I used make.com to create a scenario where it sees emails in my inbox that contain invoice emails, scans for content, matches the details that it gets from freeagent on unexplained transactions and once matched, it picks up the attachment and it’s supposed to upload it. I tried different things /v4/attachments, now trying to make it work with /v2/bank_transaction_explanations but I am just going in the circles on the last step. A) I don’t have enough knowledge on this B) there’s limited documentation. I don’t even know if what I am trying to do is possible. I don’t know what format freeagent accepts. Need some help on this.
It’s definitely possible to upload an attachment to a bank transaction explanation. You need to update the explanation with the attachment data. See the attachment section of the attributes documentation.
The acceptable filetypes are PNGs, JPGs, GIFs, and PDFs (explained in the attributes documentation).
Hello, will be picking it up again.
I know next to nothing but I guess I learn as I go.
Matching invoices with transactions gets more difficult when transaction hasn’t got any useful info.
So thinking of keeping emails where they are in supplier folders in inbox, and thinking of getting it to match by the amount, supplier it knows from the description, but when more than one transation from the same supplier is present, it will look at the dates and I would tell it that most suppliers invoice come the same month and some come 7 days before. I only got a few suppliers and expanding it by extra rules if they apply to supplier.
@update
I still didn’t get it to work to upload to free agent. I don’t know if I am using wrong headers, or using wrong link. If anyone feels strong and they understand what to do, would appreciate help. I had a head full of hair when I started this!