Skip to main content
POST
/
v6
/
banks
/
transactions
/
rules
Save transaction rules
curl --request POST \
  --url https://sandbox.tight.com/v6/banks/transactions/rules \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "data": [
    {
      "id": "trl_5445116",
      "status": "ACTIVE",
      "filter": {
        "description": {
          "equal": "Office Supplies",
          "contain": "Supplies"
        },
        "amount": {
          "equal": 123,
          "greaterThan": 123,
          "greaterThanEqual": 123,
          "lessThan": 123,
          "lessThanEqual": 123
        },
        "vendor": {
          "id": {
            "equal": "tgl_324231"
          }
        },
        "glAccount": {
          "id": {
            "equal": "tgl_324231"
          }
        },
        "bankAccount": {
          "id": {
            "equal": "tgl_324231"
          }
        }
      },
      "update": {
        "glAccountId": "gla_58932890",
        "vendorId": "vnd_28868401",
        "customerId": "cus_4852707",
        "reviewStatus": "RECONCILED",
        "dimensionValueIds": [
          "dv_12345678"
        ]
      },
      "applyToExistingTransactions": false,
      "customData": {
        "internal_key": "some_internal_key",
        "some_other_field": 23434
      }
    }
  ]
}
'
{
  "data": [
    {
      "data": {
        "id": "trl_5445116",
        "status": "ACTIVE",
        "filter": {
          "description": {
            "equal": "Office Supplies",
            "contain": "Supplies"
          },
          "amount": {
            "equal": 123,
            "greaterThan": 123,
            "greaterThanEqual": 123,
            "lessThan": 123,
            "lessThanEqual": 123
          },
          "vendor": {
            "id": {
              "equal": "tgl_324231"
            }
          },
          "glAccount": {
            "id": {
              "equal": "tgl_324231"
            }
          },
          "bankAccount": {
            "id": {
              "equal": "tgl_324231"
            }
          }
        },
        "update": {
          "glAccount": {
            "id": "gla_38560327",
            "name": "Officer(s) Salaries and Wages",
            "accountNo": "60210",
            "type": "EXPENSE",
            "iconUrl": "https://cdn.sandbox.tight.com/icons/glAccountTypes/expense.png",
            "displayName": "#60210 Officer(s) Salaries and Wages"
          },
          "vendor": {
            "id": "vnd_28868401",
            "name": "Gusto"
          },
          "customer": {
            "id": "cus_4852707",
            "name": "Abigail Adams",
            "email": "abigail@tight.com"
          },
          "reviewStatus": "RECONCILED",
          "dimensionValues": [
            {
              "id": "dv_593051",
              "dimension": {
                "id": "dim_4521",
                "name": "Region",
                "requiredness": "NOT_REQUIRED"
              },
              "name": "Mid-Atlantic",
              "child": {
                "id": "dv_593052",
                "dimension": {
                  "id": "dim_4521",
                  "name": "Region",
                  "requiredness": "NOT_REQUIRED"
                },
                "name": "Washington DC",
                "child": "<unknown>"
              }
            }
          ]
        },
        "matchCount": 4,
        "lastAppliedDateTime": "2023-11-07T05:31:56Z",
        "filterDisplayName": "Vendor is \"Starbucks\"",
        "updateDisplayName": "Set glAccount as \"Taxi\"",
        "customData": {
          "internal_key": "some_internal_key",
          "some_other_field": 23434
        }
      },
      "error": [
        {
          "message": "<string>",
          "param": "<string>"
        }
      ]
    }
  ],
  "error": [
    {
      "message": "<string>",
      "param": "<string>"
    }
  ]
}

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, see Authentication for more detail.

Body

application/json
data
object[]
required

Response

Success

result
enum<string>

The result of the action performed.

Available options:
SUCCESS,
FAILURE
data
object[]

The data generated by the action performed.

error
object[]