/// <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();
}
