Stage 3 · Requirements

Integration requirements

Tell us what to open for you, then export the sheet and email it to your Account Manager. Nothing is submitted from this page — it runs entirely in your browser.

Company & contact

Company name*

Technical contact — name*

Technical contact — email*

API surface

Client APIMove money for yourself and for your underlying customers.Program Manager APIAdminister a Tenant and transact for the clients inside it.

Account structure

Every Client integration includes a House Account. Sub Accounts come with the on-behalf-of flows below.

House AccountAlways included

Your own balance — funds held and moved in your name.

Read the guide

Sub AccountNot in scope

Segregated accounts for the underlying customers you serve. Today funds collected into a Sub Account sweep automatically to your House Account, so the balance is held there; standalone Sub Account balances are on our roadmap and will not change how you integrate.

Read the guide

Need Sub Accounts? Just pick the on-behalf-of flows below — that is how Sub Accounts are added to your scope. Pick either, both, or none if a House Account is all you need.

COBO — collections on behalf of

Collect funds into a Sub Account on a customer’s behalf.

POBO — payments on behalf of

Pay out from a Sub Account on a customer’s behalf.

Sandbox access

Used to open your Sandbox after the kickoff meeting.

Sandbox Portal user — name

First name*

Middle name(optional)

Last name*

Sandbox Portal user — email*

Logs in to the Sandbox Portal.

Developer email*

Receives your API credentials and cannot be changed later — use a shared team inbox.

Production credentials go to your Company Admin, not this address — see the integration process.

Context & questions

Optional, but it makes the kickoff meeting more useful.

Target go-live date(optional)

Currencies / corridors(optional)

e.g. AUD collections, USD and EUR payouts.

Additional requirements(optional)

Questions for the kickoff meeting(optional)

Whatever came up while you were reading the guides.

Export and send

The CSV opens directly in Excel. Email it to your Account Manager and the Support team — your Account Manager handles the commercials, the Support team takes the integration from there.

Not sure who to send it to? Use support@capay.com.au.