I using the executeUserSearchRequest to get transactions for bank,credit etc.
But I'm not able to get Bill Pay transactions.
Should I not be using this method to retrieve the lines, or perhaps I'm doing the search wrong. I know the account I'm using does contain lines as I've verified using another application that uses the yodlee api;s.
I using these settings
ContainerType: All
SplitType : ALL_TRANSACTION
transactionSearchRequest.searchFilter.itemAccountId.identifier = 9999999
where 99999 is the itemaccountid
all other values are defaults from the API testing tool
https://developer.yodlee.com/Aggregation_API/Aggregation_Services_Guide/Aggregation_REST_API_Reference/executeUserSearchRequest
You should be able to retrieve transactions for billpay using the same API i.e., executeUserSearchRequest. Please remove itemAccountId.identifier and try to get transactions, it will return transactions for all accounts.
You can then verify is transactions for your billpay account is present or not.
If you want transactions for specific account then you can first call getItemSummariesForSite API to get the account level details for the added account and from there you can use the itemAccountId and pass it on to executeUserSearchRequest API.
If you still face any problem, please share your memSiteAccId over our chat support and we will be able to help you.
Related
I'm working on a startup and we plan to use Plaid API or Yodlee for banking data aggregation ie credit history and previous transactions. I wanted to know about the data policy of these services from a fellow programmer who has worked on it. The sales guys give a pretty garbled view.
My questions are mainly
If one of my users had previously given their data to these
aggregators (ie maybe used Yodlee for mint) do they have to put in
each of their bank login details again if they use my service or do
they have a sort of user profile with which they can authorize my
app to view the data stored in their service.
Does Plaid API/Yodlee use the data I generate for its own uses and
do my users owe these data to these services and not me?
If I want to move out do they still hold my users data (the bank
accounts they have signed up with)as a profile on their desk?
PS: I think this question follows SO's policy but feel free to correct me if not.
Is there a way to get transactions for all container accounts that belong to a specific site aggregated using Yodle APIs?
For example, the American Express Cards (siteId: 12) have bank, credits, loans and etc enabled containers.
So, can we get the transactions for all enabled container accounts for a single site?
If you mean to ask this- "Is there a way to get transactions for all the accounts(all containers) belongs to a particular site?" Then.
Yodlee provides two ways to get the transactions.
Getting transactions for a specific account i.e., you need to provide itemAccountId for each account to get the transactions for the specific account using executeUserSearchRequest API.
Getting transactions for all the accounts i.e., you need not to provide itemAccountId for any of the particular account while provide rest of the input parameters to get transactions using executeUserSearchRequest but this will return you transactions for all the accounts. Using your example, it will give you transactions for all the container present under SiteID-12 as well as other sites added by the consumer. Though you can use the second approach to get the transactions for all accounts and then filter it out for all containers belongs to a specific site. You can use the sumInfoId(ContentServiceID) present in the response for each transaction.
I recently signed-up for 30-days Yodlee developer trial.
I am trying to pull the financial data using Yodlee REST APIs. After adding a bank account (for bank B1: site in Yodlee's terminology), I could pull the data using executeUserSearchRequest​ API. However, after that, I added another account (for bank B2), and when I pulled the data, it fetched data ONLY from B2's account and not from B1's account. It seemed like, executeUserSearchRequest​ API is pulling the data from the most recent account. My goal is to pull the data from all added sites.
Any help would be appreciated?
Thanks!
If you need to pull the data from all added accounts, you do not need to pass any account id in the API and it will automatically pull all the data from the integrated accounts. So please make sure that you do not pass any value for transactionSearchRequest.searchFilter.itemAccountId.identifier parameter.
Please refer to the Yoodle API documentation for further details.
I have a situation where I am to bill the site users monthly. But the invoice amount that is raised depends on the the leads that our site generates for his business. For example if the user gets 5 leads from my site and I charge him $10 per lead, at the end of month he will be charged $50. similarly leads might vary each month so will the amount.
Now I cant store his cc/ paypal credentials on my site for security reasons nor can I pre bill him or ask him to take credits and then use it. Please let me know the way to handle this situation. How can I handle this using paypal?
There are a few different ways to handle this, but I would recommend Preapproved Payments, which are part of the Adaptive Payments API.
With this method your users would create a profile with you (using the Preapproval API) when they first create their account on your site. That will give you a preapproval key that you can store with your user account. Then in the future when you need to bill them you can use the Pay API with the preapproval key to process funds immediately without further approval.
If you're working with PHP my class library for PayPal will make these calls very simple for you. You would just use the Preapproval.php template to setup the profiles for people, and then use PayWithOptions.php to process payments using the preapproval key(s) accordingly.
If you end up using it and need more help you can contact me directly for support.
I am trying to use the Ebay API to get completed transactions for a seller(s) that is using a different account from my developer account. I've looked into GetSellerTransactions and GetOrders. Unfortunately, I am not sure if it's possible to specify a User ID different from mine. Could you point me to working example of how to do this?
To get transactions for a user you should be first authorized by that user.
You will need a developer account for that.
This links will guide you
http://developer.ebay.com/DevZone/XML/docs/WebHelp/wwhelp/wwhimpl/common/html/wwhelp.htm?context=eBay_XML_API&file=GettingTokens-Getting_Tokens_for_Applications_with_Multiple_Users.html
http://developer.ebay.com/DevZone/XML/docs/WebHelp/wwhelp/wwhimpl/common/html/wwhelp.htm?context=eBay_XML_API&file=DevAndTestApplications-Testing_Applications.html
Once you get the user token for a user you need to send them along with your developer credentials to make the getOrders API call for that particular user.