Product-Level Categorisation
Taggun's Product-Level Categorisation feature analyses individual line items on receipts and invoices, assigning specific categories to each product or service purchased.
How It Works
- Extraction: Product Line Items are extracted from the receipt or invoice.
- Analysis: The individual line item description is analysed using Taggun Machine Learning algorithms.
- Categorisation: A category is assigned to the line item (from a finite list of categories).
Set-Up Process
1. Contact Taggun
Reach out to [email protected] to enable this feature for your account.
2. Define your categories
Define your categories in a CSV file with the template provided.
Downloadable CSV Template:
CSV Template Structure:
categoryName
: The category identifier returned in API responsesdescription
: (optional) Clear natural language explanation of what belongs in this category.- This helps with specification and handling ambiguity.
- Only use
description
when necessary as it may increase response time.
3. Upload Your Categories
- Upload your categories using the API Endpoint: Upload Categories
- Review your current category mappings via the API Endpoint: Export Categories
4. Make an API call
Make an API call to one of Taggun's Verbose Data Extraction API Endpoints
Access the assigned category in the response in: entities.productLineItems[x].data.category.data
No other changes are required. This feature automatically returns data once it's enabled by Taggun.
Example
Image
Response
Access Path
Access the category for each line item via the path
entities.productLineItems[x].data.category.data
where
x
represents the index of a specific product line item within the productLineItems array
A snippet from the JSON Payload:
{
"productLineItems": [
{
"data": {
"category": {
"data": "medication"
}
}
},
{
"data": {
"category": {
"data": "toiletries"
}
}
}
]
}
Use Cases
- Shopping basket insights
- Detailed expense reports for business trips
- Personal budget tracking by product category
- Inventory management for small businesses
Considerations
- Categorising unique or custom products may be challenging with the default categories.
- Vague item descriptions could lead to broader, less specific categories or lower confidence.
Best Practices
- Combine with Merchant-Level Categorisation for comprehensive expense tracking.
- Consider reaching out to Taggun for customisation if the standard categories don't fully meet your needs.
Customisation
The transaction categorisation feature is powerful, but it may need fine-tuning to be truly effective for your unique setup. If you are getting unreliable results, edit the description for the individual categories, or reach out to us at [email protected] for further support.
Updated 10 days ago