Getting started
When the provider opens your partner account, you receive the email and password of a Partner (owner) user. Work through these steps in order.
-
Sign in for the first time
Open https://portal.finixpay.app and sign in with the email and password you received. Then change the password in Profile → Change password. See Sign in.
-
Turn on two-step verification (2FA)
In Profile, click Turn on 2FA and scan the QR code with an authenticator app. Every user should do this. See 2FA.
-
Add your team
Under Partners (the Team page), click Add user to create accounts for Partner operator and Partner risk users. Give everyone their own account; never share one. See Team.
-
Get your API keys
In Settings → Account settings, copy the API key, then click Create a new secret to get the Secret. The secret is shown only once; store it safely on your server straight away. See Account settings.
-
Set the IP allow-list
Send the outgoing IP addresses of the servers that will call the API to support, who will add and turn on the IP allow-list (users with the Partner group role can do it themselves). Once it is on, API requests are accepted only from those addresses.
-
Integrate and test
Your developers follow the API quickstart. Ask support for a test key if you need to test slip verification, then run every case on the go-live checklist: a successful pay-in, an expired one, a cancellation, a duplicate webhook.
-
Rehearse daily work with your team
Let the team search for a payment, open its details and Send callback again (Finding payments), and let an operator try confirming a payment with a slip.
-
Go live
Tell support when you are ready. Add funds if you will send payouts (Add funds), then start creating real payments. Watch the first ones closely on the Pay-ins page.