilize Square's Orders API. The workflow would be:
Create an order (CreateOrder) with line_items (can be ad-hoc, or use Catalog ids). Save the order_id for the next step.
When calling Charge, pass in the order_id from the previous step.
Once you are successfully attaching the order_id's, when you retrieve a transaction you will be able to call the BatchRetrieveOrders endpoint with the order_id to see the itemizations.
References:
V1 Payments
Orders Overview
Orders Reference
In xero, if we create a contact. Using that contact we perform couple of sales invoice and purchase bills and few of them get paid. Now I want to obtain the list of the invoices groupedBy ContactID in php
Xero have recently released functionality that allows this in an easy way.
You can use the ContactIDs query parameter on the invoices endpoint like the following:
GET ../Invoices?ContactIDs=623e392d-7402-40e4-a54c-fdf29783e9a4
You can also do this for more than one ContactID by supplying a comma separated list of ContactIDs.
You can find more information about this in this handy blog post