Ramp · Arazzo Workflow

Ramp Categorize Transaction To Account

Version 1.0.0

Retrieve a transaction and pull the GL account list to support categorization.

1 workflow 2 source APIs 1 provider
View Spec View on GitHub FinanceSpend ManagementCorporate CardsExpense ManagementAccounts PayableBill PayAccountingReimbursementArazzoWorkflows

Provider

ramp

Workflows

categorize-transaction-to-account
Retrieve a transaction and the chart of accounts needed to categorize it.
Retrieves a transaction's merchant and category hint, then lists general ledger accounts so the transaction can be coded to an account.
2 steps inputs: accessToken, pageSize, transactionId outputs: accounts, categoryId, merchantName
1
getTransaction
Retrieve the transaction and capture its merchant, amount, and the Ramp-supplied category hint used to suggest a general ledger account.
2
listAccounts
List the organization's general ledger accounts so the transaction can be matched to an account by classification or code.

Source API Descriptions

Arazzo Workflow Specification

Raw ↑
arazzo: 1.0.1
info:
  title: Ramp Categorize Transaction To Account
  summary: Retrieve a transaction and pull the GL account list to support categorization.
  description: >-
    Supports general-ledger categorization of card spend. The workflow
    retrieves a transaction to read its merchant and category hint, then lists
    the organization's general ledger accounts so a caller can choose the right
    account to code the transaction against. This adapts an accounting
    write-back theme to the read-only operations the Ramp Developer API
    exposes: it gathers the transaction and the chart of accounts the coding
    decision needs. Every step spells out its request inline so the flow can be
    read and executed without opening the underlying OpenAPI description.
  version: 1.0.0
sourceDescriptions:
- name: accountsApi
  url: ../openapi/ramp-accounts-api-openapi.yml
  type: openapi
- name: transactionsApi
  url: ../openapi/ramp-transactions-api-openapi.yml
  type: openapi
workflows:
- workflowId: categorize-transaction-to-account
  summary: Retrieve a transaction and the chart of accounts needed to categorize it.
  description: >-
    Retrieves a transaction's merchant and category hint, then lists general
    ledger accounts so the transaction can be coded to an account.
  inputs:
    type: object
    required:
    - transactionId
    properties:
      accessToken:
        type: string
        description: OAuth2 client-credentials bearer token with transactions:read and accounting:read scopes.
      transactionId:
        type: string
        description: The id of the transaction to categorize.
      pageSize:
        type: integer
        description: Number of general ledger accounts to request per page.
  steps:
  - stepId: getTransaction
    description: >-
      Retrieve the transaction and capture its merchant, amount, and the
      Ramp-supplied category hint used to suggest a general ledger account.
    operationId: getTransaction
    parameters:
    - name: Authorization
      in: header
      value: Bearer $inputs.accessToken
    - name: id
      in: path
      value: $inputs.transactionId
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      merchantName: $response.body#/merchant_name
      amount: $response.body#/amount
      categoryId: $response.body#/sk_category_id
  - stepId: listAccounts
    description: >-
      List the organization's general ledger accounts so the transaction can
      be matched to an account by classification or code.
    operationId: listAccountingAccounts
    parameters:
    - name: Authorization
      in: header
      value: Bearer $inputs.accessToken
    - name: page_size
      in: query
      value: $inputs.pageSize
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      accounts: $response.body#/data
  outputs:
    merchantName: $steps.getTransaction.outputs.merchantName
    categoryId: $steps.getTransaction.outputs.categoryId
    accounts: $steps.listAccounts.outputs.accounts

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