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Client Onboarding API

The Client Onboarding API lets you onboard your clients to access our platform.

For each of your clients, you'll want to:

  1. Create the client in our system. This will return that client's API key (and other data) that you can share with the client.
  2. Create and whitelist their IP Address.
  3. Set the client's OAuth logo in our system. This sets the logo used for that client in all our products, such as for when an end user searches for that financial institution in our Connect Widget.

After you add each client, you'll be responsible for:

  • Updating the client's information as needed. Examples include a client's support email changing.
  • Updating their OAuth logo when it changes.
  • Rotating their API key.