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v1.0

Guides API Reference

API Reference

Guides API Reference

v1.0

Sandbox

Getting Started
- Profiles
Calling the API

Authentication

What is authentication?
Acquiring a JWT
Personal Access Tokens
Sessions

Utilities

Addresses
- Validate Addresspost
Contact Tags
Countries
- List Countriesget
- Get Countryget
Customer Types
- List Customer Typesget
- Get Customer Typeget
Files Uploads & Downloads
Industries
- List Industriesget
- Get Industryget
Roles
- List Rolesget
States
- List Statesget
- Get Stateget
Tags

Accounts

Bank Accounts
Sub Accounts
- Create a SubAccountpost
- List SubAccounts
Banks
Transactions

Counterparties

Understanding Counterparties
Contacts

Payments

Summaryget
Payments

Recurring Payment Mandates

Recurring Payment Mandates

Webhooks

Webhooks

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Recurring Payment Mandates

Endpoints for interacting with recurring payment mandates - outgoing fund transfers that recur at a preconfigured interval.