Setting Up Validation Campaigns

Define receipt rules once, then validate every submission against them: the campaign validation workflow, integration flow, and core concepts.

Purchase validation campaigns let you define receipt rules once, then validate each submitted receipt against those rules. A campaign can check receipt dates, merchants, product line items, product codes, balance owing, duplicate receipts, tampering signals, digital receipt signals, and narrowly scoped SmartValidate prompts.

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New to receipt validation? Start with Receipt Validation Fundamentals.

Availability

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Availability: Receipt validation is included on the Advanced plan and above. Enable Campaign Validation in your account Feature Settings when it is available on your plan. See Plans & Feature Access.

If the Campaign Validation control is not available on your account, contact [email protected].

Campaign Validation Workflow

StepPageUse it to
1Campaign Settings ReferenceDefine the rules for a campaign ID.
2Validating ReceiptsSubmit receipt files or receipt URLs against a campaign.
3Managing CampaignsList, retrieve, update, or delete campaign settings.

Integration Flow

  1. Choose a stable campaignId.
  2. Create campaign settings with POST /api/validation/v1/campaign/settings/create/{campaignId}.
  3. Submit receipts to either:
    • POST /api/validation/v1/campaign/receipt-validation/file
    • POST /api/validation/v1/campaign/receipt-validation/url
  4. Read the successful, failedValidations, and passedValidations fields in the validation response.
  5. Use the management endpoints to retrieve, update, list, or delete campaign settings as your campaign changes.

Core Concepts

ConceptMeaning
campaignIdYour identifier for the validation campaign. It is used in the settings endpoint path and in each validation request.
Campaign settingsThe rules that receipts are checked against. These include optional sections for date, merchant names, product codes, product line items, balance owing, fraud detection, and SmartValidate prompts.
userIdOptional end-user identifier associated with the submission and returned with matched receipts, when available, so cross-user reuse can be investigated. Maximum 50 characters.
Validation keysMachine-readable strings in passedValidations and failedValidations that identify which checks passed or failed.

Related API References

Need something not covered here? Contact [email protected] — see Contacting Support.


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