Upload expected transactions CSV
Bulk create expected transactions from a CSV file. Returns total, successful, failed, created, and per-row errors. Requires manageExpected capability.
Parameters
file(file)required
CSV file (multipart/form-data). Required columns: merchant, amount, currency, expectedDate (alias: date), reference, description, frequency. Optional: direction, category. Max 10MB.
delimiter(string)
CSV delimiter. Query parameter.
CSV columns
| Column | Required | Notes |
|---|---|---|
| merchant | yes | Aliases: vendor, merchant_name |
| amount | yes | ≥ 0.01 |
| currency | yes | ISO 4217 (e.g. USD) |
| expectedDate | yes | Alias: date (YYYY-MM-DD) |
| reference | yes | Unique per tenant + environment |
| description | yes | |
| frequency | yes | ONE_OFF, MONTHLY, QUARTERLY, YEARLY, or CUSTOM |
| direction | no | CREDIT (default) or DEBIT |
| category | no |