Cloud access and configuration: Some configurations will be required for you to be able to receive integration hub calls and to send requests to our webhooks service:
- Our delivery team will provide you with the appropriate credentials. This API key will be used to communicate with both services.
- Toqio will provide you a webhooks url.
- You will provide Toqio delivery with the url to call your integration.
- You will have access to two separated environments, sandbox and production. Sandbox is a development environment mirroring production, so anything in Sandbox will be exactly the same as in Toqio's production environment.
Customer creation: Our delivery team will create a customer in sandbox for you to test. This means that you will have a web base Toqio app that will be connected to your integration once the next point is accomplished.
Financial provider setup: You will need to setup the customer above with the appropriate credentials and configuration defined by the financial provider, example given, the financial provider will grant you with access to their services with a set of credentials for a customer; this will be part of that configuration. This configuration must be stored securely and be accessible for integration when needed.
Capabilities: The capabilities concept stands for what the financial provider allows to do. As an example, some financial provider don't allow editing of beneficiaries. Others are sending themselves an OTP SMS to validate some actions. This is configured at a financial provider level. To see a list of existing capabilities follow this link