Is it possible to return unreported transactions using the integration API?

After reading the docs here it looks like report exporter is the only way to get transaction history.

Answers

  • Aaron PlaatAaron Plaat Posts: 25 mod

    This function is only available for a limited type of transactions. Specifically, it can only be used for Corporate Card Transactions, and is done by using the reconciliation job.

  • aschade92aschade92 Posts: 4

    The reconciliation job doesn't return anything to me, am i doing the requests correctly? Report exporter works fine but I'm having trouble with reconciliation.

    requestJobDescription={ "type":"download", "credentials":{ "partnerUserID":"REPLACE", "partnerUserSecret":"REPLACE" }, "fileName":"is_reconciliation_7364402103621396190.json", "fileSystem":"reconciliation" }

    requestJobDescription={ "type":"reconciliation", "credentials":{ "partnerUserID":"REPLACE", "partnerUserSecret":"REPLACE" }, "onReceive":{ "immediateResponse":[ "returnRandomFileName" ] }, "inputSettings":{ "startDate":"2016-01-01", "endDate":"2018-07-10", "domain": "intello.io", "feed": "export_all_feeds", "type": "Unreported", "async": "false" }, "outputSettings":{ "fileExtension":"json" } }

  • Sheena TrepanierSheena Trepanier Posts: 1,471 admin

    @aschade92 - thanks for sharing your call! Can you confirm you're running this call from an account that is a domain admin? I noticed your account itself isn't a domain admin and this will be necessary to access and export company card expenses.

    If you are, let me know and we can dig deeper.

  • aschade92aschade92 Posts: 4

    @Sheena Trepanier The admin just added me as a domain admin and im still seeing the same behavior unfortunately.

  • Sheena TrepanierSheena Trepanier Posts: 1,471 admin

    @aschade92 - thanks for the update! I'll need to do some additional digging on my end and talk to a few team members, but I'll be back with more info as soon as I can.

  • Sheena TrepanierSheena Trepanier Posts: 1,471 admin

    Hello @aschade92, thanks for bearing with me! I was able to have a long discussion with a team member and get information to share with you.

    The report exporter is designed to export reported transactions only. This is why your unreported transactions are not visible in the export, my apologies for the inaccurate information shared before.

    We do have a reconciliation job that can export unreported transactions, but it's limited to transactions imported from a company card through Domain Control > Company Cards.

    To export your non-domain cards and unreported transactions, we'd need to have a "transaction exporter" that can export transaction regardless of whether they're on a report or not. Sadly, we do not have a transaction exporter at this time and adding one is not on our roadmap.

    Sorry I don't have better news to share!

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