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

The rest of the Client API is part of every integration — this is the one thing that varies.

House Account

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

Read the guide

Sub Account

Segregated balances for the underlying customers you serve.

Read the guide

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 we will come back to you with a kickoff meeting.

No Account Manager yet? Send it to support@capay.com.au.