Counterparty naming
14 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 - GET
/api/v1/counterparty-naming/payee-linesPreview giving processor lines back to their payees - POST
/api/v1/counterparty-naming/payee-lines/applyGive processor lines back to their payees - GET
/api/v1/counterparty-naming/rename-impactPreview what a remembered rename would also relabel (deprecated)Deprecated - POST
/api/v1/counterparty-naming/rename-impactPreview what a remembered rename would also relabel - 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