Funding
To check that you have correctly coded your integration to our API specifications, complete our test cases for each API resource. Each API resource has a unique test endpoint and a unique set of test cases.
If your tests are successful:
We send you an email to inform you that you can now send requests to the live endpoint.
If your tests are unsuccessful:
Contact the project owner or email us for help at [email protected].
Test environment
Run the following tests using our test environment with the credentials that we provided you.
Test environment base URI: https://api.uat.payroc.com/v1
Testing Funding Recipients
Use our /funding-recipients
endpoint to create and manage third-party recipients that receive funds from your transactions. To verify that your integration works with this endpoint,
run the following tests:
Test 1: Create a Funding Recipient
You can create a Funding Recipient independently of any existing MIDs on your account.
- Use our
/funding-recipients
endpoint to create a new Funding Recipient.
Successful response:
Test 2: Add a Funding Account to a Recipient
You can use our /funding-recipients
endpoint to manage Funding Accounts associated with a Recipient.
- Use our
/funding-recipients
endpoint to add a new Funding Account to an existing Recipient.
Successful response:
Test 3: Add a new Owner to a Recipient
You can use our /funding-recipients
endpoint to create and manage Owner objects associated with the Funding Recipient.
- Use our
/funding-recipients
endpoint to create a new Owner.
Successful response:
Test 4: Retrieve the Funding Accounts for a Recipient
To create accurate Funding Instructions, it’s important to make sure that you can retrieve a list of Funding Accounts for any Funding Recipients that you create.
- Use our
/funding-accounts
endpoint to retrieve a list of Funding Accounts for a Funding Recipient.
Successful response:
Testing Funding Instructions
You can use our /funding-instructions
endpoint to tell us how to split your available funds across multiple Funding Accounts. For example, Funding Accounts that belong to your sales office, your merchants, or any Funding Recipients.
To verify that your integration works with this endpoint, run the following tests:
Test 5: Create a new Funding Instruction
A Funding Instruction tells us how to split funds across multiple accounts.
- Use our
/funding-accounts
endpoint to retrieve a list of Funding Accounts. - Use our
/funding-instructions
endpoint to create a new Funding Instruction.
Successful response:
Test 6: Update a Funding Instruction
While a Funding Instruction has a status of accepted
, you can continue to edit and update the instruction. To update a Funding Instruction, you must send a PUT
request to the correct Funding Instruction id.
- Use our
/funding-instructions
endpoint to update a Funding Instruction.
Successful response:
Test 7: List Funding Activity
You can use our /funding-activity
endpoint to retrieve a list of all funding activity so far.
- Use our
/funding-activity
endpoint to retrieve a list of all funding activity.
Successful response:
Results
After you complete your tests, send your results to [email protected]. A member of our team will contact you to confirm certification or to provide support.
Need more help?
We are here to help! If you need help with your integration, contact us at [email protected] or through our Developer Community.