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:
- Log in to the Customer Portal using your credentials.
- Navigate to the app you want to configure.
- Open the Categorization tab.
- Enable or disable Auto-start by toggling the switch
- Select the engine to use for the categorization-jobs.
Note that changes to the Auto-start setting only affect jobs initiated after the change; ongoing or already scheduled jobs are not affected.
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.
Auto-start does not let you pick a country. Jobs started this way always run with countryCode nl.
To categorize with another supported country, such as be, create the job explicitly through the categorization-v2 endpoint and set countryCode on the request.