Steps to create Push transaction via API
1. Create Token for a payment card (if DNE)
Endpoint: /api/v1/tokens
Type: Post
-take the token from the response of this call, which corresponds to the Payment Card Token
2. Create Accountholder (if DNE)
Endpoint: /api/v1/account_holders
Type: Post
- take the ID from the response of this call, which corresponds to the Account Holder ID
3. Create Financial Account with token from 1 in the request body and Account Holder ID from 2 in URL (IF DNE)
Endpoint: /api/v1/account_holders/{{account_holder_id}}/financial_accounts
Type: Post
- take the ID from the response of this call, which corresponds to the Financial Account ID
4. Create Push Transaction using Financial Account ID from 3
Endpoint: /api/v1/transactions/push
Type: Post
- if financial account has already been created, no need to redo steps 1-3
Steps to create Pull transaction via API
1. Create Token for a payment card (if DNE)
Endpoint: /api/v1/tokens
Type: Post
-take the token from the response of this call, which corresponds to the Payment Card Token
2. Create Accountholder (if DNE)
Endpoint: /api/v1/account_holders
Type: Post
- take the ID from the response of this call, which corresponds to the Account Holder ID
- ACCOUNT HOLDER TYPE MUST BE BUSINESS FOR PULL TRANSACTIONS
3. Create Financial Account with token from 1 in the request body and Account Holder ID from 2 in URL (IF DNE)
Endpoint: /api/v1/account_holders/{{account_holder_id}}/financial_accounts
Type: Post
- take the ID from the response of this call, which corresponds to the Financial Account ID
4. Create Pull Transaction using Financial Account ID from 3
Endpoint: /api/v1/transactions/pull
Type: Post
- if financial account has already been created, no need to redo steps 1-3