Step 1: Create Account Holder

POST {{teller_domain}}/api/v1/account_holders

{
  "type": "individual",
  "email": "john-smith1@pungle.ca",
  "first_name": "John",
  "last_name": "Smith"
}

Step 2: Tokenize Customer information

POST {{teller_domain}}/api/v1/tokens or {{teller_domain}}/api/v2/tokens


Field	Type	Required	Details
name	string	yes	name of the person or business max 60 characters
email	string	conditional	email of the person or business required for e-transfer `email` notifications
phone_number	string	conditional	phone number of person or business 10 digits in length do not include dashes or spaces includes area code and phone number required for e-transfer `sms` notifications

If notification choice is email, the payload for tokenization looks as follows:

{
  "etransfer": {
    "name": "John Smith",
    "email": "john@email.com"
  }
}

If notification choice is SMS, the payload for tokenization looks as follows:

{
  "etransfer": {
    "name": "John Smith",
    "phone_number": "1234567890"
  }
}

Step 3: Create Financial Account with created token for Account Holder

POST {{teller_domain}}/api/v1/account_holders/:id/financial_accounts

{
  "token": "ettk_BY-HbLvFocbzF8O23EF4E37121688FE9D"
}

Step 4: Create transaction with created Financial Account

Push Transaction

POST {{teller_domain}}/api/v1/transactions/push


Field	Type	Required	Details
amount	number	yes	in cents the amount you wish to send
currency	string	yes	currency of the transaction
product	string	yes	product of the transaction
financial_account	string	yes	financial account to which you wish to send money
security_question	string	yes	question to answer for e-transfer payment
security_question_answer	string	yes	answer to the security_question provided must be between 3 to 25 characters with no spaces

{
  "amount": 2000, 
  "currency": "CAD",
  "product": "disbursements",
  "financial_account": "etransfer_136_ettk_BG-HbLvFocbzF8O33EF4E37151688FD9D",
  "security_question": "Mother's maiden name",
  "security_question_answer": "Doe"
}

📘
Related pages:
API Flows
Tokenization JS Library
E-transfer Flow