Please see  Autopilot - Activities for more information about the Autopilot functionality.

Set up of Autopilot "Update Transaction API Data" Activity

Open the Autopilot view. 

Click Add activity and choose "Update Transaction Api Data".

1. Name the activity and select the balance date appropriate for your data. 

A typical case is that you receive a bank statement that you want to use in the API data one day after the balance date for the API data. In this case, the balance date is set to -1BD. 

2. Click Save.

Schedule the Activity

Add a schedule that, with a certain margin, fits with the time you receive data relevant to the API (for instance, bank statements).

Check Activity Result

Open the "Transaction API Data" view and check the creation stamp date, please see Save Report Data to the API.