The following section describes the technical steps to get started with the integration. It is an additional resource that completes our openAPI description of the REST API.
Web form (v2) Form 2.0 services use Access in order to implement various workflows. The below steps are the pre-requisites to use Web form’s (v2) Form 2.0' REST services.
finAPI follows the OAuth 2.0 Standard for authorizing applications and users within them. OAuth uses the terminology of clients and users. A client represents an application that calls finAPI services. A service call might be in the context of a user of the client (e.g: getting a user's bank connections), or outside any user context (e.g.: editing your client's configuration, or creating a new user for your client). In any case, every service call must be authorized by an access_token. The documentation below describes how to set up client's users, or for the client itself.
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Step 1: Get authorized as a client in Access
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To get authorized as a User, use the obtained access_token as an input for Web form QUICK AUTH
If you experience any problems during the integration or have any questions, please contact our support, support@finapi.io at any time. Our customer success team is looking forward to supporting you during your integration journey.
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