/// <summary> /// Match an uncategorized transaction with an existing transaction in the account. /// </summary> /// <param name="transaction_id">The transaction_id is the identifier of the existing transaction.</param> /// <param name="transactions_to_be_matched"> /// The transactions_to_be_matched is the list of transactions objects with /// transaction_id and transaction_type as mandatory. /// </param> /// <returns> /// System.String.<br></br>The success message is "The Uncategorized transaction is linked to the selected /// transaction(s) in Zoho Books." /// </returns> public string MatchATransaction(string transaction_id, TransactionsToBeMatched transactions_to_be_matched) { var url = baseAddress + "/uncategorized/" + transaction_id + "/match"; var json = JsonConvert.SerializeObject(transactions_to_be_matched); var jsonstring = new Dictionary <object, object>(); jsonstring.Add("JSONString", json); var responce = ZohoHttpClient.post(url, getQueryParameters(jsonstring)); return(BankTransactionParser.getMessage(responce)); }
static void Main(string[] args) { try { var service = new ZohoBooks(); service.initialize("{authtoken}", "{organizationId}"); var transactionApi = service.GetBankTransactionsApi(); var accounts = service.GetBankAccountsApi().GetBankAccounts(null); var parameters = new Dictionary <object, object>(); parameters.Add("filter_by", "Status.All"); parameters.Add("account_id", accounts[0].account_id); Console.WriteLine("---------------------- All Transactions ----------------------"); var transactionList = transactionApi.GetTransactions(parameters); var transactions = transactionList; foreach (var trans in transactions) { Console.WriteLine("{0},{1},{2}", trans.transaction_id, trans.status, trans.amount); } Console.WriteLine("---------------------- Specified Transaction ----------------------"); var transaction = transactionApi.Get(transactions[2].transaction_id); Console.WriteLine("{0},{1},{2}", transaction.transaction_id, transaction.transaction_type, transaction.amount); Console.WriteLine("---------------------- New Transaction ----------------------"); var newTransactionInfo = new Transaction() { transaction_type = "transfer_fund", from_account_id = accounts[0].account_id, to_account_id = accounts[2].account_id, amount = 10 }; var newTransaction = transactionApi.Create(newTransactionInfo); Console.WriteLine("{0},{1},{2}", newTransaction.transaction_id, newTransaction.transaction_type, newTransaction.amount); Console.WriteLine("---------------------- Updated Transaction ----------------------"); var updateInfo = new Transaction() { amount = 50, currency_id = transactionList[0].currency_id, date = "2014-02-06", description = "", exchange_rate = 1, from_account_id = accounts[0].account_id, reference_number = "", to_account_id = accounts[2].account_id, transaction_type = "transfer_fund" }; var updatedTrans = transactionApi.Update(newTransaction.transaction_id, updateInfo); Console.WriteLine("{0},{1},{2}", updatedTrans.transaction_id, updatedTrans.transaction_type, updatedTrans.amount); Console.WriteLine("---------------------- Delete Transaction ----------------------"); var deltrans = transactionApi.Delete(updatedTrans.transaction_id); Console.WriteLine(deltrans); var parameters1 = new Dictionary <object, object>(); parameters1.Add("amount_start", "1"); parameters1.Add("amount_end", "4000"); parameters1.Add("date_start", "2014-02-01"); parameters1.Add("date_end", "2014-02-07"); var matchingtrans = transactionApi.GetMatchingTransactions(transactions[1].transaction_id, parameters1); foreach (var matchingTran in matchingtrans) { Console.WriteLine("{0},{1},{2}", matchingTran.transaction_id, matchingTran.transaction_type, matchingTran.amount); } var parameters3 = new Dictionary <object, object>(); parameters3.Add("account_id", accounts[1].account_id); TransactionsToBeMatched transtomatch = new TransactionsToBeMatched() { transactions_to_be_matched = new List <Transaction>() { new Transaction() { transaction_id = transactions[2].transaction_id, transaction_type = "vendor_payment" }, new Transaction() { transaction_id = transactions[3].transaction_id, transaction_type = "transfer_fund" }, new Transaction() { transaction_id = transactions[1].transaction_id, transaction_type = "expense" } } }; var matchtransaction = transactionApi.MatchATransaction(transactions[0].transaction_id, transtomatch); Console.WriteLine(matchtransaction); var unmatch = transactionApi.UnmatchTransaction(transactions[0].transaction_id); Console.WriteLine(unmatch); parameters.Add("sort_column", "statement_date"); var associatedTransObj = transactionApi.GetAssociatedTransactions(transactions[0].transaction_id, null); var associatedTrans = associatedTransObj.associated_transactions; Console.WriteLine(associatedTransObj.imported_transaction_id); foreach (var asociatedTran in associatedTrans) { Console.WriteLine("{0},{1},{2}", asociatedTran.transaction_id, asociatedTran.transaction_type, asociatedTran.amount); } var exclude = transactionApi.ExcludeATransaction(transactions[0].transaction_id); Console.WriteLine(exclude); var restore = transactionApi.RestoreATransaction(transactions[0].transaction_id); Console.WriteLine(restore); var transacInfo = new Transaction() { amount = 4000, date = "2013-01-29", description = "Insurance payment", exchange_rate = 1, from_account_id = accounts[1].account_id, reference_number = "Ref-9872", to_account_id = accounts[3].account_id, transaction_type = "expense" }; var catogarise = transactionApi.CategorizeAnUncategorizedTransaction(transactions[0].transaction_id, transacInfo); Console.WriteLine(catogarise); var creditrefundInfo = new CreditNote() { creditnote_id = "{credit note id}", date = "2014-02-07", from_account_id = "{account id from which account the transaction is going to be done}", amount = 4000 }; var catogasCred = transactionApi.CategorizeAsCreditNoteRefunds(transactions[0].transaction_id, creditrefundInfo); Console.WriteLine(catogasCred); var vendordetails = new VendorPayment() { vendor_id = "{vendor id}", amount = 4000, paid_through_account_id = "{account id}" }; var vendorcat = transactionApi.CategorizeAsVendorpayment(transactions[0].transaction_id, vendordetails); Console.WriteLine(vendorcat); var customerinfo = new CustomerPayment() { customer_id = "{customer id}", date = "2014-02-08", invoices = new List <Invoice>() { new Invoice() { invoice_id = "{invoice id}", amount_applied = 4000 } }, amount = 4000 }; var custpaycat = transactionApi.CategorizeAsCustomerPayments(transactions[0].transaction_id, customerinfo, parameters); Console.WriteLine(custpaycat); var expenseInfo = new Expense() { account_id = accounts[3].account_id, date = "2013-01-29", paid_through_account_id = accounts[4].account_id, project_id = "", amount = 4000, tax_id = "", is_inclusive_tax = false, is_billable = false, reference_number = "Ref-123", description = "Insurance payment", }; var catAsExpens = transactionApi.CategorizeAsExpense(transactions[0].transaction_id, expenseInfo, @"F:\error.png"); Console.WriteLine(catAsExpens); var uncatogorise = transactionApi.UncategorizeACategorizedTransaction(transactions[0].transaction_id); Console.WriteLine(uncatogorise); var vendorCreditsApi = service.GetVendorCreditsApi(); var vendorCredits = vendorCreditsApi.GetVendorCredits(null); var refundInfo = new VendorCreditRefund() { vendor_credit_id = vendorCredits[0].vendor_credit_id, date = "2014-11-25", }; var catAsVendorRefund = transactionApi.CategorizeAsVendorCreditRefund(transactions[0].transaction_id, refundInfo); Console.WriteLine(catAsVendorRefund); } catch (Exception e) { Console.WriteLine(e.Message); } Console.ReadKey(); }