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API Reference/counterparty-naming

counterparty-naming

10 endpoints.

  • GET/api/v1/counterparty-naming/inconsistenciesFind inconsistently named counterparties
  • POST/api/v1/counterparty-naming/mergeMerge counterparty groups into one name
  • GET/api/v1/counterparty-naming/namesList this business's counterparty names
  • POST/api/v1/counterparty-naming/resetReset a counterparty group to its detected names
  • GET/api/v1/counterparty-naming/rulesList counterparty naming rules
  • POST/api/v1/counterparty-naming/rulesCreate a counterparty naming rule
  • POST/api/v1/counterparty-naming/rules/previewPreview which existing transactions a rule would match
  • DELETE/api/v1/counterparty-naming/rules/{rule_id}Delete a counterparty naming rule
  • PATCH/api/v1/counterparty-naming/rules/{rule_id}Update a counterparty naming rule
  • POST/api/v1/counterparty-naming/rules/{rule_id}/applyApply a naming rule to existing transactions

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