Auto-start

The Auto-start feature streamlines transaction categorization by automatically initiating a categorization job as soon as a user consents and the associated transactions are fetched, or when a transaction refresh occurs.

You can manage the activation of the Auto-start feature directly through the Customer Portal. Follow these steps:

1. Log in to the Customer Portal using your credentials.
2. Navigate to the app you want to configure.
3. Open the Categorization tab.
4. Enable or disable Auto-start by toggling the switch
5. Select the engine to use for the categorization-jobs.

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Note that changes to the Auto-start setting only affect jobs initiated after the change; ongoing or already scheduled jobs are not affected.

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Not all categorization engines or profiles are available for Auto-start. This is because some engines or profiles require specific metadata when used.

The available engines and profiles will be visible in the Customer Portal.