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Guides Recipes API Reference Changelog

v2.0

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Quick Start

Welcome
Quick Start Guide

Dashboard

Dashboard Overview
- Live vs Test Mode
- Quick Actions
User Management
- Multi-Factor Authentication (MFA) Setup Guide
- Password Policy and Guidance
API Keys
Webhooks

Connections

Connections Overview
Connection Configuration
Supported Connections

Merchants

Merchants Overview
Creating Merchants
Enabling Merchants
Labeling Merchants
Managing Fintech Merchant Credentials
- Manage Merchant Credentials via Dashboard
- Manage Merchant Credentials via API
Onboarding Merchants to Fintech Connections
- Determining Required Merchant Data
Boarding Forms
- Configuring Domain Names
- Boarding Form Templates
Billing Group Management

Payment Transactions

Integrations
Tokenization
Transaction Types
Transaction Routing
Payment Data
Transaction Import

PAYMENT METHODS

Credit Cards
ACH (Direct Debit)
B2B2C Loans
Apple Pay on the Web
- Apple Pay Domain Verification
- Apple Pay on the Web Implementation
Google Pay™ for Web
- Obtaining a Google Merchant ID
- Google Pay™ for Web Implementation
PayPal
- PayPal Integration - Pay with PayPal
- PayPal Integration - Merchant Signup Button

📝 Plans

Plans Overview
Assign Plans
Routing Rules

🔍 FAQ

Frequently Asked Questions
Object ID Prefixes
Idempotency Key Support
Transaction Data Retrieval
Where is your SDK?

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PAYMENT METHODS
B2B2C Loans

Loan Data & Statuses

Updated 4 months ago

Connections and Plans