Overview Introduction

• OVERVIEW
• STEPS FOR A SUCCESSFUL INTEGRATION
• DEVELOPMENT REQUIREMENTS

Overview

This documentation serves as a technical guide to outline the required and optional API functionalities necessary for integrating the Cashier (“Cashier”) with your software platform (“Platform”).

Steps for a Successful Integration

1. Review this documentation thoroughly
   Read through this document in full to understand all relevant integration points.

2. Schedule an introductory call
   Organize a meeting between your business stakeholders, IT developers, and our team to discuss the Cashier-to-Platform integration and identify any special requirements.

3. Analyze business requirements
   Understand how the integration affects user experience and your internal business processes.

4. Sandbox environment & credentials
   We will provide access to a sandbox environment and share credentials so you can begin development.
   This setup will reflect your business needs, including but not limited to:

   Deposit only
   Deposit and payout
   Backoffice support
   Virtual Terminal access

5. Develop or expose your Platform API
   Build or expose a REST API that connects your Platform to the Cashier. This API should be implemented using secure development practices and may be developed in any programming language or using any libraries of your choice.

6. Perform integration testing
   Test your Platform in a fully functional test environment integrated with the Cashier. Once everything works as expected, you can coordinate with our team to move to production.

7. Cashier training session
   Before going live, we’ll provide a dedicated training session for your team. After training, link your Platform’s cashier access to the new Cashier system. Our support team will remain available for any follow-up assistance.

8. Go live & finalize configurations
   When your production website is integrated with the live Cashier system, we’ll help you configure:

   Payment methods
   Limits
   Rules
   Additional account settings

Development Requirements

To ensure a smooth technical implementation, make sure your team understands the following requirements. These define both the scope of development and the associated technical and compliance needs:

Cashier API or Payment API

If using the Payment API with full card data, you must provide PCI Level 1 compliance documents (AOC) from either your organization or your CRM provider.

If PCI documents are not available, please use the Cashier API integration path instead.

Support for Payouts

Is payout functionality required?
If Yes, one of the following options must be fulfilled:

• Complete additional training for using the Merchant Dashboard,
  or
• Implement the Payment API to handle:
  • Payouts
  • Refunds

Authorization & Capture Support

Are you planning to use authorization & capture flows?
If Yes, make sure to:

• Confirm with us whether your chosen PSPs support authorization & capture
• Clearly indicate that this is the flow you intend to implement

Support for MOTO Transactions

Do you want to support MOTO (manual deposits on behalf of the customer)?
If Yes, you must implement the Virtual Terminal feature.