Client System
Step 7. Set up a Client System
This is the final step. Setting up a client system allows you to associate your API client with a unique ID identifying the source system initiating the API calls. This is a mandatory parameter for the payment initiation and cash management APIs.
To set it up, go to Client System Integrations > click on Add > type in System ID, Description, and Type > click on Save.
Step 8. Link accounts
Link the client system with a set of bank accounts by clicking on the Bank account tab and choosing your Bank account (s).
To set it up, go to Client System Integration > click on Bank Account > Add Bank Account.
Updated about 1 year ago